Seeking Alpha: Storm Clouds In Front Of Parker-Hannifin

Parker-Hannifin (NYSE:PH) hasn't been a terrible performer since my article back in January, but I think investors should generally aim higher than "not terrible". I continue to believe that this diversified motion and fluid control company is well-run and a credible long-term hold, but the near-term outlook has gotten pretty scary lately and I think the odds favor that the company will underwhelm with its upcoming fourth quarter earnings release and guidance for the upcoming fiscal year.

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Storm Clouds In Front Of Parker-Hannifin

Seeking Alpha: Can Sun's Superiority Send It Higher?

Although 2012 has been a tough year for industrial names, hydraulic component players like Eaton (ETN), Parker-Hannifin (PH), and Sauer-Danfoss (SHS) still post quite solid 12-month returns relative to the S&P 500; about 40% higher on average. That makes Sun Hydraulics (SNHY) a notable and surprising laggard, with the trailing year's return about 40% lower than the market. Sun stands out as a high-quality and differentiated industrial small cap, but producing an appealing fair value target takes some effort and above-average optimism.

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Can Sun's Superiority Send It Higher?

Seeking Alpha: Sauer-Danfoss Pummeled, But Not KO'ed

I have a habit of buying small stocks that are barely followed by sell-side analysts, as I think you can find the most inefficiently priced stocks where there are fewer people watching. The downside to that philosophy is above-average volatility, as Sauer-Danfoss (SHS) is ably demonstrating today. While investors were disappointed by the sharp reversal in momentum at this commercial vehicle supplier, the long-term growth picture still supports a substantially higher price.

Pretty Dismal Fourth Quarter Results
To management's credit, the results reported for this quarter were consistent with the lower end of the range they gave with third quarter results. Unfortunately, with no analysts following this stock (apart ValueLine), there really wasn't a consistent voice out there reminding investors of the potential slowdown this guidance implied.

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Sauer-Danfoss Pummeled, But Not KO'ed