When an investor is watching a great growth story from the wrong side of the glass, there's little to do but hope for the occasional st...
When an investor is watching a great growth story from the wrong side of the glass, there's little to do but hope for the occasional st...
Like a bag of produce left in the back of the fridge too long, the argument for Sysco (NYSE: SYY ) being a dependable year-in/year-out per...
Sooner or later, there will be a point when buying Lincoln Electric ( LECO ) on weakness doesn't make sense, but I don't think we...
For a company that trades largely on the basis of being a defensive stock with strong margins, 3M 's (NYSE: MMM ) repeated margin weakn...
Even though the mining and construction markets stubbornly refuse to get better as quickly as analysts want them to, there's still a “w...
Margins typically drive industrial stocks over the long term, but growth can certainly impact share prices on a more short-term basis. That...
Dover (NYSE: DOV ) is doing nothing to contradict the notion that this company may be one of the better organic growth stories in the indu...
Even when sluggish manufacturing activity weighs down growth in the industrial distribution/MRO space, Fastenal (Nasdaq: FAST ) still manag...
Investors have already started making moves on the basis of positioning themselves for the expected recovery in U.S. housing, but the leadi...
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...
The whole point of equity investment to assess, and discount, the value of tomorrow's earnings into today's dollars. To that end, E...
Remaining faithful to a value-oriented philosophy sometimes leaves you feeling like you're rooting for certain companies to stumble. Ta...
One of the investment and corporate finance topics that has been getting more airtime recently is the notion of “peak margins” - the idea t...
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...
You never can quite tell what the market will value on one day or the next. For much of this reporting cycle growth has been all that inve...
Dover (NYSE: DOV ) is one of those industrial conglomerates that is so diversified, it's not hard to feel a little sympathy for the a...