I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you
CSU remains one of our favourites and the recent drop we think makes it much more attractive. GEI is relatively low growth, but offers a good and secure dividend, a low valuation and some safety. At 12X earnings we consider it fine for income investors. Note it will have some sensitivity to rates and thus has declined 13% in the past year. We would expect better things once rates peak. LIN offers a growing 1.4% dividend and is a blue chip company at nearly $170B market cap. It has shown steady growth in earnings, the balance sheet is fine, and it generates substantial free cash flow. We do like it a lot, but it is on the expensive side at 26X earnings. Even so, this is still on the low end of its historical valuation range, reflecting the quality of the company. We would be fine buying.