ITW : Analysis & Opinions

  1. These Companies Could Run Out of Cash Without Tax Reform

    November 12, 2014
    The wave of Republican victories in mid-term elections blew past everyone's expectations and sparked a rally in the markets. ...
  2. Machinery Industry: Global Perspective, Bright Outlook - Industry ...

    September 9, 2014
    Machinery Industry: Global Perspective, Bright Outlook - Industry Outlook
  3. Global Machinery Stocks, Piece by Piece - Industry Outlook

    May 12, 2014
    Global Machinery Stocks, Piece by Piece - Industry Outlook
  4. 3M reported better than expected earnings and raised its guidance

    How 3M Got Back Into Wall Street’s Good Book

    October 24, 2013
    3M reported better than expected earnings and raised its guidance. We'll take a closer look at the news and decipher if now ...
  5. The Market Already Convinced Colfax Will Meet Or Beat Its Goals

    August 27, 2013
    Colfax is delivering on the margin improvements management promised
  6. Sysco's Benefit Of The Doubt Looking A Little Fuzzy

    August 12, 2013
    Sysco's weak organic growth and even weaker margins ought to be eroding the stock's premium more than they have.
  7. 3M Okay On Growth, But Margins A Growing Worry

    July 25, 2013
    Another margin miss should make investors question 3M's valuation .
  8. Illinois Tool Works Comes Up Short On Growth

    July 23, 2013
    Underwhelming growth overshadows ongoing progress with margins.
  9. Fastenal Still Growing, But Still Highly Valued

    July 10, 2013
    Fastenal is navigating this industrial slowdown quite well, but the valuation is extreme.
  10. 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?
  11. 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. ...
  12. 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
  13. 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.
  14. 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.
  15. 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.
  16. 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
  17. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  18. Dover May Be Bottoming, But The Street's Already Thinking Recovery

    April 18, 2013
    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that while ...
  19. Illinois Tool Works Still Has Work To Do

    February 5, 2013
    Illinois Tool Works is already getting a lot of hype for saying and doing the right things.
  20. Parker Hannifin's Recent Run Has Taken Away The Value

    January 24, 2013
    Parker Hannifin is a decent enough industrial play, but it's had its rebound.
  21. Middleby Launches A Viking Raid

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

    November 20, 2012
    Agilent's guidance points to another tough year.
  23. 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.
  24. An Unusual Miss (And Sobering Guidance) From Danaher

    October 22, 2012
    Gloominess from Danaher should give industrial investors a reason for pause.
  25. 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.
  26. 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 ...
  27. Illinois Tool Works Slims Down

    August 20, 2012
    ITW announced August 16 that it was selling 51% of its decorative surfaces business for $1.05 billion. I'll look at what ...
  28. Sysco Muddling Through

    August 16, 2012
    Sysco is doing better than the restaurant industry, but not better enough.
  29. 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 ...
  30. 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 ...
  31. Colfax Getting More And More Interesting

    May 12, 2012
    Colfax is delivering good growth and may be a value today.
  32. 5 Solid Income Stocks Ready to Grow

    March 10, 2012
    Investors continue to seek out income stocks that have dividend yields like growth stock returns, but it usually means hit ...
  33. 2011 In Review - Conglomerates

    December 22, 2011
    Conglomerates were largely in the red for 2011.
  34. 3 Reasons To Own Illinois Tool Works

    December 8, 2011
    The large-cap manufacturer is having a good year. Here are some of the reasons to own its stock.
  35. Manitowoc Has More Room To Grow

    October 31, 2011
    Manitowoc should benefit from a double-barreled recovery.
  36. 5 Dividend Darlings

    October 20, 2011
    Strong dividend payers could form the best defense in an unsure market.
  37. 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 ...
  38. Colfax Makes A Bold Bid

    September 19, 2011
    Colfax makes an almost unbelievable bid for Charter International.
  39. 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.
  40. 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?
  41. Waiting To Warm Up To Middleby

    May 16, 2011
    Middleby continues to build share, but the stock is no bargain.
  42. Is Dover Worth The Trouble?

    April 26, 2011
    Dover is looking better than ever before.
  43. 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.
  44. Illinois Tool Works – The Best May Lay Ahead

    February 2, 2011
    Illinois Tool Works is better than the average industrial but seldom trades like it.
  45. Nordson's Growth Story Sticks

    December 20, 2010
    With broad economic exposure and over 20% order growth, Nordson results point to the ongoing recovery.
  46. 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. ...
  47. Middleby Stuck In The Middle For Now

    August 17, 2010
    Middleby continues to gain share in a fragmented market.
  48. CEOs' Retirement Savings Are Safe: Are Yours?

    January 21, 2010
    CEOs make huges salaries, yet corporate boards still feel compelled to guarantee huge retirement packages.
  49. 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 ...
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