Banner
Diversified Machinery

Ampco-Pittsburgh Corporation (NYSE: AP) – FYE 12/2019 – VALUE TRAP – The stock is currently trading at levels below my most recent $8 initiate target AND the company’s annual shareholder return has been negative for three consecutive fiscal years. Please See Linked PDF Worksheet.
Revised on 09/24/2020

BWX Technologies, Inc. (NYSE: BWXT) – FYE 12/2019 – OVER VALUED – The stock is currently trading at levels above my most recent $44 terminate target. Please See Linked PDF Worksheet.
Revised on 10/02/2020

Crane Company, Inc. (NYSE: CR) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $39 initiate target, but below my most recent $81 reduce target. Please See Linked PDF Worksheet.
Revised on 07/12/2020

CSW Industrials, Inc. (NASDAQ: CSWI) – FYE 03/2020 – REDUCE – The stock is currently trading at levels at or above my most recent $68 reduce target, but below my most recent $87 terminate target. Please See Linked PDF Worksheet
Revised on 06/09/2020

Cummins, Inc. (NYSE: CMI) – FYE 12/2019 – REDUCE – The stock is currently trading at levels at or above my most recent $154 reduce target, but below my most recent $197 terminate target. Please See Linked PDF Worksheet.
Revised on 06/28/2020

Dover Corporation (NYSE: DOV) – FYE 12/2019 – SELL HALF – The stock is currently trading at levels at or above my most recent $102 reduce target, but below my most recent $131 terminate target. Please See Linked PDF Worksheet
Revised on 02/19/2020

Enerpac Tool Group (NYSE: EPAC) – FYE 08/2019 OVER VALUED – The stock is currently trading at levels above my most recent $(51) terminate target. Please See Linked Worksheet
Revised on 11/01/19

Graco, Inc. (NYSE: GGG) – FYE 12/2019 – REDUCE – The stock is currently trading at levels at or above my most recent $50 reduce target, but below my most recent $65 terminate target. Please See Linked PDF Worksheet.
Revised on 10/07/2020

Ingersoll-Rand, Inc. (NYSE: IR) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $14 initiate target, but below my most recent $30 reduce target. Please See Linked PDF Worksheet.
Revised on 07/10/2020

ITT Corporation (NYSE: ITT) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $37 initiate target, but below my most recent $67 reduce target. Please See Linked PDF Worksheet.
Revised on 10/14/2020

Illinois Tool Works, Inc. (NYSE: ITW) – FYE 12/2019 – SELL HALF – The stock is currently trading at levels at or above my most recent $143 reduce target, but below my most recent $184 terminate target. Please See Linked PDF Worksheet
Revised on 02/26/2020

Roper Technologies, Inc. (NYSE: ROP) – FYE 12/2019 – OVER VALUED – The stock is currently trading at levels above my most recent $125 terminate target. Please See Linked PDF Worksheet.
Revised on 10/08/2020

SPX Corporation (NYSE: SPXC) – FYE 12/2019 – OVER VALUED – The stock is currently trading at levels above my most recent $45 terminate target. Please See Linked PDF Worksheet.
Revised on 10/16/2020

The Middleby Corporation (Nasdaq: MIDD) – FYE 12/2019 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $42 initiate target, but below my most recent $87 reduce target. Please See Linked PDF Worksheet
Revised on 05/19/2020

Twin Disc Incorporated (Nasdaq: TWIN) – FYE 06/2020 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $5 initiate target, but below my most recent $10 reduce target.Please See Linked PDF Worksheet.
Revised on 09/02/2020

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.