Industry & Services >> Analyst Interviews >> November 17, 1999

Industrial Niche Stocks : Kent Mortensen – Robert W. Baird & Co

KENT MORTENSEN is a Vice President with Robert W. Baird & Company, Inc. Previously, he was associated with Price Waterhouse and Bank One. A Certified Public Accountant, Mr. Mortensen holds a Bachelor's degree in Accounting from the University of Wisconsin, Milwaukee and an M.B.A. from Marquette University. Profile
TWST: Let's start with the way that you look at the machinery stocks. Do

you take a broad-brush approach to the industry, or do you tend to focus

on niche companies and investment themes?