This week, three durable goods stocks are improving their overall ratings on Portfolio Grader. Each of these stocks is rated an “A” (“strong buy”) or “B” overall (“buy”).
Best Performing Companies To Own In Right Now: Actuant Corp (ATU)
Actuant Corporation, incorporated on October 26, 1910, is a global diversified company that designs, manufactures and distributes a range of industrial products and systems to various end markets. The Company operates four business segments: Industrial, Energy, Electrical and Engineered Solutions. The Industrial segment is primarily involved in the design, manufacture and distribution of branded hydraulic and mechanical tools to the maintenance, industrial, infrastructure and production automation markets. The Energy segment provides joint integrity products and services, as well as rope and cable solutions to the global oil and gas, power generation and other energy markets. The Electrical segment is primarily involved in the design, manufacture and distribution of a range of electrical products to the retail DIY, wholesale, original equipment manufacturer (OEM), solar, utility, marine and other harsh environment markets. The Engineered Solutions segment provides engineered position and motion control systems to OEMs in various on and off-highway vehicle markets, as well as, a range of other products to the industrial and agricultural markets. In August 2013, the Company announced the completion of its acquisition of Viking SeaTech (Viking).
Industrial
The Industrial segment is a global supplier of branded hydraulic and mechanical tools to a broad array of end markets, including general maintenance and repair, industrial, infrastructure and production automation. The Company's primary products include hydraulic tools, engineered heavy lifting solutions, workholding (production automation) solutions and concrete stressing products. These hydraulic and mechanical tools are marketed primarily through the Company's Enerpac, Simplex, Precision Sure-Lock and Milwaukee Cylinder brand names. The high-force hydraulic and mechanical tools, including cylinders, pumps, valves, specialty tools and presses.
The Company's hydraulic tools operate at high pressures of approxim! ately 5,000 to 12,000 pounds per square inch and are generally sold by a diverse group of industrial and specialty fluid power distributors to customers in the infrastructure, mining, steel mill, cement, rail, oil and gas and general maintenance industries. Key industrial distributors include W.W. Grainger, Applied Industrial Technologies and MSC. In addition to providing a line of industrial tools, the segment also provides hydraulic systems (integrated solutions) to meet customer specific requirements for safe and precise control of movement and positioning. These customized heavy lifting solutions, which combine hydraulics, steel fabrication and electronic controls with engineering and application knowledge, are typically utilized in major infrastructure projects (bridges, stadiums, tunnels and offshore platforms) for heavy lifting, launching & skidding or synchronous lifting applications.
The Industrial segment has leveraged production and engineering capabilities to also offer a range of workholding products (work supports, swing cylinders and system components) that are marketed through distributors to the automotive, machine tool and fixture design markets. In addition, the segment designs, manufactures and distributes concrete pre- and post-tensioning products (chucks and wedges, stressing jacks and anchors) which are used by concrete tensioning system designers, fabricators and installers for the residential and commercial construction, railroad, bridge, infrastructure and mining markets.
Energy
The Energy segment provides technical products and services to the global energy markets, where safety, security, reliability and productivity are key value drivers. Products include joint integrity tools and connectors for oil & gas and power generation installations, as well as rope and cable solutions. In addition to these products, the Energy segment also provides manpower services, including machining, engineering and maintenance activities. The products and ! services ! of the Energy segment are distributed and marketed under various brand names (principally Hydratight, D.L. Ricci, Morgrip, Cortland, FibronBX, Puget Sound Rope, Biach, Selantic and Jeyco) to OEMs, maintenance and service organizations and energy producers in emerging and developed countries.
Joint integrity products include hydraulic torque wrenches, bolt tensioners and portable machining equipment. These products are used in the maintenance of bolted joints on oil rigs and platforms, wind turbines, refineries and pipelines, petrochemical installations, as well as fossil fuel and nuclear power plants. The Energy segment also provides rope and cable solutions that maximize performance, safety and efficiency for customers in various markets, including oil and gas, heavy marine, subsea, ROV and seismic. With its global design and manufacturing capabilities the Cortland business is able to provide customized synthetic ropes, heavy lift slings, specialized mooring, rigging and towing systems, electro-optical-mechanical cables and umbilicals to customers, including firms, such as CGG Veritas, Expro and Sercel. These products are utilized in critical applications, often deployed in harsh operating conditions (sub-sea oil & gas production, maintenance and exploration) and are required to meet robust safety standards. In addition custom designed products are also sold into a range of other niche markets including medical, security, aerospace and defense.
Electrical
The Electrical segment is involved in the design, manufacture and distribution of a broad range of electrical products to the retail DIY, OEM, electrical distribution, power transformation and harsh environment electrical markets. The Electrical segment sells its products through a combination of distributors, direct sales personnel and manufacturers' representatives. The Electrical segment provides the retail DIY market with a range of electrical tools and consumables, such as wire strippers, electrical meters,! connecto! rs, terminals, cable ties, staples and other wire management products and conduit bending equipment under the Gardner Bender, Del City and A.W. Sperry brands. These products are sold to retailers, such as Lowe's, The Home Depot, Menards, True Value and Ace Hardware, as well as numerous electrical distributors and OEM's.
The Electrical segment sells power transformation products in North America, including low voltage, single-phase dry type transformers and custom toroidal transformers under the Acme Electric brand name and high voltage switches under the Turner Electric brand name. These transformers are sold through electrical wholesale distributors, as well as directly to OEMs, such as Rockwell Automation, Eaton, Yaskawa and General Electric. Product offerings also include electrical components and systems for the harsh environment and marine markets under the Ancor, Marinco, Guest, Mastervolt and B.E.P Marine brand names. These products are primarily sold to various customers in the industrial, marine, power generation, industrial and retail markets, including West Marine, Applied Materials and Kohler. Solar products (primarily high efficiency solar inverters for residential and small commercial applications) are sold through local distributors and installers.
Engineered Solutions
The Engineered Solutions segment is a global designer and assembler of customized position and motion control systems and other industrial products to various transportation and other niche markets. This segment focuses on providing technical and engineered products, including actuation systems, mechanical power transmission products, engine air flow management solutions and rugged electronic instrumentation. Products in the Engineered Solutions segment are primarily marketed directly to OEMs through a technical sales organization. Approximately 55% of this segment's revenue comes from the vehicle systems product line (Power-Packer, Gits and Power Gear brands), which is sold to the t! ruck, aut! omotive, off-highway and specialty vehicle markets. Products include hydraulic cab-tilt and latching systems, which are sold to global heavy duty truck OEMs, such as Volvo, Iveco, Scania, Paccar-DAF and CNHTC and electro-hydraulic convertible top latching and actuation systems. The automotive convertible top actuation systems are utilized on both retractable soft and hard top vehicles manufactured by OEMs, such as Daimler, Volkswagen, Renault, Peugeot, BMW, Volvo and Nissan.
The Company's diesel engine air flow solutions, such as exhaust gas recirculation (EGR) systems, are used by diesel engine and turbocharger manufacturers to reduce emissions, improve fuel efficiency and horsepower. Primary end markets include heavy duty truck and off-highway equipment serving customers, such as Caterpillar, Cummins, Honeywell and Borg Warner. It also sells actuation systems to various specialty vehicle OEMs (principally in the defense, recreational vehicle and off-highway markets), such as Oshkosh and Fleetwood.
The Maxima Technologies tuck-in acquisitions of Turotest Medidores Ltda and CrossControl AB, along with the fiscal 2011 acquisition of Weasler Engineering have further diversified the geographic presence, technologies and end markets of the Engineered Solutions segment. The range of products, technologies and engineered solutions of Weasler Engineering, Maxima Technologies, Elliott Manufacturing, Sanlo and Nielsen Sessions comprise the other product line within the segment. Products include severe-duty electronic instrumentation (including displays and clusters, machine controls and sensors), power transmission products (engineered power transmission components, including drive shafts, torque limiters, gearboxes, torsional dampers and flexible shafts), and a comprehensive line of case, container and industrial hardware. These products are sold to a range of niche markets, including agricultural implement, lawn & turf, construction, forestry, industrial, aerospace, material handling! and secu! rity.
Advisors' Opinion:- [By Monica Gerson]
Analysts expect Actuant (NYSE: ATU) to report its Q4 earnings at $0.50 per share on revenue of $328.79 million. Actuant shares fell 0.21% to $38.76 in after-hours trading.
Top Machinery Stocks To Own Right Now: Rexnord Corp (RXN)
Rexnord Corporation (Rexnord), incorporated on July 13, 2006, is a multi-platform industrial company. The Company comprises of two platforms, Process & Motion Control and Water Management. Rexnord�� Process & Motion Control product portfolio includes gears, couplings, industrial bearings, aerospace bearings and seals, FlatTop chain, engineered chain and conveying equipment, and are marketed and sold globally under brands, including Rexnord, Rex, Falk and Link-Belt. Its Water Management platform operates in the commercial construction market for water management products and the municipal water and wastewater treatment markets. Its Water Management product portfolio includes drainage products, flush valves and faucet products, backflow prevention pressure release valves, PEX piping and engineered valves and gates for the water and wastewater treatment markets. These products are marketed and sold through brand names, including Zurn, Wilkins, VAG, GA, Rodney-Hunt and Fontaine. In August 2013, Rexnord Corp announced that it has acquired the assets of Micro Precision Gear Technology Limited. In December 2013, Rexnord acquired Precision Gear Holdings, LLC (PGH). PGH has two operating subsidiaries, Merit Gear LLC and Precision Gear LLC.
Process & Motion Control
The Company�� Process & Motion Control platform designs, manufactures, markets and services mechanical components used within complex systems. The Company sells its Process & Motion Control products into a diverse group of end markets, including mining, general industrial applications, cement and aggregates, agriculture, forest and wood products, petrochemical, energy, food and beverage, aerospace and wind energy. The Company is a manufacturer of gear drives and gear sets for the heavy duty industrial market. Its gear drives, service and gear sets are used in a number of heavy duty industries. These primary industries include the natural resource extraction, steel, pulp and paper, chemical, forest and wood industries. ! Rexnord manufactures a range of heavy duty, medium and light duty gear drives used for bulk material handling, mixing, pumping and general gearing applications. It also operates a gear service and repair business through its Product Service group (Prager and Renew). Its Couplings are primarily used in high-speed, high-torque applications and are the interface between two shafts that permit power to be transmitted from one shaft to the other. Rexnord�� couplings are sold to a range of end markets, including the petrochemical and refining, wood processing, chemical, power generation and natural resources industries. Couplings comprise of the grid, flexible disc, elastomeric and gear product lines and are sold under the Steelflex, Thomas, Omega, Rex, Viva, Wrapflex, Lifelign, True Torque, Addax and Autogard brand names.
The Company primarily produces mounted bearings, which are offered in a range of specialized housings to suit specific industrial applications. Its FlatTop chain provides a continuous conveying surface that is critical to high-speed operations, such as those used to transport cans and bottles in beverage-filling operations, and is primarily sold to the food and beverage, consumer products, warehousing and distribution, and parts processing industries. The Company supplies its aerospace bearings and seals to the commercial aircraft, military aircraft and regional jet end markets for use in door systems, engine accessories, engine controls, engine mounts, flight control systems, gearboxes, landing gear and rotor pitch controls. Rexnord�� aerospace bearings and seals products consist of rolling element airframe bearings sold under the Shafer brand name, slotted-entry and split-ball sliding bearings sold under the PSI brand name and aerospace seals that are sold under the Cartriseal brand name, which are primarily sold for use in both aerospace and industrial applications.
The Company�� special components products consist of three primary product lines: electri! c motor b! rakes, miniature Process & Motion Control components and security devices for utility companies. These products are manufactured by its businesses, such as Stearns, W.M. Berg and Highfield. Stearns��products are used in a range of applications, including steel mills, oil field equipment, pulp processing equipment, large textile machines, rubber mills, metal forming machinery and dock and pier handling equipment. W.M. Berg sells its products to a range of markets, including aerospace, semiconductor, medical equipment, robotics, instrumentation, office equipment and satellite communications. Highfield�� products are sold to a range of markets, including electric, gas, water, telecommunications, utilities and plumbing and heating.
The Company�� conveying equipment and industrial chain products are used in various applications in a number of industries, including food and food processing, beverage and container, mining, construction and agricultural equipment, hydrocarbon processing and cement and aggregates processing. Its primary products include conveying equipment, engineered steel chain, and roller chain. Its conveying equipment product group provides design, assembly, installation and after-the-sale services primarily to the mining, cement and aggregates industries. Its products include engineered elevators, conveyors and components for medium to heavy duty material handling applications. The Company�� engineered steel chain products are sold under the Link-Belt and Rexnord brand names. These products are used in a number of applications, including cement elevators, construction and mining equipment and conveyors, and they are supplied to the cement and aggregates, energy, food and beverage, and forest and wood products industries.
Water Management
The Company�� Water Management platform designs, procures, manufactures and markets products that provide and enhance water quality, safety, flow control and conservation. The Water Management product port! folio inc! ludes professional grade specification drainage products, flush valves and faucet products, engineered valves and gates for the water and wastewater treatment market and PEX piping and are marketed and sold through brand names, including Zurn, Wilkins, VAG, GA, Rodney Hunt and Fontaine. Rexnord�� Water Management platform has a network of approximately 1,100 independent sales representatives across approximately 210 sales agencies in North America, who work with local engineers, contractors, builders and architects to specify its products for use in construction projects. Its water control and safety products are sold under the Wilkins brand name and encompass a variety of valves, including backflow preventers, fire system valves, pressure reducing valves and thermostatic mixing valves. These products are sold into the commercial and industrial construction applications, as well as the fire protection, waterworks and irrigation end markets.
Zurn�� commercial brass products include manual and sensor operated flush valves marketed under the Aquaflush, AquaSense, AquaVantage and HydroVantage brand names and heavy duty commercial faucets marketed under the AquaSpec brand name. Water conserving fixtures are marketed under the EcoVantage and Zurn One brand names. These products are used in office buildings, schools, hospitals, airports, sports facilities, convention centers, shopping malls, restaurants and industrial production buildings. The Zurn One Systems integrate commercial brass and fixtures into plumbing systems. PEX is its product line manufactured out of cross-linked polyethylene into tubing and is suited for high temperature and pressure fluid distribution piping. Its PEX products include lines of pipe, fittings, valves and installation tools for both potable water and radiant heating systems. Its water and wastewater products are sold under the VAG, GA, Rodney Hunt and Fontaine brand names and are used to control the flow of water and wastewater throughout the water cycle from ra! w water t! hrough collection, distribution and wastewater treatment. Products include automatic control valves, check valves, air valves, butterfly valves, water control gates, hydrants, actuation systems, and other specialized products for municipal, industrial, and hydropower applications. Its product lines are primarily sold into the water supply and treatment markets worldwide.
Advisors' Opinion:- [By gurujx]
Rexnord Corp (RXN): SVP & CFO Mark W Peterson Sold 35,983 Shares
SVP & CFO of Rexnord Corp (RXN) Mark W Peterson sold 35,983 shares on 09/19/2013 at an average price of $20.03.
- [By Eric Volkman]
A sizable bloc of Rexnord (NYSE: RXN ) will soon be in different hands if a secondary offering goes as planned. The company announced that "certain funds affiliated with" Apollo Global Management (NYSE: APO ) are floating a 6.5 million-share stake in an underwritten public offering. The price is $16 per share. Additionally, the company's underwriters have been granted a purchase option for up to an additional 975,000 shares.
Top Machinery Stocks To Own Right Now: Graco Inc (GGG)
Graco Inc. (Graco), incorporated in 1926, design, manufacture and sell equipment that pumps, meters, mixes, dispenses and sprays a variety of fluids and semi-solids. The Company operates in three segments: Industrial, Contractor and Lubrication. Primary users of its equipment include contractors and original equipment manufacturers, who uses its equipment in a variety of applications in the construction, manufacturing, processing and maintenance industries. Its equipment is used to paint, finish, fill, glue and seal a wide range of goods and materials. Graco sells its equipment through third-party distributors worldwide. The Company sells its products in geographic markets, such as the Americas (North and South America), Europe (including the Middle East and Africa) and Asia Pacific. In January 2014, the Company announced that it has completed the acquisition of QED Environmental Systems and EcoQuip.
Industrial Segment
The segment includes the Industrial Products and the Applied Fluid Technologies divisions. End users of its industrial equipment require solutions to their manufacturing and maintenance challenges and are driven to purchase its industrial equipment by the return on investment that its products provide. The Industrial Products division markets its equipment and services to customers who manufacture, assemble, maintain, repair and refinish products, such as appliances, vehicles, airplanes, electronics, cabinets and furniture, and other articles. In addition to marketing its equipment to customers in similar industries, the Applied Fluid Technology division also sells to contractors who use its plural component equipment to apply foam insulation and protective coatings to buildings and other structures. Most Industrial segment equipment is sold worldwide through general and specialized third-party distributors, integrators, design centers, original equipment manufacturers and material suppliers.
The Industrial Products division focuses its product de! velopment and sales on two main applications: equipment that applies paint and other coatings to products, such as motor vehicles, appliances, furniture and other industrial and consumer products (finishing), and process pump equipment that moves and dispenses chemicals and liquid and semi-solid foods (process pumps). It�� finishing equipment pumps, meters and applies liquids on all types of wood, metal and plastic. Manufacturers in the automotive, automotive feeder, truck/bus/recreational vehicle, military and utility vehicle, aerospace, farm and construction, wood and general metals industries use its liquid finishing products. Its liquid finishing equipment includes paint circulating and paint supply pumps, paint circulating advanced control systems, plural component coating proportioners, various accessories to filter, transport, agitate and regulate fluid, and spare parts, such as spray tips, seals and filter screens.
The Company�� process pumps move chemicals, petroleum, food and other fluids. Manufacturers and processors in the food and beverage, dairy, pharmaceutical, cosmetic, oil and gas, electronics, wastewater, mining and ceramics industries use its process pumps. It offers pumps for sanitary applications, including Food and Drug Administration (FDA )-compliant 3-A sanitary pumps, diaphragm pumps, transfer pumps and drum and bin unloaders. Its process pumps provide a mechanized solution to a manual process in a factory of moving fluids from large barrels into equipment that dispenses the fluid into jars or other containers. During the year ended December 31, 2011, the Company purchased certain peristaltic pumps assets of Eccentric Pumps, LLC, provided the Company with an entry into the industrial peristaltic pump industry.
The Applied Fluid Technologies division directs its engineering, sales and marketing efforts toward two types of applications: equipment to pump, meter, mix and dispense high performance protective coatings and polyurethane foam (protective c! oatings a! nd foam); and equipment to pump, meter, mix and dispense sealants, adhesives, molded polyurethane parts and composites (advanced fluid dispense). It offers sprayer systems and plural component proportioning equipment to apply protective coatings and foam to a wide variety of surfaces. Reactor plural component pumps are used to apply foam to insulate things, such as walls, water heaters, refrigeration, and hot tubs, create commercial roofing membranes and for packaging, architectural design and cavity filling. This equipment is also used to apply two-component polyurea coatings to tanks, pipes, roofs, truck beds and foundations.
Graco�� XM Plural-Component Sprayer series is and XP70 plural component sprayers are used for corrosion-control applications, such as tank and pipeline coatings, shipbuilding, marine and railcar maintenance, wind tower coating, bridge and infrastructure projects and coating structural steel. The XM sprayers provide precise and variable ratio control in a highly configurable system. The XP70 sprayers are fixed ratio units and intended for applications where variable ratio capability is not required. It offers pumps, meters, applicators and valves for the metering, mixing and dispensing of precision beads of sealant and adhesive to bond, mold, seal, vacuum encapsulate, pot, laminate and gasket parts and devices in a variety of industrial applications. The HFR Metering System is an in-plant, hydraulic, fixed-ratio metering system that applies a range of materials used for noise dampening, insulation and structural integrity. It also offers advanced composites equipment, which includes gel coat equipment, chop and wet-out systems, resin transfer molding systems and applicators , which are used for example in the manufacture of vehicles, aircraft, boats, wind turbines and bridge materials.
Contractor Segment
The Contractor segment directs its product development, sales and marketing of three applications: paint, texture, and pavement mainten! ance. The! Contractor segment markets airless paint and texture sprayers (air, gas, hydraulically- and electrically-powered), accessories, such as spray guns, hoses and filters and spare parts, such as tips and seals to professional painters in the construction and maintenance industries, tradesmen and do-it-yourselfers. The products are distributed primarily through distributor outlets whose main products are paint and other coatings. Contractor products are also sold through general equipment distributors. Certain sprayers and accessories are distributed globally through the home center channel.
Contractor equipment encompasses a variety of sprayers, including sprayers that apply markings on roads, parking lots, fields, bike paths, crosswalks and floors; texture to walls and ceilings; highly viscous coatings to roofs; and paint to walls and structures. Many of these sprayers and their accessories contain one or more technological features, such as micro-processor-based controls for consistent spray and protective shut-down, a pump that may be removed and re-installed without tools, an easy-clean feature, gas/electric convertibility, and a durable pump finish. The Company offers a line of professional grade handheld paint sprayers, and in 2011, it introduced a fine finish handheld paint sprayer that sprays lacquers, varnishes, urethanes, sealers, stains and enamels. Contractor equipment also includes pressure washers, and scarifiers that remove markings on roads and other surfaces.
Lubrication Segment
The Lubrication segment focuses its engineering, marketing and sales of two lubrication applications: vehicle services and industrial. The Lubrication segment markets and sells its lubrication equipment worldwide, although the bulk of its sales come from North America. Its lubrication products are sold through independent third party distributors and oil jobbers, and directly to original equipment manufacturers. The Company supplies pumps, hose reels, meters, valves and accessorie! s to the ! motor vehicle lubrication industry. Its customers include fast oil change facilities, service garages, fleet service centers, automobile dealerships and auto parts stores.
In industrial lubrication, the Company offers systems, components, and accessories for the automatic lubrication of industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles. Industries served include gas transmission and petrochemical, pulp and paper, mining and construction, agricultural equipment, food and beverage, material handling, metal manufacturing and wind energy. It offers products that automatically lubricate bearings, gears and generators, and products that evacuate and dispense oil, grease, anti-freeze and hydraulic fluids, from wind power components.
Advisors' Opinion:- [By Seth Jayson]
Graco (NYSE: GGG ) is expected to report Q1 earnings on April 24. Here's what Wall Street wants to see:
The 10-second takeaway
Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Graco's revenues will increase 16.1% and EPS will expand 25.9%. - [By Brian Pacampara]
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, fluid handling solutions specialist Graco (NYSE: GGG ) has earned a respected four-star ranking.
Top Machinery Stocks To Own Right Now: Deutz AG (DEZ)
DEUTZ AG is a Germany-based manufacturer of diesel engines. The Company produces engines with outputs of between 19 kilowatts (kW) and 520 kW for on-road as well as non-road applications. Its activities cover development, design, production, sales and services for diesel engines that are cooled by water, oil or air. DEUTZ AG divides its activities into two segments: DEUTZ Compact Engines and DEUTZ Customized Solutions. DEUTZ Customized Solutions segment focuses on air-cooled engines and large liquid-cooled engines with capacities of more than eight liters. The segment DEUTZ Compact Engines comprises liquid-cooled engines with capacities of less than four liters as well as engines with capacities of four to eight liters. The Company is the executive and operating company within the DEUTZ Group. It has a global reach with its production sites, ten distribution companies, nine sales offices, as well as over 800 distribution and service partners in more than 130 countries worldwide. Advisors' Opinion:- [By Jonathan Morgan]
RWE AG (RWE) jumped 6.4 percent, leading a gauge of utilities higher. Deutz AG (DEZ) plunged the most in more than two years after an investor sold a 8.4 percent stake in the manufacturer of diesel engines. ProSiebenSat.1 Media AG (PSM) dropped 1.1 percent after Telegraaf Media Groep NV sold its stake in the company.
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