Longbow Research

Research

Coverage List

Beverages

GMCR	Green Mountain Coffee Roasters, Inc.	Alton Stump
MNST	Hansen Natural Corp.	Alton Stump

Capital Equipment

ARII	American Railcar Industries, Inc.	Matt Brooklier
GBX	The Greenbrier Companies, Inc.	Matt Brooklier
GMT	GATX Corp.	Matt Brooklier
RAIL	FreightCar America, Inc.	Matt Brooklier
TRN	Trinity Industries, Inc.	Matt Brooklier
WAB	Wabtec Corp.	Matt Brooklier

Construction Materials, Water Utilities and Infrastructure

AWK	American Water Works Co., Inc.	Garik Shmois
AWR	American States Water Company	Garik Shmois
CRH	CRH Plc	Garik Shmois
CWT	California Water Service Group	Garik Shmois
CX	CEMEX	Garik Shmois
EXP	Eagle Materials Inc.	Garik Shmois
MLM	Martin Marietta Metals Inc.	Garik Shmois
OC	Owens Corning	Garik Shmois
PNR	Pentair, Inc.	Garik Shmois
SSD	Simpson Manufacturing Co., Inc.	Garik Shmois
TXI	Texas Industries, Inc.	Garik Shmois
USG	USG Corp.	Garik Shmois
VMC	Vulcan Materials Co.	Garik Shmois
WTR	Aqua America, Inc	Garik Shmois
WTS	Watts Water Technologies, Inc.	Garik Shmois

Consumer Durables

AMWD	American Woodmark Corp.	David MacGregor
AWI	Armstrong World Industries, Inc.	David MacGregor
BGG	Briggs & Stratton Corp.	David MacGregor
ELUX	Electrolux	David MacGregor
FBHS	Fortune Brands, Inc.	David MacGregor
HNI	HNI Corp.	David MacGregor
IFSIA	Interface, Inc.	David MacGregor
KNL	Knoll Inc.	David MacGregor
LEG	Leggett & Platt, Inc.	David MacGregor
MAS	Masco Corp.	David MacGregor
MHK	Mohawk Industries Inc.	David MacGregor
MLHR	Herman Miller Inc.	David MacGregor
POOL	Pool Corp.	David MacGregor
SCS	Steelcase Inc.	David MacGregor
SCSS	Select Comfort Corp.	David MacGregor
SMG	The Scotts Miracle-Gro Co.	David MacGregor
SNA	Snap-On, Inc.	David MacGregor
SWK	Stanley Works	David MacGregor
TPX	Tempur Pedic International Inc.	David MacGregor
TTC	Toro	David MacGregor
WHR	Whirlpool	David MacGregor
ZZ	Sealy Corp.	David MacGregor

Electronic Components Supply Chain

BDC	Belden, Inc.	Shawn Harrison
BGC	General Cable Corp.	Shawn Harrison

Electronics

APH	Amphenol Corp.	Shawn Harrison
ARW	Arrow Electronics, Inc.	Shawn Harrison
AVT	Avnet, Inc.	Shawn Harrison
AXE	Anixter International Inc.	Shawn Harrison
CLS	Celestica Inc.	Shawn Harrison
DIOD	Diodes Inc.	Shawn Harrison
FLEX	Flextronics International Ltd.	Shawn Harrison
FCS	Fairchild Semiconductor	Shawn Harrison
JBL	Jabil Circuit, Inc.	Shawn Harrison
LFUS	Littelfuse, Inc.	Shawn Harrison
MOLX	Molex Inc.	Shawn Harrison
PLXS	Plexus Corp.	Shawn Harrison
SANM	Sanmina-SCI Corp.	Shawn Harrison
ST	Sensata Technologies Holdings	Shawn Harrison
TEL	Tyco Electronics Ltd.	Shawn Harrison
TTMI	TTM Technologies, Inc.	Shawn Harrison
VSH	Vishay Intertechnology, Inc.	Shawn Harrison

Food

DF	Dean Foods Co.	Alton Stump
FLO	Flowers Foods, Inc.	Alton Stump
GIS	General Mills, Inc.	Alton Stump
HAIN	Hain Celestial	Alton Stump
K	Kellogg Co.	Alton Stump
KR	The Kroger Co.	Alton Stump
MKC	McCormick & Company, Inc.	Alton Stump
RAH	Ralcorp Holdings, Inc.	Alton Stump
LANC	Lancaster Colony Corporation	Alton Stump
SVU	SUPERVALU, INC.	Alton Stump
SWY	Safeway, Inc.	Alton Stump
TFM	The Fresh Market	Alton Stump
WFM	Whole Foods Market, Inc.	Alton Stump

Forest & Paper

IP	International Paper Co.	Joshua Zaret
LPX	Louisiana-Pacific Corp.	Joshua Zaret
MWV	MeadWestvaco Corp.	Joshua Zaret
PCH	Potlatch Corp.	Joshua Zaret
PCL	Plum Creek Timber	Joshua Zaret
PKG	Packaging Corp. of America	Joshua Zaret
RKT	Rock-Tenn Co.	Joshua Zaret
SON	Sonoco Products	Joshua Zaret
WY	Weyerhaeuser Co.	Joshua Zaret

Industrial Distribution

AIT	Applied Industrial Technologies	Derek Jose
FAST	Fastenal, Inc.	Derek Jose
GWW	W.W. Grainger	Derek Jose
KAMN	Kaman Corporation	Derek Jose
MSM	MSC Industrial Direct	Derek Jose
WCC	Wesco International	Derek Jose

Industrial Technology

A	Agilent Technologies, Inc.	Mark Douglass
AME	AMETEK, Inc.	Mark Douglass
COHR	Coherent Inc.	Mark Douglass
DHR	Danaher Corp.	Mark Douglass
IIVI	II-VI Inc.	Mark Douglass
IPGP	IPG Photonics Corp.	Mark Douglass
NATI	National Instruments Corp.	Mark Douglass
NDSN	Nordson Corp.	Mark Douglass
NEWP	Newport Corp.	Mark Douglass
ROP	Roper Industries	Mark Douglass
RSTI	Rofin-Sinar Technologies Inc.	Mark Douglass

Industry Machinery

CAT	Caterpillar Inc.	Eli Lustgarten
CMI	Cummins Inc.	Eli Lustgarten
DCI	Donaldson Co., Inc.	Eli Lustgarten
DE	Deere & Co.	Eli Lustgarten
EMR	Emerson Electric Co.	Mark Douglass
ETN	Eaton Corp.	Eli Lustgarten
IR	Ingersoll-Rand Co. Ltd.	Eli Lustgarten
ITW	Illinois Tool Works Inc.	Eli Lustgarten
JOY	Joy Global	Eli Lustgarten
KDN	Kaydon Corp.	Eli Lustgarten
KMT	Kennametal Inc.	Eli Lustgarten
LECO	Lincoln Electric Holdings, Inc.	Mark Douglass
MTW	Manitowoc Co. Inc.	Eli Lustgarten
OSK	Oshkosh Corp.	Eli Lustgarten
PH	Parker-Hannifin Corp.	Eli Lustgarten
ROK	Rockwell Automation Inc.	Mark Douglass
TEX	Terex Corp.	Eli Lustgarten
TKR	The Timken Co.	Eli Lustgarten
TRMB	Trimble Navigation, Ltd.	Eli Lustgarten

Leisure

ACAT	Arctic Cat Inc.	James Hardiman
ATVI	Activision-Blizzard	James Hardiman
BC	Brunswick Corporation	James Hardiman
CCL	Carnival Corp.	James Hardiman
ELY	Callaway Golf	James Hardiman
EA	Electronic Arts	James Hardiman
FUN	Cedar Fair	James Hardiman
GME	Gamestop	James Hardiman
HAS	Hasbro, Inc.	James Hardiman
HOG	Harley-Davidson	James Hardiman
HZO	MarineMax Inc.	James Hardiman
MAT	Mattel, Inc.	James Hardiman
PII	Polaris Industries Inc.	James Hardiman
RCL	Royal Caribbean	James Hardiman
SIX	Six Flags Entertainment	James Hardiman
TTWO	Take-Two Interactive	James Hardiman

Mining Materials

CLF

Cleveland-Cliffs Inc.

Arun Viswanathan

Packaging

ATR	Aptar	Alton Stump
BLL	Ball Corp	Alton Stump
BMS	Bemis Co. Inc.	Alton Stump
CCK	Crown Holdings, Inc.	Alton Stump
OI	Owens Illinois, Inc.	Alton Stump
SLGN	Silgan Holdings Inc.	Alton Stump

Packaged Foods

THS	Treehouse Foods, Inc.	Alton Stump
WWAV	The WhiteWave Foods Company	Alton Stump

Semiconductors

AMD	Advanced Micro Devices	JoAnne Feeney
AVGO	Avago Technologies	JoAnne Feeney
IDTI	Integrated Device Technology	JoAnne Feeney
INTC	Intel	JoAnne Feeney
ISIL	Intersil Corporation	JoAnne Feeney
LLTC	Linear Technology Corporation	JoAnne Feeney
MCHP	Microchip Technology	JoAnne Feeney
MXIM	Maxim Integrated Products, Inc.	JoAnne Feeney
NVDA	Nividia Corporation	JoAnne Feeney
RFMD	RF Micro Devices Inc.	JoAnne Feeney
SWKS	Skyworks Solutions Inc.	JoAnne Feeney
TQNT	TriQuint Semiconductors	JoAnne Feeney
TXN	Texas Instruments, Inc.	JoAnne Feeney
VLTR	Volterra Semiconductor Corporation	JoAnne Feeney

Software

BMC	BMC Software	Kevin Buttigieg
CA	CA Technologies	Kevin Buttigieg
CRM	Salesforce.com	Kevin Buttigieg
CTXS	Citrix Systems, Inc.	Kevin Buttigieg
MSFT	Microsoft	Kevin Buttigieg
ORCL	Oracle	Kevin Buttigieg
PEGA	Pegasystems, Inc.	Kevin Buttigieg
RHT	Red Hat, Inc.	Kevin Buttigieg
SWI	Solarwinds, Inc.	Kevin Buttigieg
SYMC	Symantec Corporation	Kevin Buttigieg
VMW	VMware, Inc.	Kevin Buttigieg

Specialty Chemicals

ALB	Albemarle Corp.	Dmitry Silversteyn
ASH	Ashland	Dmitry Silversteyn
CBM	Cambrex Corp.	Dmitry Silversteyn
CCMP	Cabot Microelectronics Corp.	Dmitry Silversteyn
CHMT	Chemtura Corp.	Dmitry Silversteyn
ECL	Ecolab Inc.	Dmitry Silversteyn
FMC	FMC Corp.	Dmitry Silversteyn
FOE	Ferro Corp.	Dmitry Silversteyn
FUL	H.B. Fuller Co.	Dmitry Silversteyn
NEU	NewMarket Corp.	Dmitry Silversteyn
OLN	Olin Corp.	Dmitry Silversteyn
POL	Polyone Corp.	Dmitry Silversteyn
PPG	PPG Industries, Inc.	Dmitry Silversteyn
SEH	Spartech Corp.	Dmitry Silversteyn
SHLM	Schulman, Inc.	Dmitry Silversteyn
SHW	Sherwin Williams	Dmitry Silversteyn
SIAL	Sigma-Aldrich Corp.	Dmitry Silversteyn
VAL	Valspar Corp.	Dmitry Silversteyn

Specialty Metals

ATI	Allegheny Technologies	Arun Viswanathan
CRS	Carpenter Technology Corp.	Arun Viswanathan
RTI	RTI International Metals	Arun Viswanathan
TIE	Titanium Metals	Arun Viswanathan

Specialty Retail

CBOU	Caribou Coffee Company	Alton Stump
CMG	Chipotle Mexican Grill	Alton Stump
DNKN	Dunkin' Brands Group	Alton Stump
HD	The Home Depot, Inc.	David MacGregor
KKD	Krispy Kreme Donuts	Alton Stump
LL	Lumber Liquidators	David MacGregor
LOW	Lowe's Companies, Inc.	David MacGregor
PNRA	Panera Bread Company	Alton Stump
SBUX	Starbucks Corporation	Alton Stump
THI	Tim Hortons, Inc.	Alton Stump

Steel

AKS	AK Steel	Arun Viswanathan
CMC	Commercial Metals Co.	Arun Viswanathan
GTI	GrafTech International Ltd.	Arun Viswanathan
NUE	Nucor	Arun Viswanathan
RS	Reliance Steel & Aluminum	Arun Viswanathan
SCHN	Schnitzer Steel Industries	Arun Viswanathan
STLD	Steel Dynamics	Arun Viswanathan
WOR	Worthington Industries	Arun Viswanathan
X	U.S. Steel	Arun Viswanathan

Transportation/Logistics

ABFS	Arkansas Best Corporation	Matthew Brooklier
CHRW	C.H. Robinson Worldwide	Matthew Brooklier
CNW	Con-way, Inc.	Matthew Brooklier
HTLD	Heartland Express	Matthew Brooklier
HUBG	Hub Group Inc.	Matthew Brooklier
JBHT	JB Hunt Transportation	Matthew Brooklier
KNX	Knight Transportation	Matthew Brooklier
LSTR	Landstar System, Inc.	Matthew Brooklier
ODFL	Old Dominion Freight Line	Matthew Brooklier
R	Ryder Systems, Inc.	Matthew Brooklier
SWFT	Swift Transportation	Matthew Brooklier
WERN	Werner Enterprises Inc.	Matthew Brooklier

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