$PH Parker-Hannifin Tape Reports
Per Ticker.id: $PH Parker-Hannifin Tape Reports — 3 podcast mentions across 1 podcast (30 days), latest 2026-07-31 00:02 UTC.
Hi, Luke and Justin. This is Justin here in Colorado. I was calling about Parker-Hannifin, Papa Hotel. Bought it back in 2020 and it's done really well. It's about 4.5% of my portfolio, and I was wondering if I should maybe trim a little bit or maybe add to the position. I'll be listening for your thoughts. Thanks. All right.
Speaker D — InvestTalk · AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off? · 2026-07-31Looking at Parker-Hannifin. A name that's been around for a long, long time. Its market cap is— what are we at now? $120 billion. So large name. And what does it do? It manufactures motion and control technology systems, mainly through diversified industrial and aerospace systems segments. So it's in a— it's an industrial name out of Ohio. Historically, it's a very well-run business, return equity around 25%, but it has started to lose momentum. It peaked back in February, it's been kind of chopping sideways since, here right around $1,000 per share. Right now we're closing at $962 at the close today. Good balance sheet, as I said, good profitability, dividend yield not crazy, but it's growing its dividend, so it's Dividend yield is a little below 1%, but this is a perfect example of why you don't want to just focus on high dividend payers. You want to talk— you want to invest in dividend growers. Back in 2017, its dividend was $0.66 a share. Now it's $2 a share. So think about that growth of its dividend. It's tripled over the past couple of years or past decade. Its trailing returns over the last 10 years is 24%. 5 years is 26%. 3 years is 34%. Over 15 years, 18% annualized. Very, very good performer. So type of name that should be on everyone's watch list. The question is, is it too expensive right now, especially with interest rates going up? If you have high multiple stocks, they often come back down to earth and multiples become— multiples shrink. And this is at about 20 times forward-looking enterprise value to EBITDA. That is near the highest levels it's been in over the last 10 years. So this is a name, because of the technicals and the valuation, I would at least trim. If you hold it, it's 4.5% of your portfolio, bring that back down, cut it in half. Maybe bring it down to 2% of your portfolio. You want to sell it all? I'm not against that, but make sure you have it on your watch list to buy it if it does come down considerably. Because that's one of the issues with selling winners altogether is that you forget about it. You sell it and then, you know, it pulls back and you forget about it. You moved on.
Justin Klein — InvestTalk · AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off? · 2026-07-31