Ametek, Inc.

  • The Winners and Losers From Alcoa's Report

    By Lee Samaha - July 12, 2013 | Tickers: AA, AME, GE, PLL

    Investors always like to look at Alcoa’s (NYSE: AA) earnings and use them as a guide to the rest of earnings season. In the latest second-quarter results, there were some surprising elements which deserve to be looked at in more detail. In this article, I want to examine Alcoa’s end market commentary and discuss the implications for some companies which you might be looking at.

    Alcoa changes guidance more »

  • Warning Signs for the Industrial Sector?

    By Lee Samaha - June 21, 2013 | Tickers: AA, AME, GE, PLL

    When looking at a stock it is always tempting to take an initial peek at its share price graph to make a quick and easy assessment. In the case of Pall Corp (NYSE: PLL) and its impressive looking chart, it would be easy to conclude that things are going great, but the reality is that it has been a challenging environment for the industrial sector.

    In summary, there are some more »

  • Can This Industrial Take Off?

    By Lee Samaha - June 15, 2013 | Tickers: AA, AME, HEI, PPG, PCP

    It’s been a mixed earnings season for industrial-based stocks and Ametek’s (NYSE: AME) last set of results provided a pretty good microcosm of what has been going on. In short, companies with heavy exposure to industries like automotive and aerospace have done well, while almost everything else has found things difficult. So what makes Ametek interesting and what can we read across for other companies?

    Ametek generates growth more »

  • Will This Utility Stock Continue to Edge Up?

    By Alex Bastardas - April 29, 2013 | Tickers: AME, NRG, AES

    Utility stocks have had a great run this year, making it harder to find undervalued stocks in the group. However, investors looking for attractive stocks in this segment might want to consider NRG Energy (NYSE: NRG). The company is an integrated wholesale power generation and retail electricity company engaged in the supply of energy, services, and sustainable products to retail customers. It is also focused on potentially disruptive technologies, like more »

  • Insiders Are Buying This Defense Stock, But Should You?

    By Alex Bastardas - April 23, 2013 | Tickers: AME, ESL, LMT

    Esterline (NYSE: ESL) is a leading world-wide supplier to the aerospace and defense industry, specializing in three core areas: Avionics & Controls, Sensors & Systems, and Advanced Materials. Recent significant insider buying has been reported at the company. Should investors follow the insiders and buy the stock?

    Valuation

    With regards to valuation, Esterline trades at a P/E of 19.51, close to the industry average. Its price-to-earnings ratio is lower than more »

  • Dear Google Guys: Beat Philly's Tech Whimsy Factor!

    By BA McKenna - April 10, 2013 | Tickers: AME, GOOG, IDCC, TGI

    Dear Google (NASDAQ: GOOG) Guys,

    I realize Larry is running your humble 50,000+ employee venture, Sergey's cruising the NYC transit system with Google Glass specs, and you're both busy tooling around in driverless cars. But there's no excuse for letting Philadelphia trump you in the tech whimsy factor! As a native East Coaster, I am not surprised, and am feeling a bit smug. If you expect more »

  • Dear Google Guys: Beat This Tech Whimsy Factor!

    By BA McKenna - April 7, 2013 | Tickers: AME, GOOG, IDCC, TGI

    Dear Google (NASDAQ: GOOG) Guys,

    I realize Larry is running your humble 50,000+ employee venture, Sergey's cruising the NYC transit system with Google Glass specs, and you're both busy tooling around in driverless cars. But there's no excuse for letting Philadelphia trump you in the tech whimsy factor! As a native East Coaster, I am not surprised, and am feeling a bit smug. If you expect more »

  • Why these Large-Cap Stocks Need to be Bought Right Now

    By Shweta Dubey - March 20, 2013 | Tickers: AGN, AME, AON

    As the market pushes towards new highs, it’s time to look for large-cap stocks with solid fundamentals. With a better established business presence, these companies are less prone to uncertainties. Though their business growth rate may not be too high, that is offset by their stability in profits. These stocks are beneficial for those investors who are unwilling to take high levels of risk, and also to those who more »

  • Is This Company Truly Electric?

    By Ryan Guenette - January 3, 2013 | Tickers: AME, DOV, EMR, GE, HON

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. As 2012 draws to a close, I would like to focus on a leading manufacturer of electric motors and fans: Emerson Electric Company (NYSE: EMR).

    <img src="http://stockcharts.com/c-sc/sc?s=EMR&p=D&yr=1&mn=0&dy=0&i=t21163929232&r=1356793788956" />
     

    Strengths:

    • Steady Revenue Growth: In 2007, Emerson reported revenue of $22.57 more »
  • Good Results, But is Too Much Optimism Baked In?

    By Lee Samaha - October 26, 2012 | Tickers: AME, HON, TDY, TXT

    Textron (NYSE: TXT) delivered a mixed quarter, but increased guidance. The market focused on the former and sent the stock down, but there has been a bit of a recovery since. In summary, Textron remains a play on North American spending and while the media attention usually focuses on its Cessna business, it’s actually the Bell helicopters segment that traditionally produces the bulk of profits. In addition, there are more »

  • 4 Stocks With Industrial Strength Growth

    By Chad Henage - October 20, 2012 | Tickers: ATI, AME, RBN, ROK

    It certainly seems like the economy is improving. We see on a regular basis the improvement in housing starts, consumer sentiment, and other measures. Hoping for an investment play on a better economy I've written posts in the past about the improvement this should mean in the housing market and the auto industry. However, there is a more fundamental industry that will benefit from a better economy as well, and that is the industrial production industry. It's not hard to understand the correlation. As the economy improves, orders for products improves, and the companies providing the parts for these products benefit. With this in mind, I went to the trusty Fool.com CAPS Screener to try and find some investment ideas. I didn't want just any industrial company though, I wanted companies that had increased their earnings and revenue at a better than 10% clip over the last few years. Of the several companies the screen returned, the following looked attractive to me: Allegheny Technologies (NYSE: ATI)Rockwell Automation (NYSE: ROK)Ametek, Inc. (NYSE: AME), and Robbins & Myers, Inc. (NYSE: RBN).

  • Price The Market Part 50

    By Glen Bradford - January 18, 2012 | Tickers: AME, IR, NSC, PCAR, PLL

    My name is Glen Bradford and I am attempting to price the market and I figured the S&P500 would be a good start.

    315. PACCAR Inc. (NASDAQ: PCAR) has been bouncing back from 2008. Target: $40-$50. Outside of that range, you know what to do. Overall, I'm not a huge fan. I don't see much upside past that, but I do expect to see higher prices more »