Last Friday, I invited recommendations for stocks to add to the Borefolio, and about a dozen folks generously offered not only their picks but also some supporting arguments. I'll run through part of the list of nominees tonight, and the remainder next week. And if you care to add yours to the pile, please drop me a note or post it in the Boring Portfolio section of the stock folders. Cintas sells and rents uniforms of all kinds. Nearly all of their business is in the U.S., but their increasing operations in Canada.
Asian exposure is zilch.
Cintas's annual earnings growth is consistently in the high teens, and the stock pays a small dividend, as well. The balance sheet is rock solid. Danaher makes Craftsman tools for Sears as well as a variety of environmental controls and related products. Danaher also reliably cranks out profit growth in the mid- to upper teens, offers a small dividend, and has a sparkling balance sheet. A bit pricey, perhaps, but definitely worth a closer look.