Profile cover photo
Profile photo
Lee Samaha
1,313 followers
1,313 followers
About
Lee's posts

Post has attachment
Danaher Corporation Earnings Analysis
As you look across the industrials sector,  Danaher Corporation   ( NYSE:DHR )  jumps out, for two reasons. First, Danaher isn't your typical kind of cyclical industrial company. In fact, its collection of medical-focused and environmental businesses give i...

Post has attachment
General Electric Company Cash Flow
After a difficult 2016 in which  General Electric Company    failed to meet its original organic revenue growth target range, the company was under pressure to steady the ship in 2017. On the plus side, the recent first quarter was good from a headline pers...

Post has attachment
Emerson Electric Earnings Analysis
It's been a pretty good earnings season for the industrials sector. Particularly so for companies with heavy exposure to oil & gas related capital spending. As such, expectations were for a good set of results from  Emerson Electric Co.    and the company d...

Post has attachment
Check Point Software Earnings Analysis
Network security company  Check Point Software Technologies Ltd.   (  delivered another solid set of earnings recently, and served notice that its long-term strategic efforts in cloud, mobility, and threat prevention are starting to pay off. As a relatively...

Post has attachment
Cognex Corporation Earnings Analysis
Machine vision company  Cognex Corporation   ( NASDAQ:CGNX )  continues to please investors by releasing guidance-busting results and winning large orders from customers in new markets.The first-quarter earnings report continued the company's run of strong ...

Post has attachment
Dassault Systemes Earnings Analysis
France-based engineering and design software company  Dassault Systemes ( NASDAQOTH:DASTY )  produced a mixed set of results in its first quarter. The headline numbers were fine, and management sounded an upbeat tone with regard to its 3DExperience and Soli...

Post has attachment
WESCO International
In an earnings season where other industrial-related companies such as  Illinois Tool Works  ( NYSE:ITW ) ,  Dover Corp   ( NYSE:DOV )  and  CSX Corporation   ( NASDAQ:CSX )  have reported strengthening conditions,  WESCO International Inc. 's  ( NYSE:WCC )...

Post has attachment
Honeywell International Earnings Analysis
After a strong set of first-quarter earnings, investors in  Honeywell International  might have expected a bit more in terms of a guidance hike, but it's hard to be too churlish. The new CEO, Darius Adamczyk, can be forgiven for taking a conservative approa...

Post has attachment
General Electric Earnings Analysis
In an act of almost poetic symmetry,  General Electric Company 's  ( NYSE:GE )  latest results left investors confused. Whereas in previous quarters, the headline revenue guidance was down, but management gave assurances that the underlying performance was ...

Post has attachment
CSX Earnings Analysis
Railroads always give great color on the economy, and if the latest earnings report from  CSX Corporation  ( NASDAQ:CSX )  is anything to go by, then overall conditions are definitely improving in the U.S. industrial economy. That said, it's not an even rec...
Wait while more posts are being loaded