Investopedia: Expectations Seem To Be A Bigger Problem For Emerson

I'm starting to feel a little sympathy for the management team at Emerson (NYSE: EMR ). While the recent financial performance from thi...

Investopedia: ABB Gets Dinged On Orders, But Is It Timing Or Something Worse?

As more industrial companies report, what had originally looked like a pretty good quarter is looking increasingly mixed. While companies w...

Seeking Alpha: Federal Mogul Could Still Have More Under The Hood

If you bought Federal-Mogul ( FDML ) shares in March or April of this year, then you certainly deserve to bask in the success of taking a...

Investopedia: United Technologies Still Has Plenty of Runway

Not unlike Honeywell (NYSE: HON ) and General Electric (NYSE: GE ), United Technologies (NYSE: UTX ) has built its business to take adva...

Investopedia: Illinois Tool Works Comes Up Short On Growth

Margins typically drive industrial stocks over the long term, but growth can certainly impact share prices on a more short-term basis. That...

Investopedia: Ingersoll-Rand Outperforming As Management Hits Its Marks

Credit were credit is due – Ingersoll-Rand (NYSE: IR ) has been in a seemingly never-ending state of restructuring since 2008, but manage...

Investopedia: Honeywell Rewarding Wall Street's Enthusiasm

Wall Street has turned very positive on industrial conglomerate Honeywell (NYSE: HON ), to the tune to of a market-beating 12% rise over t...

Investopedia: GE Delivers Some Much-Needed Normalcy

General Electric (NYSE: GE ) hasn't been looking all that “GE-like” in recent quarters, and investors have reacted badly to soft marg...

Seeking Alpha: Schneider Bids For Invensys, Throws A Big Rock In The Pool

Whenever you throw a rock into a pool, you produce ripples. So too will Schneider Electric ( SBGSY.PK ), I think, with its announced bid fo...

Investopedia: Will The Recovery Underwhelm Linear Technology Investors?

Analog chip companies have largely been marking time this year, with individual stock performances bracketing the performance of the S&...

Investopedia: Honeywell Is Popular, But Built To Perform Well

For the most part, I try to avoid buying stocks where the company is already pretty popular with the Street. Sell side analysts have a tend...

Investopedia: Roper A LIttle Short On Growth, But A Proven Builder Of Value

As much as investors and analysts talk about growth, you'd think that would be the be-all end-all of stock selection. The data tells a...

Investopedia: BorgWarner Still In A Long-Term Growth Lane

It has been nearly a year since I last wrote on BorgWarner (NYSE: BWA ), but in the intervening months a lot of my predictions seemed to c...

Investopedia: ABB Performing Well, But A Big Change Is Coming

This earnings season had been setting up quite well for ABB (NYSE: ABB ). Though there was some consternation that the company had overpaid...

Investopedia: It Should Be Up From Here For Eaton

The whole point of equity investment to assess, and discount, the value of tomorrow's earnings into today's dollars. To that end, E...

Investopedia: Emerson - More Realistic, But Not Necessarily Better

I've commented before that Emerson Electric (NYSE: EMR ) is an “it's always something” company – there's always something going...

Investopedia: Johnson Controls Has A Lot Of Improving Left To Do

One of the investment and corporate finance topics that has been getting more airtime recently is the notion of “peak margins” - the idea t...

Investopedia: 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

Investors who prize 3M 's (NYSE: MMM ) ability to muddle through the tough times a little better than most had to be a little disappoi...

Investopedia: Absent Macro Shocks, Cash And Expenses Will Drive Boeing

A year ago I thought that Boeing (NYSE: BA ) looked undervalued and ready to outperform as investors bought in to the company's consi...

Investopedia: Good Long-Term Trends, But Softer Conditions Today At United Technologies

It's pretty clear that United Technologies (NYSE: UTX ) has built itself around two principal themes – the increasing urbanization of...