Schneider Electric (OTCPK:SBGSY) has continued to do reasonably well, slightly outperforming the broader industrial group since its first quarter earnings release and pulling ahead of the group on a trailing twelve month basis. With the company’s Wednesday investor day in the books, the company took the opportunity to reiterate and further explain its margin improvement targets, as well as outline some key longer-term growth opportunities like data centers and smart factories.
I liked Schneider before and I still like it now, though valuation is more “okay” than exciting. While success on its margin