our coverage

companies we follow

Neil Frohnapple - ALSN, CAT, CMI, CSL, DE, ETN, HEES, HRI, MTOR, NAV, OSK, PCAR, PH, RBA, RUSHA, TEX, TITN, URI, 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