ATLKY News and Press, Atlas Copco AB ADR - Class A From 06/12/19

It's no secret that once a recession hits, such as during 1999-2000, or 2009-2010, quality companies are on sale just like other companies. For many companies, one could argue that a general downturn is the only time when the company is actually undervalued, or fairly valued, barring something...

When I last wrote about SPX Flow ( FLOW ), I wasn’t too enamored with the stock , as the company’s orders seemed underwhelming relative to the cycle and I didn’t like the near-term prospects for growth and margin improvement. Since then, the shares are down about 10% (i...

I’ve liked Ingersoll-Rand ( IR ) for a little while and thought it was still one of the better ideas in the multi-industrial space back in late January , but I wasn’t expect quite this level of performance, as Ingersoll-Rand has outdone even Honeywell ( HON ), though still l...

A weak, and poorly-received, fourth quarter put Stanley Black & Decker ( SWK ) in a hole, and while the shares have lagged industrial peers over the last year, the performance since my last update has been noticeably better. With a strong first quarter driven in very large part by the ...

Atlas Copco ( OTCPK:ATLKY ) won’t have the best quarter among multi-industrials this quarter, Honeywell ( HON ) and Dover ( DOV ) already surpassed them in organic growth, but the level of outperformance was startingly high all the same and further supports the argument for ...

This article first appeared on Advisor Perspectives . "I've admired Precision Castparts' operation for a long time. For good reasons, it is the supplier of choice for the world's aerospace industry…" - Warren Buffett on the acquisition of Precision Castparts[1] "ISCAR make...

The past year (2018) was a relatively rare year where Atlas Copco ( OTCPK:ATLKY ) underperformed its industrial peers, as worries mounted throughout the year about the company’s semiconductor-exposed Vacuum Technique business. Performance has improved on a relative basis over the last...

I have been writing a lot about - mostly European - holding companies lately. For those interested in this articles, they can be found here and here . There have been comments which made me aware of yet another such company: Swedish Investor AB ( IVXSF , IVSBF ). Please note that whereve...

It hasn’t been a good couple of months for Emerson ( EMR ). Between worries about weakening conditions in China, weaker oil prices, and relatively conservative guidance with fiscal fourth-quarter results in early November, Emerson's shares have fallen almost 20% since early October &#...

Introduction: Atlas Copco is a Swedish company with its main listing in Stockholm (ATCO.ST), but you can easily buy ADRs on the OTC market ( ATLKY ) where 200,000 shares are traded daily. In this article, I concentrate on the main listing in Stockholm where it has been listed since 1920. It ...