ATLKY News and Press, Atlas Copco AB ADR - Class A From 10/21/19

Maybe the worst is over for multi-industrials. Multiple end markets are still weakening, but investors seem to increasingly have this factored into their outlooks, as Sandvik ’s ( OTCPK:SDVKY ) low-quality beat in the third quarter seems to have gone over fairly well with investors. ...

The following slide deck was published by Atlas Copco AB in conjunction with their 2019 Q3 earnings Read more ...

Atlas Copco ( OTCPK:ATLKY ): Q3 GAAP EPS of SEK3.63. More news on: Atlas Copco AB, Atlas Copco AB, Earnings news and commentary, Read more ...

This isn’t the easiest time to be bullish on industrial names, and particularly those companies like Columbus McKinnon ( CMCO ) that are more heavily skewed to cyclically weaker end-markets likes autos, oil/gas, metal processing, and heavy industry. Management has acknowledged those c...

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...