Ecolab (Nasdaq:ECL) is about to release earnings. Follow this Bear Case Scenario.
Recent major acquisitions of Nalco and Champion may prove to be distracting for senior management. The top cannot lose focus.
Rising commodity costs constant chip away at margins. Industry wide problem but one that does not creat shareholder wealth.
International margins trail US margins. So any ramp up internationally will not be the best way to increase valuations.