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[ May 28, 2015 | Author: Admin | Views: 86294 | Weather: | Mood: normal]

Colfax Corporation (Colfax) (NASDAQ: CFX) Market Cap: $9.2 billion (as of 6/30/14) Company overview: Colfax (CFX) is a multi-platform industrial engineering and manufacturing company with a focus on two product areas: (1) gas & fluid handling, and (2) welding. The company was founded in 1995 by Steven and Mitchell Rales, best known as the founders of Danaher Corporation, and it has grown to its current size through a combination of acquisitions and organic growth. In 2012, Colfax completed the transformative acquisition of Charter International PLC, a UK-based industrial conglomerate many times its size, increasing revenues overnight from $700 million to $4 billion. Akre Focus Fund Investment: The Fund purchased its first shares of Colfax in July 2012 and continues to add opportunistically. Colfax is a core portfolio company for the Fund and as of June 2014 represents 10.4% of the portfolio. Investment thesis: We believe the heart and soul of … Continue reading

[ May 28, 2015 | Author: Admin | Views: 68152 | Weather: | Mood: normal]

Ford (F) is one of the world’s leading auto makers with strong footprints all over the globe. Ford is seeing tremendous growth in Europe. According to Fords head of European operations, demand for new vehicles is strong. This clearly shows Fords fantastic PR and the success of its cars. The European market is one of the important regions for Ford. It is accelerating its production in this market. Now, Ford is planning to expand to Russia. Fords European sales grew almost 9% in July to 90,000 units, which was twice the industrys growth rate. All such exciting facts present a clear image for Ford as it is seeing good times in the European market. However, India is also turning up to be one of the next potential markets for Ford as the automobile market in this country is expected to triple by 2020. Making a mark India is the second … Continue reading

[ May 28, 2015 | Author: Admin | Views: 54589 | Weather: | Mood: normal]

An array of energy’s sub-industries are making a fortune from America’s natural gas boom. Rigs, pipelines, rail, wastewater treatment, trucking, seismic imaging, well-site security… And a lot more opportunity is on the way, like the deal Kent just uncovered. But perhaps the most unlikely beneficiary of the shale revolution is the coal industry. After all, “King Coal” has been dethroned in recent years by the swelling supply – and bargain prices – of clean-burning natural gas. Indeed, thermal coal at the Australian port of Newcastle, the Asian benchmark price, is currently near lows not seen since November 2009. Australian producers have especially been struggling. They’ve been cutting costs and paring back production because U.S. and large project financiers like the World Bank are pulling away from coal projects. And overall, ever-increasing environmental regulation is discouraging coal-powered electricity. But the dynamic is suddenly changing. Top 5 Asian Stocks To Invest In … Continue reading

[ May 28, 2015 | Author: Admin | Views: 8084 | Weather: | Mood: normal]

An array of energy’s sub-industries are making a fortune from America’s natural gas boom. Rigs, pipelines, rail, wastewater treatment, trucking, seismic imaging, well-site security… And a lot more opportunity is on the way, like the deal Kent just uncovered. But perhaps the most unlikely beneficiary of the shale revolution is the coal industry. After all, “King Coal” has been dethroned in recent years by the swelling supply – and bargain prices – of clean-burning natural gas. Indeed, thermal coal at the Australian port of Newcastle, the Asian benchmark price, is currently near lows not seen since November 2009. Australian producers have especially been struggling. They’ve been cutting costs and paring back production because U.S. and large project financiers like the World Bank are pulling away from coal projects. And overall, ever-increasing environmental regulation is discouraging coal-powered electricity. But the dynamic is suddenly changing. Top 5 Asian Stocks To Invest In … Continue reading

[ May 28, 2015 | Author: Admin | Views: 13099 | Weather: | Mood: normal]

J.C. Penney Co. (JCP), the retailer struggling to bounce back from its worst sales year in two decades, will be replaced in the Standard & Poors 500 Index by Allegion Plc., S&P said in a statement today. J.C. Penneys market value fell 37 percent this year to $2.7 billion, making it more representative of the mid cap market, S&P said. Allegion, which makes residential and commercial door locks, has a market capitalization of $4.2 billion. It was spun off from Ingersoll-Rand Plc and started trading on the New York Stock Exchange on Nov. 18. The S&P 500 change will take place after the close of trading on Nov. 29, S&P said. The revisions in the benchmark equity index may prompt money managers to shift holdings to match it. About $5.14 trillion was benchmarked to the gauge, according to the S&P website. J.C. Penney will bump Aeropostale Inc. from the S&P … Continue reading