Letters by company
Parker-Hannifin Corp
2 letters discussing PH. Everything written about it on this site is on its ticker page.
- Value Line Funds Portfolio Manager Q&A: Value Line Select Growth Fund Value Line Select Growth Fund maintained limited exposure to giant-cap companies, favoring high-quality large-cap businesses to reduce crowding risk. It added O’Reilly Automotive and Parker Hannifin for their consistent earnings growth and competitive positions, while exiting Zoetis and Danaher over longer-term growth concerns. 4th Quarter 2025 ORLY $73BPH $115B
- Value Line Funds Portfolio Manager Q&A: Value Line Select Growth Fund (VALSX/VILSX) Value Line Select Growth Fund emphasized Motorola Solutions and Costco Wholesale for resilient demand and consistent operating performance, while its Industrials overweight benefited from steady end markets and execution. The portfolio remained underweight giant-cap stocks and Information Technology, favoring large- and mid-cap businesses with more predictable earnings profiles. 1st Quarter 2026 —