| SELL | 71.620 | David Burrows | (Market Call Minute.) Unfortunately, machinery stocks are not doing well. | 2008-08-05 | |
| TOP PICK | 81.430 | Laura Wallace | Assembly line gear for trucks and autos but has diversified in the last 5 years. Much more balanced for every phase of the cycle. Also more exposed to infrastructure spending outside of the US. Trading at 10X 08 earnings and 8.5X 09 earnings. 2.5% dividend. Cheap stock. | 2008-07-10 | |
| TOP PICK | 94.170 | Laura Wallace | Trading at quite a low multiple because of the perception that it is a trucking supply company. Have done a great job of diversifying away from this over the last 5 years, mainly through acquisitions. 75% of their business is not related to the automotive side, but is an infrastructure play. Strong balance sheet. | 2008-06-18 | |
Experts that have talked about Eaton Corp.