Brian Langenberg, CFA, is the founder at award-winning industry sector research firm Langenberg & Company that provides research services and subscription products to institutional investors and corporate executives. Reports and subscriptions are available at Langenberg-llc.com
Brian Langenberg, CFA, iscusses several key trends for industrial companies regarding the lack of obvious alpha in the market and the industrial sector.
Brian Langenberg, CFA, dissucess his opinion of headline EPS results.
Attendance at conferences and trade shows highlights the necessity of basic field work that allows for the identification of mismatches between financial market expectations and reality, and this is how to capture profits and avoid losses.
Second-quarter revenue and earnings are indicating a sluggish global industrial economy, but also pockets of growth.
The easy money has been made. I am not referring to picking the market bottom reached on May 9, 2009. That would have been speculation, not investment…. READ MORE ›
Cummins won’t make you rich, but it won’t kill you.