Kaminsky mentioned three companies that may get together or be acquired. They were Clorox(CLX), Church and Dwight(CHD) and Ecolab(ECL). He said all three benefit from the trends toward cleanliness and health care.

8%

From a recent Mad Money show:"That one does not have a good yield or a good business anymore. That's not what I want right now. "

Buy - Price 44.15 on July 29
by Longbow Research

Ecolab provides cleaning and sanitation services in hospitality, health-care and industrial markets. With predictable and steady earnings growth, and a relative a lack of sensitivity to economic cyclicality, ECL justifiably enjoys multiples in excess of industry peers....With concerns surrounding the Henkel divestiture (29.4%) overblown and a continuation of solid growth in ECL's key end markets, we reiterate Buy and 56 target. Market cap: $210 million.

Excellent growth track record.

Environmentally friendly international company

Upgraded by Credit Suisse from Neutral to Outperform

Upgraded by Jefferies & Co from Hold to Buy

ROE 23%

ESPP

never moves

not aggresive