Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!

Q: It has been a couple of years since you commented on this company. It seems to hit all the right notes with high ROE, decent dividend growth, low debt although revenue growth isn't high and analysts don't seem to be enamoured with it currently.

Comments?

Appreciate your insight.

Paul F.

Q: Hi guys,

Please rank these three companies (HRL, FDS, DHR) for a half position for a 3 year hold.

thanks

Jim

Jim