Stay Away from the Bulk Shippers… for Now
November 9, 2008
If you have been an active investor in the markets, chances are you have come across the insane volatility surrounding the bulk shipping companies of the world. As an industrial-minded investor myself, it’s hard to look away when you see a fundamentally strong company 60% off its highs, and offering a 25% dividend yield (or more!). It might come as a bit of a shock when I say: stay away from the bulk shippers! Read more
Maintaining Stability Through Balance: United Technologies
November 1, 2008
So the overall market perception of the Industrial sector is that it is an extensively risky place to invest right now. In these volatile times many investors are flocking to the safe-havens offered by Healthcare and Consumer Staples. However, diversification is key to all sound portfolios and thus I am offering you a company that offers stability via balance in the Industrials sector: United Technologies Corporation [UTX: 48.45, -0.56 (-1.14%)]. Read more
Danaher: Is it Worth Paying a Premium?
October 1, 2008
In today’s catastrophic market everyone is looking for that one play that looks attractive with potential to outperform the market, yet will give them stability in this turbulence. But in this world, most of the greatest investments are worth paying a little more in order to obtain. Whether you are contemplating paying more for that luxury car or debating whether to buy a more expensive company in relation to its peers, it all comes down to one question: Is it worth paying a premium? Read more
Waste Services: Trash to Treasure
September 18, 2008
While the markets are in complete turmoil and the overall Industrial sector seems to be in a bearish environment, the waste services sub-industry has managed to stay afloat. The waste services industry is very simple: it is comprised of companies that collect, transfer, recycle, and dispose of garbage. It is an industry that has few competitors and very stable demand. Let’s face it; there will always be garbage that needs to be disposed. Read more
What’s Next for the Bulk Shippers?
September 12, 2008
Investors seeking wild volatility in recent months have been big fans of the dry bulk shipping sub-sector. The interest in these companies has exploded over the last year because of their unique relationship with commodities, the energy sector, and the materials sector. In most cases over the short and intermediate term commodity spot prices do not affect the supply and demand Read more
Foster Wheeler: Demand in the Bargain Bin
September 12, 2008
Sometimes in the stock market we find a company that has been absolutely dismantled just for being in the wrong place at the wrong time. As the housing market has slipped, the “heavy construction” industry has been hammered by false accusations of an involvement with residential building projects. One of the more profitable long-term investing strategies is to buy a best-of-breed stock in a beaten down industry. Foster Wheeler [FWLT: 19.81, -0.19 (-0.95%)] is my ace in the hole. Read more
Precision Castparts - Underlying Growth Prospects Go Overlooked
August 7, 2008
Chances are, when you think of Precision Castparts, you are reminded of the recent 8-month slide brought about by the fear of Boeing’s “Dreamliner” 787 delays, a gut-wrenching crude oil pricing environment and a supposed slow down in the aerospace cycle. Investors have been quick to lump Precision Castparts in with the fall Read more
Manitowoc Priced To Sell - Growth Never Came So Cheap!
July 30, 2008
Shares of industrial crane powerhouse Manitowoc Co. [MTW: 7.50, +0.02 (+0.27%)] have been on a slippery slope ever since rumors of a deal to acquire Enodis surfaced. Following confirmation of the rumors, and an announced deal at $2.4 billion, Manitowoc shares are 47% off of their 52-week high. Despite all this, Manitowoc had been reaffirming guidance Read more
U.S. Defense Contractors - A Forgotten Growth Industry?
July 21, 2008
As we head into the peak of the second quarter earnings season, the major U.S. defense contractors have yet to feel the full benefit of continued global security threats that promise expectation-topping results. With strength coming from ongoing conflicts in the Middle East, record-breaking backlogs and plenty of company-specific catalysts… cheap valuations have these companies well positioned to see immediate gains. Read more
 
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