Industrial Goods

Oshkosh is a maker of specialty vehicles for the Department of Defense, municipal fire and rescue, construction, and others. A company facing serious insolvency concerns just a year ago, 2 big contract wins and an inevitable economic rebound make it an interesting MFI look.

Honda has added an additional 437,700 cars, mainly in North America, to its existing global safety recall over airbag inflation problems.

Terra Industries is a producer of nitrate fertilizer. With a failed takeover bid from rival CF Industries behind them, Terra now has to prove it can create shareholder value on its own. What is the outlook for this unpredictable business?

Index of Industrial Production (IIP) of India is grown by 11.7% in November 2009 comparing the figures of November 2008. The growth of 11 per cent is phenomenal. In 2009, IIP was recorded the negative slope and the growth record from the negative mark is indicating the sign of recovering.

CAT shares are soaring this morning after crushing estimates for $.22/share with a $.60 showing - and that's net profit, folks. Looks like the first quarter may be the only one the company spends in the red. This is the largest holding in my Secular Trends Model Portfolio, and CEO Jim Owens & Co. have proven again why they are some of the best managers in the business.

Defense Solutions, Inc., a wholly owned subsidiary of Defense Solutions Holding, Inc., announced that it is the preferred supplier of GAF Materials Corporation products to Iraq. Founded in 1886, GAF Materials Corporation has established itself as North America’s largest manufacturer of residential and commercial roofing.

ABB exited 2008 with an order backlog in the region of $24bn, which is a huge cushion to take it through the troubled waters of 2009.

This is an analysis of Trinity Industries (TRN), a railcar manufacturing and leasing business. I believe it's undervalued for a number of reasons, all described in detail at the link provided.

For those who said to stay away from the auto sector, there is a bright spot for the used auto retailers and auto replacement parts retailers.

WWA Group, Inc. announced the results of its most recent Dubai auction, which was held between February 21 and 23, 2009. Gross auction sales surpassed $22.5 million, involving the participation of more than 410 registered bidders from 29 countries. More than 1,300 items were sold to 230 successful bidders. The company anticipates holding five more auctions in Dubai this year.

Oil has fallen over 70% over the last year due to declining projections of future oil demand. While I have argued that long oil exposure is a prudent and wise move for any portfolio, there’s no better time than today to be adding long oil exposure given the potential upside available.

Dow Chemical has been in free fall for the last year and much of the reason is the debacle that surrounds the acquisition of Rohm and Haas. To be honest, our valuations agrees with the assessment of Kuwait Investment Authority, who thinks that the deal is just to rich for today's market.

Dow Chemical finally cut its dividend for the first time in almost 100 years. Dow is cutting it dividend by 64% from 1.68 cents to 60 cents. This is a good first step to improving the company’s cash position but the dividend cut may not be enough. Unless Dow receives a significant cash injection it is unlikely that

Manitowoc announced earnings last night of 51 cents per share. The company missed analyst earnings expectations of 57 cents per share. The good news is that Manitowoc had a 16% jump in sales and expects increased revenue from the purchase of food equipment maker Enodis. The bad news is that the 4th quarter

An analysis of a Canadian company that meets the Benjamin Graham criteria. Methanex is one of the largest natural gas companies in the world and is has a number of ratios that show it to be trading under market value.