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| BUY | 21.670 | Charles Lannon | Super high quality company. Prefers Schneider of France because they have a slightly better presence in emerging markets but nothing wrong with this company. | 2012-02-02 | |
| TOP PICK | 20.550 | Darren Sissons | Leveraged to the Chinese/Indian (?) grid modernization effort. Pays a good dividend. Very strong balance sheet. Has the balance sheet to make acquisitions. | 2012-01-30 | |
| TOP PICK | 21.400 | Norman Levine | (Top Pick Jan 26/11, Down 10.29%) Headquartered in Switzerland, but most business is elsewhere in the world, especially in developing markets.. Factory automation and energy infrastructure like transmission. In North America the wires are ancient and out-dated and badly need upgrading. Great growth, 3-1/2% yield. | 2012-01-19 | |
| BUY | 17.700 | Norman Levine | Likes long-term outlook. In two main markets – factory automation and electrical infrastructure, which is a growing market around the world. Owns it because out power infrastructure is aged and needs updating. | 2011-11-29 | |
| Comment | 19.020 | Rick Stuchberry | Large Swiss engineering company. Reasonable yield of about 3%. He prefers a sector with a bit more zoom to it. | 2011-11-03 | |
| PAST TOP PICK | 26.320 | Norman Levine | (A Top Pick May 5/10. Up 54.07%.) Infrastructure play on the electrical grid, which are badly in need of repair. | 2011-05-20 | |
| TOP PICK | 23.990 | Norman Levine | (A Top Pick Jan 28/10. Up 35.29%.) Power transmission and factory automation. Acquiring Baldor Electric in the US that will strengthen them. Likes the transmission of electric power to the end user and thinks there will be major money going in here. | 2011-01-26 | |
| PAST TOP PICK | 20.170 | Norman Levine | (Top Pick Sept 11/09, Up 1%) Late cycle play on electrical transmission and factory automation. Company has been a little delayed. Spending in their areas is delayed in coming. | 2010-09-07 | |
| TOP PICK | 16.800 | Norman Levine | Power business, Swiss company. Biggest player worldwide in electrical transmission. They are re-doing the whole power grid in the US. Short term, some problems with state funding. He is a long-term investor. Buy the stock here. | 2010-06-09 | |
| TOP PICK | 18.100 | Norman Levine | Based in Switzerland so a perfect one for strong Cdn$ to buy weak foreign currency stocks. Global player. Infrastructure player has yet is the largest player in electrical transmission/distribution. Also in process automation. Electrical transmission in North America is outdated and has to be renewed. Great long-term story. Over 5% yield. | 2010-05-05 | |
| BUY | 19.340 | Charles Lannon | Large Swiss industrial conglomerate. Industrial is have done well this year but not as well as consumer stocks or financials. Very well run. | 2010-04-29 | |
| BUY | 21.000 | Norman Levine | Infrastructure play. Biggest company in electrical distribution and manufacturing. Lot of money being spent around the world in upgrading systems. Not an immediate play, but a play for the next 4 to 5 years. This will be a long-term winner. | 2010-03-09 | |
| TOP PICK | 18.190 | Norman Levine | Swiss company. Market leader globally in electrical distribution transmissions so it is an infrastructure play for both replacement of grids in the developed world as well as in the developing world. Great growth prospects. | 2010-01-28 | |
| TOP PICK | 20.540 | Norman Levine | Builds transmission and power substations. Very big in power projects. Also into automation including robotics and manufacturing processes. Power side is seeing increased orders because of capital spending going into that area. Companies will be using the automation to keep their costs down. | 2009-09-11 | |
| PARTIAL BUY | 13.670 | Don Reed | Power Plant Equipment. Infrastructure play. A holding he would be inclined to for a 3 to 5 year hold. They are in the right business and have been receiving some contracts. He would take a position and then dollar cost average. | 2008-12-10 | |
| TOP PICK | 31.310 | Cameron Webster | A global play on electricity infrastructure. Over a full third of their revenues is in the high growth emerging markets. Also, their developed markets are growing at mid-double digits so you are getting a 20% earnings growth stock for about 17X earnings. Strong dividend growth. Anywhere around $28 would be a comfortable level to buy. | 2008-05-08 | |
| TOP PICK | 25.340 | Mark Grammer | They have a slight concern with the automation part of the business, if corporate buyers buy less. But the transmission and distribution part of the business is doing very well. 25% grown in North America closer to 40% in emerging markets, which accounts for almost 50% of the electricity part of their business. Margins are going up. | 2008-03-18 | |
| TOP PICK | 28.790 | Cameron Webster | Basically a play on power infrastructure and productivity across the globe. Likes its emerging-market exposure. Getting almost 30% of its revenue out of emerging markets. Also getting 12%-15% growth out of the developed world. Buy under $20-$29. | 2007-11-14 | |
| BUY | 21.310 | Mark Grammer | Heavy equipment business. A better performer then it's counterparts. Sell to Western and a bit of Eastern Europe. No catalyst, just good solid growth. | 2007-06-06 | |
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| SELL | 12.420 | David Driscoll | Had been in the doghouse for a long time but turned it around and have escalated upwards. Were in the midst of doing a lot of asset sales and keeping their higher margin business. At these levels, he would start taking profits. Still has some issues outstanding, such as debt loads and issuing too many shares. | 2006-07-26 | |
| HOLD | 13.970 | Ron Meisels | Its move from $8 to $14 was quite sudden, so there is always the chance of a pullback. If you own, keep your eye on the $12 level and if the stock goes below that, takes on profit. | 2006-04-24 | |
| DON'T BUY | 6.420 | Paul Harris, CFA | One of the largest producers of electrical power lines, transformers, etc. Has restructured a great deal. Used to be a large conglomerate and sold off a lot things in which they had a lot of problems. New management and they missed their numbers and stock has pulled back. Will be a volatile stock. Have had a lot of lawsuits on asbestos problems. | 2005-06-30 |
