Fortune40 Best Stocks To Retire On Part3

21

NE

Noble Corp

22

RBC

REGAL-BELOIT CORP

23

VMI

Valmont Industries Inc

24

GWW

WW Grainger Inc

25

AAON

Aaon Inc

26

EXPO

27

LINC

28

MMSI

29

NEOG

30

NTRI

Noble Corporation (Noble) is an offshore drilling contractor for the oil and gas industry. The Company performs contract drilling services with its fleet of 63 mobile offshore drilling units located worldwide. This fleet consists of 13 semisubmersibles, four dynamically positioned drillships, 43 jackups and three submersibles. The fleet count includes five units under construction, including one F&G JU-2000E enhanced jackup, one dynamically positioned ultra-deepwater, harsh environment Globetrotter-class drillship, and three deepwater dynamically positioned semisubmersibles. The Company have secured customer contracts for the one jackup and three semisubmersibles under construction. Regal Beloit Corporation is a global manufacturer of commercial and industrial electric motors, heating, ventilation and air conditioning (HVAC) electric motors, electric generators and controls, and mechanical motion control products. The Company manufactures and markets electrical and mechanical products. Its electrical products include HVAC motors, a line of alternating current (AC) and direct current (DC) commercial and industrial electric motors, electric generators and controls, capacitors, and electrical connecting devices. Its mechanical products include gears and gearboxes, marine transmissions, high-performance automotive transmissions and ring and pinions, and manual valve actuators. On September Valmont Industries, Inc. is a global producer of fabricated metal products and a producer of metal and concrete pole and tower structures in the engineered support structures and utilities support structures businesses, and are a global producer of mechanized irrigation systems in the irrigation business. The Company also provide metal coating services, including galvanizing, painting and anodizing in the coatings business. The pole and tower structures support outdoor lighting and traffic control fixtures, electrical transmission lines and related power distribution equipment, wireless communications equipment and highway signs. The mechanized irrigation equipment delivers water, chemical fertilizers and W.W. Grainger, Inc. (Grainger) distributes facilities maintenance products, and provides services and related information used by businesses and institutions primarily in the United States, Canada and Mexico to keep their facilities and equipment running. Grainger is the supplier of facilities maintenance and other related products in North America. Its operations are managed in three segments: Grainger Branch-based, Acklands � Grainger Branch-based (Acklands � Grainger), and Lab Safety Supply, Inc. (Lab Safety). Grainger Branch-based is an aggregation of the Grainger Industrial Supply (Industrial Supply), Grainger, S.A. de C.V. (Mexico), Grainger Caribe Inc. (Puerto Rico), Grainger China LLC AAON, Inc. is engaged in the manufacturing and selling of air-conditioning and heating equipment. The products of the Company consists of rooftop units, chillers, air-handling units, make-up air units, heat recovery units, condensing units, coils and boilers. The Company�s subsidiaries include AAON Coil Products, Inc., AAON Canada, Inc. and AAON Properties, Inc.

An offshore driller that is FCF positive is rare. Marings going up at rapid pace. Lots of investing to growth. Debt reduced.

$28.57

$27.61

$90.40

Comment from my 2008 list average numbers and wild FCF, strong earnings growth and cash from ops growth

$39.49

$32.49

$87.00

Average level return metrics but top line has been good. Bottom line margins increasing steadily. Management not effective in investing its cash, CROIC fluctuates wildly.

$68.50

NA

$116.34

Consistently increasing margins. FCF has been positive but flat for past 6 years. CROIC is good at 12%. Shareholders equity dropping over past 4 years. Large increase in debt to equity.

$81.79

$63.22

$180.19

No FCF growth. CROIC is negative. Cant convert sales into FCF. Earnings and earnings growth is good but can't take it to the bottom line.

$20.07

$13.00

$42.87

$24.41

$25.45

$48.06

$19.65

$10.89

$24.98

$16.16

$10.03

$23.74

$28.66

NA

$27.24

$14.20

$19.01

NA

Exponent, Inc. (Exponent) is a science and engineering consulting firm that provides solutions to complex problems. As of January 2, 2009, the Company operated 21 practices and centers, including Biomechanics, Buildings & Structures, Civil Engineering, Construction Increasing margins. Great FCF growth and CROIC. Consulting, Ecological & Biological Sciences, Electrical & Semiconductors, Engineering Exponent Inc Management Consulting, Environmental & Earth Sciences, Health Sciences, Human Factors, Looks to be a good company at a fair value. Industrial Structures, Mechanical Engineering & Materials Science, Statistical & Data Sciences, Technology Development, Thermal Sciences, Vehicle Analysis and Visual Communications. Exponent�s service offerings are provided on a project-by-project basis. Lincoln Educational Services Corporation is a provider of career-oriented post-secondary education. The Company offers high school graduates and working adults degree and diploma programs in five areas of study: automotive technology, health sciences, skilled Short history. Too inconsistent. Top line growing Lincoln Educational trades, business and information technology, and hospitality services. During the year ended quickly but can’t preserve the cash. Growth startup Services Corp December 31, 2008, the Company�s automotive technology program, health science company. program, skilled trades program, business and information technology program, and hospitality services program accounted for approximately 35%, 32%, 14%, 9%, and 10%, respectively, of its average enrollment. On December 1, 2008, the Company acquired the Merit Medical Systems, Inc produces single-use medical products. The products are designed to enable physicians and other health care professionals to perform interventional and diagnostic procedures safely and effectively. During the year ended December 31, 2008, Another growth orientated company. Top line Merit Medical Systems the Company�s United States domestic sales force made approximately 41% of its sales growth much faster than bottom line growth. FCF Inc directly to United States hospitals and approximately 14% of sales through other channels and CROIC unimpressive. Returns are average. such as United States customs packagers and distributors. Original equipment manufacturers (OEM), companies accounted for approximately 17% of its 2008, sales. Approximately 32% of its sales in 2008, were made in international markets (of which OEM Neogen Corporation (Neogen), together with its subsidiaries, develops, manufactures, and markets a line of products dedicated to food and animal safety. The Company operates in two primary business areas: the food safety segment and the animal safety segment. The Pure growth company. FCF inconsistent but CROIC Company�s food safety segment consists primarily of diagnostic test kits and Neogen Corp complementary products marketed by sales personnel in the United States, Canada, the is good. United Kingdom and other parts of Europe and by distributors elsewhere to food producers and processors to detect dangerous and/or unintended substances in human food and animal feed, such as foodborne pathogens, spoilage organisms, natural toxins, food NutriSystem, Inc. is a provider of a weight management system based on a portioncontrolled, prepared meal program. The Company provides a weight management program, NTRI growth has been huge in its short history but consisting primarily of a pre-packaged food program and counseling. The Company�s growth seems to have caught up with them even customers purchase monthly food packages containing a 28-day supply of breakfasts, NutriSystem Inc before the drop in the markets. lunches, dinners and desserts, which they supplement with fresh dairy, fruit, salad, vegetables and low-glycemic carbohydrate items. Most of the Company�s customers order Sales, margins, returns, book value all declining. on an auto-delivery basis (Auto-Delivery), in which it sends a month�s food supply on an ongoing basis until notified by the customer to stop the shipments. The Company�s