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Ingersoll-Rand Company Limited

  • Intentional Investing : Tough Love on Housing Recovery (Part 1)

    By Penny Czarra - April 12, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

    I am actually quite enthusiastic about the current economic trend in "housing." There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

    Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

  • Intentional Investing : Tough Love on Housing Recovery (Part 1)

    By Penny Czarra - April 8, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

    I am actually quite enthusiastic about the current economic trend in "housing". There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

    Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

  • Keep An Eye On This Takeover In the Machinery Industry

    By Mike Thiessen - March 25, 2013 | Tickers: GDI, IR, KKR

    Despite approval from the full board of directors of the latter company, Kohlberg Kravis & Roberts's (NYSE: KKR) plan to acquire machinery manufacturer Gardner Denver (NYSE: GDI) for just under $4 billion may face some tough scrutiny from market watchers and shareholders. In fact, many independent observers believe that Gardner Denver is worth significantly more than $4 billion.

    Several preliminary legal investigations have been opened into the events that led more »

  • Are There Irish Stocks That Could Keep the St. Patrick’s Day Celebration Going?

    By BA McKenna - March 25, 2013 | Tickers: ACN, IR, IBM, STX, TRIB

    While dancing leprechauns and other St. Patty's levity was at the fore last weekend, I got to wondering:  Are there Irish stocks that could keep the feel-good feeling going?

    The Irish Stock Sea

    There are 19 Irish stocks trading on major US exchanges.

    The sector breakdown: 6 healthcare, 4 techs, 4 financials, 3 industrial goods, and 2 services. Size-wise, there are 6 Large Caps, 5 Mid Caps, 6 Small more »

  • Billionaire Nelson Peltz Is Making Moves

    By Marshall Hargrave - March 22, 2013 | Tickers: FDO, IR, MWV, MDLZ, STT

    Billionaire Nelson Peltz runs the activist hedge fund Train Partners, a $5 billion hedge fund that is heavily concentrated in a select number of stocks. His latest "big win" came when fellow billionaire Warren Buffett announced that he was taking over H.J. Heinz, a stock that Train had a 5.4% stake in. Peltz's Train Partners made a few keys moves last quarter and also maintains big bets more »

  • Will This Spin-off Move Up 28% Like its Competitor?

    By Mike Thiessen - March 21, 2013 | Tickers: ADT, IR, TYC

    In early December of 2012, Dublin-based heavy equipment manufacturer Ingersoll-Rand (NYSE: IR) announced its intention to spin-off its security business, and make various other value-enhancing moves. The division in question earns nearly $2 billion in annual revenue through its residential and business security segments. 

    Ingersoll-Rand has also announced a share buyback and dividend increase that will coincide with the planned spin-off. These will be significant: The buyback alone will use more »

  • This Company Could Become One of Buffett's Favorites (Part 8)

    By Anh HOANG - March 20, 2013 | Tickers: DOV, IR, WFT

    John Kozey, senior analyst at Thomson Reuters, listed 28 businesses that could become the favorites of legendary investor Warren Buffett. In previous articles, I covered a number of stocks from that list, including Mosaic, CSX, Johnson Controls, Archer Daniels Midland and Coca-Cola Enterprises.

    In this article, I would like to talk about one more industrial stock in that list, Dover (NYSE: DOV). Since the market hit bottom in March 2009 more »

  • How Much is Gardner Denver Really Worth?

    By Anh HOANG - March 8, 2013 | Tickers: GDI, IR, SPW

    Famous global buyout firm KKR & Co has recently offered to buy Gardner Denver (NYSE: GDI), the engineered industrial machinery maker for around $3.68 billion, or $75 per share. Previously, Gardner had received a much more generous offer of $85 per share, valuing the whole company at $4.2 billion, from SPX (NYSE: SPW). Is Gardner Denver worth $75 or $85 per share? Let’s find out.

    Business snapshot

    Gardner more »

  • Is Industrial Goods Sector Playing Smoke and Mirrors?

    By Masam Abbas - January 25, 2013 | Tickers: IR, RXN, ROK

    The earnings season is on a go, and many industrial companies have already reported their results for the last quarter. A wide variety has been witnessed in their results. On one hand, the bellwether of the industry, General Electric not only topped the Street’s earnings and revenue forecasts but also achieved an expansion of margins in its industrial segments on a YoY basis. However, on a contrary note, Kennametal more »

  • This Stock is a Definitely a Buy

    By Anh HOANG - December 31, 2012 | Tickers: ATLKY, FSS, GDI, IR, SPW

    Gardner Denver (NYSE: GDI) has recently plunged 12% in one day, from $75.54 to $67.40 per share, due to the collapse of the buyout offer from SPX Corporation (NYSE: SPW). SPX previously intended to buy out Gardner Denver for around $4.2 billion, valuing each share at as high as $85. Is SPX’s offer generous? Or is it fair value for Gardner Denver? Should investors consider the more »

  • 4 Industrial Giants To Consider Now

    By Maxwell Fisher - December 19, 2012 | Tickers: MMM, GE, IR, TXT

    It has been a good year to be a General Electric (NYSE: GE) shareholder. Its' stock is up 21% for the year, nearly double the average increase of 12% for the S&P 500. Not only that CEO Jeffrey Immelt is looking out for shareholders as well. For the fifth time since 2010, a dividend hike was announced, along with another $10 billion allocated for share buybacks through 2015.  The more »

  • Nelson Peltz Shakes up Ingersoll Rand

    By RJ Towner - December 14, 2012 | Tickers: ADT, IR, OSH

    Industrial conglomerate Ingersoll Rand (NYSE: IR) announced plans to spin off the firm’s security division, buy back $2 billion worth of stock, and raise its dividend 31%, to $0.21 per share. The announcement is a reaction to the activist stake taken by Trian Fund Management, the fund co-founded by Nelson Peltz. Trian owns about 7% of the company.

    The security division will be a combined unit of the more »

  • Billionaire Nelson Peltz’s Latest Stock Picks

    By Meena Krishnamsetty - November 16, 2012 | Tickers: FDO, IR, LM, STT, TIF

    Trian Partners is an activist hedge fund headed by Nelson Peltz and his partner Peter May. In November the fund filed its 13F with the SEC, disclosing many of its long equity positions to the general public. Investors can use 13F filings as a source of stock ideas for further research or simply to better understand what top investors were thinking about the markets last quarter. Read on for our more »

  • Basswood Capital’s Top Stock Picks

    By Meena Krishnamsetty - October 2, 2012 | Tickers: BDC, IR, JPM, USB, WFC

    Matthew Lindenbaum, manager of Basswood Capital, has been managing investments through a number of vehicles for 20 years. According to our database of 13F filings, Basswood tends to be overweight the financial sector with about half its capital invested in financial stocks at the end of the second quarter. The fund has also engaged in some shareholder activism in the area, directly engaging with management to encourage them to follow more »

  • Why is ‘Mini’ Berkshire Hathaway Bearish on This Stock?

    By Meena Krishnamsetty - September 30, 2012 | Tickers: ATU, BLT, IR, LUK, MLI

    Mueller Industries, Inc. (NYSE: MLI) in an amended 13G filing earlier this week announced plans to repurchase all 10,422,859 of the shares owned by Leucadia National Corp. (NYSE: LUK) for $41.00. The aggregate price comes in at $427,337,219 and represents Leucadia’s entire stake in Mueller. Muller traded around $48 prior to the announcement, but is down by 6% this week on the news.

    Leucadia more »

  • This Stock is Waking Up From Hibernation in the Right Season

    By Ankit Agrawal - September 17, 2012 | Tickers: DOV, IR, KUB

    Ingersoll-Rand Plc. (NYSE: IR) is a $14 billion diversified industrial company with leading market positions in HVAC (49% of revenues), Climate Control (19% of revenues), Industrial Compressors and Air Tools (17% of revenues) and Security Hardware (15% of revenues) markets. I am encouraged by signs that Ingersoll residential business is turning up on top of impressive 2Q12 margins in three out of four segments. Finally, Ingersoll seems to be more more »

  • Billionaire Nelson Peltz's Stock Picks

    By Meena Krishnamsetty - August 24, 2012 | Tickers: DPZ, FDO, IR, KRFT, WEN

    Nelson Peltz, manager of Trian Partners, is an activist investor who owns shares of a relatively small number of companies he believes he can readily influence. Peltz was, for instance, appointed to the board of directors at Ingersoll-Rand (NYSE: IR) and has expressed interest in the past to buy $250 million debt of the NHL's New Jersey Blue Devils. Trian Partners recently released its 13F filing, disclosing a number more »

  • Billionaire Nelson Peltz’s Top Picks

    By Meena Krishnamsetty - June 13, 2012 | Tickers: GIS, HAIN, IR, K, KRFT

    Nelson Peltz runs Trian Fund Management and serves as the chairman of fast-food burger joint Wendy’s. Last year was a busy one for Peltz. He sold his stake in CBS and Pepsico and attempted to buy the discount retailer Family Dollar to no avail. In the end, he still returned 7.02% net of fees through an equity long/short strategy. Peltz had his share of the M&A more »

  • Dover Corporation Dividend – Slowing or Growing?

    By Chad Henage - June 4, 2012 | Tickers: CBE, DOV, IR

    Dover Corporation (NYSE: DOV) has been around since 1947, but unless you are a customer or investor you might not even know the name. The company operates in four segments: Communications, Energy, Engineered Systems, and Printing. With 8% earnings growth in the last few years, and analysts expecting earnings growth of near 10% in the future, the company isn't resting on its laurels. One of the more well known accomplishments that Dover can claim is, they have increased their dividend for at least the last 25 years. However, as the market has shown, even dividend champions can be knocked off their throne. 

  • 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 »

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