Colfax Corporation niche industry of manufacturing fluid handling products for commercial marine, oil, and gas, global Nay and power Generation industries has allowed itself to dominate this market it is in.

This is clearly obvious by the growth in EPS and sales. The past six quarters EPS took off growing over 999% the past five quarters before growing a more manageable 43%. The sales were going off as well, with growth coming in at 14%, 14%, 14%, 17%, 33%, 33% the past eight quarters. The sales growth is incredible but the earnings growth rate of 127% which helps put the stock within the top 1% of stocks based on earnings stability, despite debt being 384% of the shareholder equity. And who can really care about a 384% debt when you return on equity is THE BEST IN THE BUSINESS WITH A 220% rating, seriously.

Not only are they nuts bout the earnings …

Colfax Corporation niche industry of manufacturing fluid handling products for commercial marine, oil, and gas, global Nay and power Generation industries has allowed itself to dominate this market it is in.

This is clearly obvious by the growth in EPS and sales. The past six quarters EPS took off growing over 999% the past five quarters before growing a more manageable 43%. The sales were going off as well, with growth coming in at 14%, 14%, 14%, 17%, 33%, 33% the past eight quarters. The sales growth is incredible but the earnings growth rate of 127% which helps put the stock within the top 1% of stocks based on earnings stability, despite debt being 384% of the shareholder equity. And who can really care about a 384% debt when you return on equity is THE BEST IN THE BUSINESS WITH A 220% rating. Serously.

Not only are they nuts bout the earnigs …

CFX – Colfax plans on offering 18.8 million shares at a range of $15-$17. Insiders are planning on selling 11 million shares in the deal. Merrill Lynch, UBS and Lehman will be lead managing the deal; Robert Baird, BofA, Deutsche Bank, and KeyBanc will be co-managing. Post-ipo CFX will have 41.2 million shares outstanding for a market cap of $659 million on a price of $16. Approximately 1/3 of ipo monies will be used to repay debt, 2/3’s will go to insiders in the form of bonuses, dividends and reimbursements.

Capital Yield Corporation will own 21% of CFX post-ipo. Capital Yield is the selling shareholder on ipo.

From the prospectus:

‘We are a global supplier of a broad range of fluid handling products, including pumps, fluid handling systems and specialty valves.’

CFX specializes in rotary positive displacement pumps. What …