Air Products and Chemicals Inc (APD)

[DewDiligence]

APD Shares Fall on Tepid FY4Q11 Forecast:

#msg-65492582

The 4% selloff following this earnings release provides a good entry point, IMO, insofar as the company’s 2015 forecast in #msg-64095618 remains unchanged. APD actually raised the lower bound of its FY2011 EPS guidance from $5.65 to $.70; however, the market treated this as a negative because APD left the upper bound of the range unchanged at $5.75. More important, APD maintained its 2015 outlook presented in #msg-64095618.

Please see #msg-46518659 for a dated but still accurate description of how APD ties in with The Global Demographic Tailwind. Also see #msg-46518659 for how APD participates in the global LNG buildout.