Watchlist

Watchlist
ABB Ltd (ABB)
The 33 Of 83 Industrials Sector 'Safer' Dividend WallStar Equities For May
Actionable Conclusions (1-10): Analysts Predicted Top Ten Industrials "Safer" Dividend WallStars Could Net 16.68% to 50.75% Gains Five of the ten top "safer" dividend-yielding Industrials by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming y…
Analyzing The Global X Robotics & AI ETF
Free Cash Flow does not lie The reason we use free cash flow ((FCF)) as the basis for much of our analysis is that it is difficult to manipulate, unlike earnings per share. When a company does not generate any free cash flow our algorithm automatically assigns a Main Street Price (estima…
Cobots: The PCs Of The Robot Era
Introduction Technology has long played an important role in work and has become the major driver for success and failure in a growing number of industries. A study of more than one million patents issued over the past 100 years shows that technological advancements have a positive impact…
HollySys Automation: Weak Execution Compresses Value
Pitched as a favorite of Chinese institutional investors, HollySys ( HOLI ) is one of the leaders in the production of automation solutions in China. Likely string a chord with mainland China in the way of nationalistic pride, the company designs and builds the vast majority of its products in…
Margin Challenges And Growing Cyclical Worries Have Dimmed Rexel
The performance of industrial distributor stocks on a year-to-date basis really covers the map; Grainer ( GWW ) has been performing exceptionally well, Ferguson ( OTCQX:FERGY ) has done alright, HD Supply ( HDS ) is more or less flat, but the electrical distributors Wesco ( WCC ) and …
Emerson Getting A Strong Push From Recovering Process Automation Markets
By Stephen D. Simpson, CFA In a market where many multi-industrials have started to see signs of fading end-market growth, Emerson s ( EMR ) exposure to process automation, and particularly U.S. onshore oil and gas, is helping the company drive noticeably better growth. Better…
Companies To Benefit From The Stationary Energy Storage Boom
Energy storage is a new disruptive trend. It basically involves storing energy that can later be harnessed for electricity to power our homes, our cars - our future. Energy storage is growing fast as it complements the renewable energy sectors of wind and solar. For some background investors…
Tracking Ken Fisher's Fisher Asset Management Portfolio - Q1 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fishers 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Managements regulatory 13F Form filed on 04/20/2018. Please see our article " Tracking Kenneth Fishe…
Positive Karma For Enphase Energy
The phrase, "sell in May and go away" , may hold true for some but not for Enphase ( ENPH ) shareholders right now; they are expecting good news, positive guidance, and definitely want to hear more of the company's karmic prophecy from its top gurus. Signs of IQ's demand are everywhere; IQ7…
Schneider Electric Still Not Getting Full Marks For Its Performance
The performance of French automation and electrical equipment manufacturer Schneider Electric ( OTCPK:SBGSY ) (SCHN.PA) remains a little confounding. The company has been producing good growth recently in comparison to peers/rivals like ABB ( ABB ), Eaton ( ETN ), Emerson ( EMR ), and …