10.11.04: Electrical Products Report
A roundtable forum and top management from 5 firms examine the electrical products sector in this 53 page report from The Wall Street Transcript.

  1. Roundtable Forum: Harriet Baldwin, Palladian Research; John Baliotti, Fulcrum Global Partners; Brian Langenberg, Langenberg & Co.

  2. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Baldor Electric Company, Channell Commercial Corporation, Peco II, TB Wood’s Corporation and Woodhead Industries.

    Topics covered: Market analysis  - Commoditization  - Balancing labor costs  - Water and water treatment  - Capital spending growth  - China  - Consolidation  - Dividend expectations  - General industrials outlook  - Agricultural equipment demand 
    Companies covered: Illinois Tool Works (ITW), ITT Industries (ITT), Tyco (TYC), GE (GE), Manitowoc Company (MTW), Woodhead (WDHD), Cooper Industries (CBE), Thomas & Betts (TNB), Grainger (GWW).
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