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Manufacturing & Technology Companies: Eli S. Lustgarten, Longbow Research
Outlook for Industrial Manufacturers: Ned Armstrong, Friedman, Billings, Ramsey Group, Inc.
Industrial Diversified Companies: Robert LaGaipa, CIBC World Markets
Off The Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.
CEO Interviews (average 2,500 words): Gardner Denver, Inc., Actuant Corporation, BTU International, Ingersoll-Rand Company Limited, Kennametal, Inc., QualMark Corporation, Thermadyne Holdings Corporation
Topics covered:Mid-single digit range - Tremendous level of profitability - Mid to late-cycle demand of markets - GDP growth - Aquisition activities - Mid-cycle Environment - Double-digit sales growth - EPS visibility - Cyclical exposure - Opportunities outside the US market - Decelerating growth rates
Companies covered: Ingersoll Rand (IR), Caterpillar (CAT), Timken (TKR), Kennametal (KMT), Eaton (ETN), Deere (DE), Emerson Electric (EMR), Flowserve (FLS), Parker-Hannifin (PH), Illinois Tool Works (ITW), Danaher (DHR), Graco (GGG), IDEX Corp. (IEX), Gibraltar Industries (ROCK), Allegheny Technologies (ATI), GrafTech International (GTI), FreightCar America (RAIL), American Railcar Industries (ARII).
This issue costs $175 - and is non-returnable.
The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.
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