Rich Multiple And Weak Results Put Donaldson In The Penalty Box

Shares of the Donaldson Company, Inc. ( DCI ) have been an excellent performer over the past year, gaining 50%. However, this rally left them “priced for perfection,” and a mixed fiscal Q1 quarterlyOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure: I/we have no stoc ...