Alfa Laval AB (ALFVY)

Continuously growing free cashflow, free cashflow equals net income so you get a cash conversion rate of 100%. Other companies don't meet this criterion. 13% organic growth on revenues, huge. Putting lots of money into R&D to achieve better ESG compliance. Very little debt, lots of free cashflow. Dividend growth around 10% range.

Believes company is good bet for investors looking for carbon removal technology. Drop in stock price has created a good opportunity to buy. Company generates a lot of free cash flow.

Engineering company making heavy equipment in energy, food, and marine. About 15x earnings, and in EM. So if US dollar starts to fall, EM economy should pick up. Dividend growing 10% a year. Good management. (Analysts’ price target is $229.06)