05.05.08: Industrial Manufacturing & Machinery Report
5 analyst and 2 sector firms examine the Industrial Manufacturing & Machinery segment in this 39 page report from The Wall Street Transcript. Order this Report

  1. Outlook for Industrial Manufacturing: James C. Lucas, Janney Montgomery Scott LLC

  2. Industrial Equipment & Machinery: Charles D. Brady, BMO Capital Markets

  3. Machinery & Industrial Components: Walter S. Liptak, Barrington Research Associates, Inc.

  4. Industrial Equipment & Components: Edward Borland, Next Generation Equity Research, LLC

  5. Global Infrastructure Industrials: John Baliotti, FTN Midwest Securities Corp

  6. CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Encore Wire Corporation, L.B. Foster Company.

    Topics covered: Infrastructure investments - Short supplies - High inflationary pressure - Well-managed companies - Balanced portfolios - Housing markets - Healthy cash flow - Strong end markets - Long lead times - Raw materials - Non-US exposure - M&A activity - Strong fundamental trends - Great visibility - Industrial operating strategies - The commodities cycle - International business - Growing US export opportunities - Weak dollars - New geographic markets - Advances in technology

    Companies covered: AMETEK (AME), Honeywell (HON), United Technologies (UTX), ITT (ITT), IDEX (IEX), Snap-on (SNA), Stanley (SWK), Toro (TTC), Danaher (DHR), Terex (TEX), Manitowoc (MTW), Bucyrus (BUCY), Joy Global (JOYG), Federal Signal (FSS), Oshkosh (OSK), Actuant (ATU), Lincoln Electric (LECO), Greif (GEF), Mine Safety Appliances (MSA), Kennametal (KMT), Oshkosh (OSK), TriMas (TRS), A.O. Smith (AOS), Valmont Industries (VMI), Albany International (AIN), Graco (GGG), AMETEK (AME), Franklin Electric (FELE),
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