Great Lakes Review, a division of Wellington Shields & Co. LLC

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Great Lakes Review is located in Cleveland, Ohio, was founded in 1981 and became a division of Wellington Shields & Co. LLC in 2011. Great Lakes Review is a research boutique focused on the fundamentally-oriented investor seeking companies that dominate their respective specialty niche regardless of industry. The objective is to make money for the long-term by gradually accumulating a diversified portfolio from a universe of no more than 30 companies.  Although short-term-oriented accounts will be alerted to trading opportunities, aggressive sell recommendations are triggered only by a deterioration in long-term fundamentals, not by short-term blips or investor fancy. Coverage of those names that lose their earnings momentum or earnings predictability may be dropped and replaced with more vital candidates. 

Regulatory Information

  • Regulatory Status: Registered
  • ID Number: FINRA - 149021, SEC - 8-68098

Great Lakes Review
  • Great Lakes Review
EUR 46.71
AIT Applied Industr...

AIT: An Overlooked Industrial with Nearly 30% EPS Growth Modeled for F...

WHY BUY NOW Our estimates could prove conservative given the recent acceleration in the U.S. industrial economy (i.e., the U.S. ISM Manufacturing Index rose to a 14-year high in August). EPS is projected up 29% in FY19 (June) to a record $4.65, aided by healthy end-markets, acquired FCX Performance (a leading distributor of specialty process control products & services), and a 25% tax rate (vs 31% in FY18). Applied offers a 1.6% yield on a dividend raised for nine consecutive years on only ...

AIT APPLIED INDUSTRIAL TECHNOLOGIES INC.
09/05/18 September 5, 2018 16 EN
Great Lakes Review
  • Great Lakes Review
EUR 46.71
RPM RPM INTERNATION...

RPM: Elliott Management the Catalyst to Rev Up the "RPMs"

WHY START BUYING NOW The transformative agreement with Elliott Management should help boost operating margins from 10.6% in FY18 to an estimated 13.7% in FY20 and could yield upside to RPM’s target (prior to Elliott) of 300 bps of EBIT margin improvement over the next two-to-three years. EPS growth is modeled up 10% in FY19 (held back by a higher tax rate and raw material cost headwinds in the first half), accelerating to perhaps 25% for FY20. RPM’s revenue is diversified among the Industri...

RPM RPM INTERNATIONAL INC
08/30/18 August 30, 2018 16 EN
Great Lakes Review
  • Great Lakes Review
EUR 18.68
NEOG Neogen Corporat...
MIDD Middleby Corpor... ... (+6)

Weekly Update: ATR, JBT, LECO, MIDD, NEOG, THO

Estimates Raised: ATR Opportunity of the Week:  MIDD News: LECO, NEOG, THO Current Report: MIDD Coming Events: JBT

NEOG NEOGEN CORPORATION
MIDD MIDDLEBY CORPORATION
LECO LINCOLN ELECTRIC HOLDINGS INC.
JBT JOHN BEAN TECHNOLOGIES CORPORATION
ATR APTARGROUP INC.
THO THOR INDUSTRIES INC.
08/30/18 August 30, 2018 5 EN
Great Lakes Review
  • Great Lakes Review
THO THOR INDUSTRIES INC.
08/28/18 August 28, 2018 4 EN
Great Lakes Review
  • Great Lakes Review
EUR 46.71
MIDD Middleby Corpor...

MIDD: The Dough is Rising

WHY START BUYING NOW Our estimates could prove conservative given an improving spending environment at restaurants with Middleby now seeing orders for new equipment and winning new customers, as well as momentum at Viking, a rebound expected in Food Processing, benefits anticipated from acquired Taylor, and the salesforce restructuring. The shares are still 20% off their March 2017 high despite EPS projected up 14% in 2018 to a record $6.23 and 15% in 2019 to $7.14. The June 2018 purchase o...

MIDD MIDDLEBY CORPORATION
08/28/18 August 28, 2018 20 EN
Great Lakes Review
  • Great Lakes Review
EUR 44.54

Wkly Update: AIT, ATR, CTAS, GNTX, LKQ, LECO, MIDD, NEOG, NDSN, POL, R...

Opportunity of the Week: RPM Hurricane Harvey Impact: AIT, CTAS, LKQ, LECO, NDSN, POL, RPM, SCL & THO News: GNTX, MIDD, NEOG, SMG & THO Current Reports: AIT & LECO Coming Events: ATR

09/01/17 September 1, 2017 5 EN

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