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TWST: Let's start with an overview of your coverage in industrial
equipment.
Mr. Borland: I have been with Next Generation for about a year, and in
that time period I have picked up coverage of the following companies:
IDEX Corp. (IEX), AMETEK (AME), Franklin Electric (FELE), Gardner Denver
(GDI), Albany International (AIN), Briggs & Stratton (BGG), A.O. Smith
(AOS), Graco (GGG), and Spartan Motors (SPAR). TWST: As you look at the space, is there a general context that you can
put them in or are they all really individual situations?
Mr. Borland: This is a space that's very differentiated. You've got very
unique companies serving different customer bases, different geographic
markets, they have different product lines, so there is no real common
thread that ties everything completely together except for the fact that
they are all primarily industrial companies serving industrial markets.
Tickers included in this excerpt: AIN, AME, AOS, BGG, FELE, FSS, GDI, GGG, IEX, OSK, SPAR
For more information call (212) 952 7433. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
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