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May 14, 2013
Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
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May 13, 2013
AEIS is cyclically down, but far from out.
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May 08, 2013
Emerson's relative performance may be positive, but the net value is still lacking
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May 08, 2013
Macro pressures are outweighing solid internal progress at Hologic.
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April 26, 2013
Looking past the BRICs and broad index funds, Africa represents a huge ignored growth story.
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April 24, 2013
Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
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April 24, 2013
UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
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April 23, 2013
ITW looks weak on growth, but investors don't seem to mind right now
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April 23, 2013
While it’s not a glamorous business, operating for-profit prisons is quite a money maker. Especially for those firms ...
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April 22, 2013
Honeywell is one of the stronger industrial names today, and still trading at a decent price.
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April 22, 2013
If oilfield activity has bottomed, Halliburton would be a good pick here.
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April 19, 2013
GE looks underpriced on its long-term growth potential.
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April 19, 2013
Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my ...
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April 09, 2013
GE is taking a deep dive into artificial lifts with a high-priced acquisition of Lufkin Industries.
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April 02, 2013
Vestas is clearly struggling, but may just manage to do more than survive.
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February 18, 2013
MetLife is still making steady improvements, but the stock doesn't reflect it.
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February 15, 2013
Columbia Sportswear Company's (COLM) fourth quarter 2012 earnings went up 8% to $1.15 from the year ago quarter ...
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February 15, 2013
Imitation just may be the sincerest form of flattery, as any sufficiently profitable ETF idea seems to eventually ...
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February 14, 2013
ImmunoGen, Inc. (IMGN) recently announced that it has finished enrolling patients for the initial stage of the ...
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February 14, 2013
GE Capital Retail Bank, an operating unit of the General Electric Company (GE), recently signed a multi-year renewal ...
