Key Catalysts: The key data points include monthly market share statistics (such as Nielsen), and evidence that the company is not losing shelf space/market share as a new compacted bleach formulation is introduced. Negative catalysts could include rising oil/gas prices which would affect Clorox's gross margins negatively. Valuation: A three year EBIT growth rate of 5%, mid-term FCF growth of 5%, and a perpetual growth rate of 2% is expected from the stock. These estimates are consistent with a forward P/E multiple of 18x, which is in-line with the stock's current multiple. Colgate-Palmolive Company (NYSE: CL ) Investment Thesis: The company is expected to deliver industry-leading top line and high quality earnings growth, based on the analysis of Colgate-Palmolive Company (NYSE:CL)'s product category and portfolio mix. 2013-2014 EPS estimates are 2% and 4% ahead of consensus, respectively.