The maintenance and repair supplies company reported on April 17 first-quarter earnings of $187.5 million, or $2.57 a share, up from year-earlier earnings of $157.9 million, or $2.18.
"It appears that South America (Brazil in particular) will be the next real longer term growth opportunity following the acquisition of AnFreixo S.A.," Credit Suisse analysts wrote in a May 8 report. "While the global MRO market presents a very large opportunity in the long term, we stress that it requires the structure of an economy to be accommodative to the industry. While developed economies in general present a realistic market opportunity, emerging markets represent a different dynamic and therefore different hurdles."
Forward Annual Dividend Yield: 1.6%
The data management products and services company reported second-quarter earnings on April 25 of $20 million, or 55 cents a share, up from year-earlier earnings of $7.7 million, or 19 cents.