ATLKY News and Press, Atlas Copco AB ADR - Class A From 08/21/19

Perhaps proving that even a blind squirrel can trip over a nut once in a while, ABB ’s ( ABB ) board of directors made one of the best decisions I’ve seen it make in a long time, announcing on Aug 11 that it had hired Björn Rosengren to become its next CEO. Mr. Rosengren jo...

This is a tricky time in the cycle for heavy machinery manufacturers, and mining equipment manufacturer Epiroc ( OTCPK:EPOKY ) is no exception. Aftermarket demand remains healthy and service orders continue to rise, but original equipment demand is clearly fading from the year-ago recovery l...

I suppose it’s still early in the second quarter reporting cycle, but I’m pretty much sold on the idea that the industrial economy is most definitely slowing, though in the interests of transparency, that’s been my expectation for a while, so there’s a risk of seein...

Given the long-term performance of Atlas Copco ( ATLKY ), I can understand why sell-side analysts look for excuses to get more positive on the name, and despite multiple data points of spreading weakness in multiple industrial end-markets, consensus EBITDA has risen about 7% in just the past...

I've long been a big fan of spin-offs, particularly industrial ones: AdvanSix ( ASIX ), Versum Materials ( VSM ), Fortive ( FTV ) and others have been strongly profitable opportunities that we have taken advantage of over the past several years. Investing in these kinds of corporate events has...

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 ...