our coverage

companies we follow

Anthony Deem - ADNT, ALV, APTV, CTB, GNTX, GT, LEA, THRM, VC

Faheem Sabeiha - ALSN, CMI, MTOR, NAV, PCAR, RUSHA, WBC

companies we follow

Chris Dankert - AIT, CFX, EMR, FAST, GWW, HDS, IEX, IR, KAMN, KMT, LECO, LII, MRC, MSM, NDSN, RBC, ROK, TKR, WCC, WSO