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  1. Industrials: Stronger U.S. Dollar, Weaker Energy Activity Weigh

    Despite generally rich valuations across the industrials space, some pockets of value still exist.

  2. Webcast Alert: BorgWarner 2015 Second Quarter Results Conference Call

    Webcast Alert: BorgWarner 2015 Second Quarter Results Conference Call

  3. Railroads' Competitive Advantages Are Solid, but Challenges Lie Ahead

    Containers, coal, crude, and codes are investors' current concerns.

  4. Honeywell Uses New Technology To Earn 16th Consecutive Victory At 24 Hours Of Le Mans

    Honeywell Uses New Technology To Earn 16th Consecutive Victory At 24 Hours Of Le Mans

  5. Research and Markets: Europe Automotive Sensors Market 2015 - Growth, Trends & Forecasts to 2020

    Research and Markets: Europe Automotive Sensors Market 2015 - Growth, Trends & Forecasts to 2020

  6. Industrials: A Few Bargains Still Remaining

    Despite generally rich valuations across the industrials space, some pockets of value still exist.

  7. Economic Moat Crossing Ahead: Railroads Advance to Wide

    Railroads bolstered our confidence in the persistence of excess returns via solid performance through the recent recession and coal weakness.

  8. This Stock Will Keep On Truckin'

    We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.

  9. Slowing Farm Equipment Market Won't Uproot Economic Moats

    Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.

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