Industry & Services >> Analyst Interviews >> June 28, 2010

Sharper Rebound For Early-cycle Industrial Plays – Ned Borland – Hudson Securities, Inc.

Ned Borland is a Managing Director and Senior Research Analyst at Hudson Securities, Inc., where he covers the machinery and electrical equipment industries. Mr. Borland was recognized by Starmine in 2009 as both the top stock picker and top earnings estimator for the electrical equipment industry. He was also recognized as the number five stock picker in The Wall Street Journal's 2007 "Best on the Street" survey for the heavy machinery and materials category. Prior to joining Next Generation Equity Research, Mr. Borland was a Director at Fiduciary Management Associates, where he served as a Research Analyst for both large- and small-cap equity portfolios. Mr. Borland covered the materials, producer durables, and autos and transportation sectors for four years with the firm. Before becoming a Research Analyst, Mr. Borland spent five years at his prior firm in marketing/client service and operations capacities. Profile
TWST: What do you cover in the industrial space?

Mr. Borland: It's a mixed bag of companies, but you can break it down between two main groups, machinery and electrical equipment. Those are the two