Donaldson: Stay The Course And Keep Reinvesting Those Dividends

Core Viewpoint - The company maintains a bullish stance on Donaldson Company, Inc. (NYSE: DCI) despite its returns trailing the S&P 500 in previous bullish commentaries [1]. Group 1: Investment Strategy - The investment strategy focuses on buying undervalued profitable stocks with strong balance sheets and minimal debt [1]. - The company also engages in writing calls against positions to generate additional income when opportunities arise [1]. - Risk management is implemented through position sizing and the use of trailing stop losses over time [1].