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Diversified Machinery

Ampco-Pittsburgh Corporation (NYSE: AP) – FYE 12/2018 – OVER VALUED – The stock is currently trading at levels above my most recent $(6) terminate target. Please see linked PDF worksheet.
Revised on 08/20/19

BWX Technologies, Inc. (NYSE: BWXT) – FYE 12/2018 – OVER VALUED – The stock is currently trading at levels above my most recent $55 terminate target. Please see linked PDF worksheet.
Revised on 08/21/19

Crane Company, Inc. (NYSE: CR) – FYE 12/2018 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $53 initiate target, but below my most recent $111 reduce target. Please see linked PDF worksheet.
Revised on 08/22/19

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

font-family: Arial; font-size: 6pt;”>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 12/2018 – SELL HALF – The stock is currently trading at levels above my most recent $39 baseline value estimate, but below my most recent $63 terminate target. Please See Linked PDF Worksheet
Posted on 04/03/19

Ingersoll-Rand Company, plc (NYSE: IR) – FYE 12/2018 – SELL HALF – The stock is currently trading at levels above my most recent $88 fair value estimate, but below my most recent $140 terminate target. Please see linked PDF worksheet.
Revised on 08/23/19

ITT Corporation (NYSE: ITT) – FYE 12/2018 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $37 initiate target, but below my most recent $77 reduce target. Please see linked PDF worksheet.
Revised on 08/26/19

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

font-family: Arial; font-size: 6pt;”>Revised on 02/26/2020

Roper Technologies, Inc. (NYSE: ROP) – FYE 12/2018 – OVER VALUED – The stock is currently trading at levels above my most recent $213 terminate target. Please see linked PDF worksheet.
Revised on 08/27/19

SPX Corporation (NYSE: SPXC) – FYE 12/2018 – FAIRLY VALUED – The stock is currently trading at levels above my most recent $24 initiate target, but below my most recent $50 reduce target. Please see linked PDF worksheet.
Revised on 08/28/19

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 06/2019 – UNDER VALUED – The stock is currently trading at levels below my most recent $17 initiate target. Please see linked PDF worksheet.
Revised on 09/04/19

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