Roper Industries, Inc.

  • Company Makes Aggressive Moves into the Healthcare Services Space

    By Mike Thiessen - May 7, 2013 | Tickers: A, HAL, ROP

    Within the past 12 months, industrial equipment manufacturer Roper Industries (NYSE: ROP) has made two important acquisitions that have the potential to reorder the company's focus and boost its bottom-line earnings. 

    In mid-2012, Roper inked a $1.4 million cash purchase deal with privately held Sunquest Information Systems, an important player in the laboratory software industry. More recently, the company agreed to purchase privately held Managed Health Care Associates more »

  • 3 Post-Earning Stocks to Buy from Monday

    By Brian Nichols - May 1, 2013 | Tickers: HNT, MDSO, ROP

    With earnings season in full swing, you can capitalize on great value if you keep your eyes open. Stocks trade illogically or fundamentally change all the time following earnings, and in this article I am looking at three stocks that I’d buy after earnings on Monday.

    Health Net (NYSE: HNT)

    After a decade of flat trading, Health Net might not come to mind as a post-earnings stock to buy more »

  • The Search of a Well Oiled Machine

    By Chris Hodge - April 16, 2013 | Tickers: ITW, PLL, ROP

    I like machinery manufacturer stocks to a point. On the one hand, the fact that they tend to service long-term contracts means that their business model is more stable than, say consumer electronics companies. I like stability and plenty of profitability, so I'm going to check out some companies that appear very profitable and try to determine whether this trend is likely to continue. I'm even trying to more »

  • The Search for a Well Oiled Machine

    By Chris Hodge - April 4, 2013 | Tickers: ITW, PLL, ROP

    I like machinery manufacturer stocks to a point. On the one hand, the fact that they tend to service long-term contracts means that their business model is more stable than, say consumer electronics companies. I like stability and plenty of profitability, so I'm going to check out some companies that appear very profitable and try to determine whether this trend is likely to continue. I'm even trying to more »

  • Has This Growth Company Turned the Corner?

    By Lee Samaha - February 13, 2013 | Tickers: AA, CGNX, INTC, ROP

    Machine vision company Cognex (NASDAQ: CGNX) reported better than expected results and the market rewarded the company with an initial markup. I could stop the commentary right here but I think investors should look deeper into these numbers because there are a lot of things going on here. In summary I think the slowdown in the consumer electronics industry in 2012 has hit Cognex disproportionately hard, and if you consider more »

  • Another Strong Year Ahead for This Well Run Company

    By Lee Samaha - February 4, 2013 | Tickers: ARAY, COV, ROP, VAR

    Another good set of results at Roper Industries (NYSE: ROP), and the company continues to execute superbly within a strong set of end markets. I think there is some upside from its key growth drivers in 2013, and Roper will need it because the stock is approaching full value. With that said, this is a very well run company, and for those willing to take a long term view it more »

  • SWOT Analysis: Landauer

    By Reuben Brewer - November 7, 2012 | Tickers: CCJ, JNJ, LDR, ROP

    As a dividend-oriented investor, I want to own a stock for a long time. With a holding period of “forever,” I need to have a well rounded picture of a company. One tool that really helps round things out is a SWOT analysis. This simple tool requires nothing more than making a thoughtful list of a company's Strengths, Weaknesses, Opportunities, and Threats. 

    A company's strengths and weaknesses are more »

  • Is the Short Term Risk Worth Taking for This Growth Story?

    By Lee Samaha - November 5, 2012 | Tickers: AA, CGNX, FDX, INTC, ROP

    Anyone left with any residual doubt that the industrial sector is slowing would only need to look at Cognex’s (NASDAQ: CGNX) latest set of results in order to have their worst fears confirmed. Overall revenue was flat and sales in its factory automation segment were only up 4% and were flat on a sequential basis. However, don’t be too put off by this intro. This stock has some more »

  • This is How Your Company Should be Run

    By Lee Samaha - October 29, 2012 | Tickers: CSCO, GE, HPQ, ROP

    Previously I wrote that Roper Industries (NYSE: ROP) was the best run company in America. That article will serve as a good primer for the company. In this article I want to do two things: first, flesh out what you can learn from Roper’s management in your own investing; second, discuss how it’s applying these principles in running its own business.

    What Makes Good Management?

    Frankly I can more »

  • Are the Ratings Agencies Pointless?

    By Lee Samaha - October 12, 2012 | Tickers: AMD, ORCL, RRD, ROP, WAG

    The ratings agencies have had their reputations damaged in recent years and I confess I have a certain amount of sympathy for them. They get pilloried and lambasted by the finance industry who has found someone to conveniently blame for their idiotic investment decisions during the sub-prime debacle. On the other hand, they get little credit when their work turns out to be accurate.  Every profitable investment decision is, of more »

  • The Best Run Company in America

    By Lee Samaha - September 17, 2012 | Tickers: AA, COV, ETN, GE, ROP

    All investors, in common with fisherman, have a tale to tell of ‘the one that got away’. Of course, I know you expected me to include Katy Perry in that list following her hit single of the name but bear in mind that she (in the video) took solace by making a wealthy man’s life a misery as a consequence. Maybe he was wealthy because he may not have more »

  • Three Utility Infrastructure Plays

    By Steve Van - June 20, 2012 | Tickers: BMI, ITRI, ROP

    In a previous blog post, I identified three trends that should be drivers of revenue and profits for California gas and electric utilities. The one I'll discuss today is increased capital investment in aging utility infrastructure to absorb rising demand. This trend in electric and gas utilities is present nationwide and in Europe as well. Water utilities are no exception, as recent surveys indicate that aging infrastructure is a more »

  • Will FLIR Fly?

    By Keith Speights - June 7, 2012 | Tickers: FLIR, GRMN, LLL, ROP

    FLIR Systems (NASDAQ: FLIR) stock skyrocketed over the past ten years. Shares of the infrared technology company soared from less than $5 in 2002 to a high of over $40 in 2008. The stock has come down significantly from those lofty heights, though, and now trades for less than $22 per share. Is FLIR’s successful run a thing of the past or can the stock fly high again?

    My more »

  • Stocks Like Agilent Technologies are Good Investments, just be Patient

    By John Mylant - June 5, 2012 | Tickers: A, GRMN, ROP

    I think very highly of Agilent Technologies (NYSE: A) as an investment. But, without being biased, there is a time to enter a stock and a time to sit on the sidelines. This company is a solid investment that continues to develop and change with the market demands and technology. But—is this a time to enter the stock? 

    First of all, let me give you an example of how more »

  • Garmin: Not A One Hit Wonder, But Fairly Valued

    By Christopher French - February 6, 2012 | Tickers: GRMN, MTD, ROP, TRMB

    Garmin (NASDAQ: GRMN) has definitely turned out not to be the one hit wonder a lot of people thought it would be. The company has fallen off its highs of about $120 a share in 2007 but has continued to be profitable. The metrics suggest that the stock is more or less fairly valued at its current levels. A financially stronger consumer base will increase the prospects for the company more »

  • Pick Your Price Target! 54

    By Glen Bradford - January 27, 2012 | Tickers: DHT, ROP, TYC, UNP, UTX

    Hi, my name is Glen Bradford and I have a thing for pricing companies. I just can't stop doing it! I have a special one for you today. Stay tuned.

    332. Roper Industries (NYSE: ROP) is out of my price range. Not only that but it's starting to get too expensive for me to want to establish a short. I think that that would happen at $100. Target more »

  • Red White and Sears - An American Tragedy Pt. 2

    By Roland Hughes - December 30, 2011 | Tickers: AOS, ROP, SHLD

    The Fall From Grace

    It strains the mind to understand how Sears (NASDAQ: SHLD) could possibly go out of business with such an amazing and loyal captive market.  With today's connected world, it is almost impossible to imagine a life with only one shopping experience, the Sears catalog (see part I for that portion of the story).  In January of 1993 Sears stunned the world when it announced the more »