ITW : Analysis & Opinions

  1. Machinery Industry Stock Outlook - Jan 2014 - Industry Outlook

    January 16, 2014
    Machinery Industry Stock Outlook - Jan 2014 - Industry Outlook
  2. Make Insider Trading Work For You -- Without Going To Jail

    October 23, 2013
    Billionaires go to jail for it. Money managers have fled the country and faked suicides when it's suggested. Hedge funds ...
  3. Machinery Industry Stock Outlook - Sept 2013 - Industry Outlook

    September 20, 2013
    Machinery Industry Stock Outlook - Sept 2013 - Industry Outlook
  4. The Market Already Convinced Colfax Will Meet Or Beat Its Goals

    August 27, 2013
    Colfax is delivering on the margin improvements management promised
  5. 3M Okay On Growth, But Margins A Growing Worry

    July 25, 2013
    Another margin miss should make investors question 3M's valuation .
  6. Caterpillar's Numbers Look Ugly, But That Was Expected

    July 24, 2013
    Basic business conditions are still very challenging for Caterpillar, and likely to remain so for 2013.
  7. Fastenal Still Growing, But Still Highly Valued

    July 10, 2013
    Fastenal is navigating this industrial slowdown quite well, but the valuation is extreme.
  8. Stanley Black & Decker Offers Leverage To Construction And Internal ...

    July 8, 2013
    Have the changes at Stanley Black & Decker neutralized its leverage to an eventual construction recovery?
  9. U.S. Manufacturing Is Still Alive & Kicking

    June 27, 2013
    With durable and core capital goods orders rising, businesses are still betting on a strong U.S. economy in the months ahead. ...
  10. Roper A Little Short On Growth, But A Proven Builder Of Value

    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
  11. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  12. It Should Be Up From Here For Eaton

    May 13, 2013
    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  13. Middleby Keeps Sticking To A Successful Recipe

    May 10, 2013
    Middleby continues to gain share and expand its market opportunities in an under-innovative industry.
  14. Johnson Controls Has A Lot Of Improving Left To Do

    May 7, 2013
    Analysts are projecting a big turnaround in Johnson Controls' margins, but that the downside risks are meaningful
  15. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  16. Machinery Industry Stock Outlook - Jan 2013 - Industry Outlook

    January 24, 2013
    A world economic recovery, as witnessed from equity market improvements of the lows experienced since the 2008 global crisis, ...
  17. Middleby Launches A Viking Raid

    January 3, 2013
    Middleby's move into high-end consumer goods is a risky move.
  18. Agilent's Grim Guidance Obscures Long-Term Value

    November 20, 2012
    Agilent's guidance points to another tough year.
  19. Familiar Challenges Show Up For Manitowoc Too

    November 7, 2012
    Even with mid-to-high single-digit revenue growth, Manitowoc is going to have to show a higher, more consistent level of ...
  20. 3M Stuck In The Same Macro Mire

    October 25, 2012
    3M is doing better than many conglomerates, but a miss at the revenue and operating lines is not encouraging.
  21. Machinery Stock Outlook - Sept. 2012 - Zacks Analyst Interviews

    September 27, 2012
    A world economic recovery, as seen from equity market improvements off the lows experienced since the 2008 global crisis, ...
  22. Machinery Stock Outlook - Sept. 2012 - Industry Outlook

    September 27, 2012
    A world economic recovery, as seen from equity market improvements off the lows experienced since the 2008 global crisis, ...
  23. Does Blount Offer Investors A Small-Cap Recovery Play On Housing?

    September 13, 2012
    Blount is an interesting small-cap industrial company with a solid niche that is flying well below the radar.
  24. Autodesk's Growth Problems Go Front-And-Center

    August 27, 2012
    Autodesk's miss only intensifies the growth problem. The company may look undervalued on the basis of its long-term free ...
  25. Sysco Muddling Through

    August 16, 2012
    Sysco is doing better than the restaurant industry, but not better enough.
  26. Middleby Not On The Value Menu

    August 14, 2012
    Middleby is a legitimate growth story, but an expensive one. It's probably best to wait for a pullback before buying into ...
  27. GNTX and Other Consumer Cyclical Stocks Making Big Moves on July ...

    July 24, 2012
    The morning has been bad for the market. The Nasdaq has fallen 0.2%; the S&P 500 has decreased 0.5%; and the Dow has declined ...
  28. Consumer Cyclical Sector's Biggest Movers for July 18, 2012

    July 18, 2012
    The Nasdaq has moved up 1.2%, the S&P 500 has climbed 0.6% and the Dow is up 0.7% on a good day for the market so far. The ...
  29. Actuant Down To One Horse

    June 25, 2012
    Even if Actuant can grow free cash flow at a high single-digit rate over the next decade, these shares aren't compelling ...
  30. Machinery Stock Outlook - June 2012 - Industry Outlook

    June 7, 2012
    A world economic recovery, as seen from equity market improvements off the lows experienced since the 2008 global crisis, ...
  31. Machinery Stock Outlook - June 2012 - Zacks Analyst Interviews

    June 7, 2012
    A world economic recovery, as seen from equity market improvements off the lows experienced since the 2008 global crisis, ...
  32. Earnings Scorecard: Illinois Tool - Analyst Blog

    May 1, 2012
    Earnings Scorecard: Illinois Tool - Analyst Blog
  33. A Hot Domestic Market Continues To Propel Lincoln Electric

    April 27, 2012
    Although LECO's European business activity is holding up reasonably well, those markets are still soft and Asia has clearly ...
  34. Slower Doesn't Mean Stop For Joy Global

    December 20, 2011
    Joy Global may be seeing slowing demand, but the long-term outlook is still strong.
  35. November's Rail Data Supports A Strong Economy

    December 14, 2011
    Rail data continues to support the idea that the economy is growing, despite what the markets would have you believe.
  36. Middleby Still Simmering

    November 16, 2011
    Middleby is doing well enough, but the price is no bargain.
  37. Manitowoc Has More Room To Grow

    October 31, 2011
    Manitowoc should benefit from a double-barreled recovery.
  38. ITT Set For A Halloween Breakup

    October 28, 2011
    The separation of ITT into three different companies adds further upside potential.
  39. Dover's Price Underestimates Its Prospects

    October 26, 2011
    Dover's challenges seem more than discounted by today's stock price.
  40. 5 Dividend Darlings

    October 20, 2011
    Strong dividend payers could form the best defense in an unsure market.
  41. 3 Reasons To Own Sauer-Danfoss

    October 14, 2011
    Sauer-Danfoss is making record margins these days, but its stock is up and down like a yo-yo. Here are three reasons to own ...
  42. Colfax Makes A Bold Bid

    September 19, 2011
    Colfax makes an almost unbelievable bid for Charter International.
  43. Find Your Way Back With Dividends

    September 12, 2011
    Strong dividend payers could form the best defense in an unsure market.
  44. 3 Reasons To Own Magna International

    August 16, 2011
    The auto parts maker's EV/EBITDA is less than four times EBITDA, making it very appealing right now.
  45. Growth Trends Perking Up At Graco

    August 4, 2011
    Much future growth is already discounted in the share price of Graco.
  46. ITT Readying For A Split

    August 3, 2011
    ITT Corp plans to split into three different firms to better realize the value of its businesses.
  47. Eaton's Growth Still Industrial Strength

    August 1, 2011
    Eaton continues to gain share across a broad swath of growing markets.
  48. Caterpillar Hits A Pothole

    July 26, 2011
    Caterpillar is continuing to perform, but expectations are way ahead of the reality.
  49. Industrial Softness Spreading Out

    June 21, 2011
    Guidance among the companies that feed heavy industry confirms a slowdown. Are naysaysers of the U.S economy right?
  50. Waiting To Warm Up To Middleby

    May 16, 2011
    Middleby continues to build share, but the stock is no bargain.
  51. Eaton Shows Broad Recovery Continues

    April 25, 2011
    Eaton is no bargain, but the company is prospering as the economy recovers.
  52. Lincoln: Electric A Quality Niche Industrial

    February 24, 2011
    With the rebound in industrial activity, welding has come back strong, and Lincoln Electric is in place to benefit.
  53. Looking At ITT Before It Splits

    February 8, 2011
    There is upside potential if ITT's three units remain independent or are bought out by rivals after the split.
  54. Nordson's Growth Story Sticks

    December 20, 2010
    With broad economic exposure and over 20% order growth, Nordson results point to the ongoing recovery.
  55. Industrial-Sized Dividends

    December 15, 2010
    With the economy beginning to move in the right direction, the industrial industry will be a major beneficiary of that growth.
  56. Middleby Making The Right Kind Of Smoke

    November 12, 2010
    Middleby has rebounded strongly in recent months, but the company could still have room to run.
  57. Feeling Better With Danaher

    October 22, 2010
    Optimism from Danaher management is a good sign for the broader economy.
  58. Middleby Stuck In The Middle For Now

    August 17, 2010
    Middleby continues to gain share in a fragmented market.
  59. 4 Strong Industrial Ways To Play The Recovery

    April 7, 2010
    With the economy beginning to show some signs of improvement, industrial stocks have risen from the grave.
  60. Black & Decker Sharpens Blade For Dividend Cut

    February 5, 2009
    A heavy debt load and worsening sales and earnings figures could put this company's payout under the ax.
  61. Manitowoc Flies South For The Winter

    November 5, 2008
    Manitowoc is not an especially well-run company, but the market has overreacted to a ridiculous point.
  62. Tracking UTX's Moving Parts

    October 22, 2008
    Conglomerate UTX is going to see business slow down, but this quality company has been here before.
  63. 10 Blue Chips On The Outs

    October 8, 2008
    The market has taken down stocks of all caliber, and these formerly sturdy blue chip stocks are due another look as we wait ...
  64. Actuant A Growth Company In Training

    October 6, 2008
    The economic slowdown has hit this diversfied industrial company hard, but a sound managemnet philosophy gives hope for the ...
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