Topics covered: Professional Security Equipment, Organic Growth in Multi-Industrials, M&A Activity, Growth in Packaging, Future Growth and Market Share Gains, Emerging Markets Penetration, Commercial Aviation and Energy Expenditures, Aircraft Manufacturing Supply Chain
Companies covered: Westinghouse Air Brake Technologies Corporation (NYSE:WAB), United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), 3M Company (NYSE:MMM), Lowe's Companies, Inc. (NYSE:LOW), Johnson Controls, Inc. (NYSE:JCI), ITT Corporation (NYSE:ITT), Ingersoll-Rand plc (Ireland) (NYSE:IR), Honeywell International Inc. (NYSE:HON), Home Depot, Inc. (The) (NYSE:HD), W.W. Grainger, Inc. (NYSE:GWW), Graco Inc. (NYSE:GGG), General Electric Company (NYSE:GE), Fastenal Company (NASDAQ:FAST), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Emerson Electric Company (NYSE:EMR), Dresser-Rand Group Inc. (NYSE:DRC), Dover Corporation (NYSE:DOV), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), Astronics Corporation (NASDAQ:ATRO), TriMas Corporation (NASDAQ:TRS), FLIR Systems, Inc. (NASDAQ:FLIR), Belden Inc (NYSE:BDC)
