Applied Industrial Technologies is a distributor of bearings, power transmission products, fluid power components and systems, specialty flow control solutions, and other industrial supplies, operating in North America, Australia, New Zealand, and Singapore. In addition, the company provides engineering, design, and systems integration for industrial, fluid power, and flow control applications, as well as customized mechanical, fabricated rubber, fluid power, and flow control shop services. The company has two reportable segments: service center based distribution; and fluid power and flow control.
CDW, through its subsidiaries, is a provider of integrated information technology solutions in the U.S., U.K. and Canada. The company's hardware products include notebooks/mobile devices (including tablets), network communications, desktop computers, video monitors, enterprise and data storage, printers and servers. The company's software products include application suites, security, virtualization, operating systems and network management. The company's services include warranties, managed services, consulting design and implementation. The company also provides public cloud solutions which reside off customer premises on a public (shared) infrastructure, and private cloud solutions, which reside on customer premises.
Gentex designs and manufactures automatic-dimming rearview mirrors and electronics for the automotive industry, dimmable aircraft windows for the aviation industry, and commercial smoke alarms and signaling devices for the fire protection industry. The company's key business involves designing, developing, manufacturing and marketing interior and exterior automatic-dimming automotive rearview mirrors that use electrochromic technology to dim in proportion to the amount of headlight glare from trailing vehicle headlamps. The company also designs, develops and manufactures various electronics features to the interior and exterior automotive rearview mirrors as well as interior visors and overhead consoles.
John Bean Technologies is a technology solutions provider to the food and beverage industry with focus on proteins, liquid foods and automated system solutions. The company also sells critical equipment and services to domestic and international air transportation customers. The products offerings of the company's FoodTech businesses include food processing systems to protein customers, liquid foods portfolio such as fruit and juice solutions, and robotic automated guided vehicle systems. The product offerings of the company's AeroTech businesses include mobile air transportation equipment, gate equipment for passenger boarding, and airport services such as maintenance of airport equipment, systems and facilities.
Lincoln Electric Holdings is a holding company. Through its subsidiaries, the company is a manufacturer of welding, cutting and brazing products. Welding products include arc welding power sources, plasma cutters, wire feeding systems, robotic welding packages, integrated automation systems, fume extraction equipment, consumable electrodes, fluxes and welding accessories and other welding consumables and fabrication. The company's product offering also includes computer numeric controlled plasma and oxy-fuel cutting systems and regulators and torches used in oxy-fuel welding, cutting and brazing. In addition, the company is engaged in the brazing and soldering alloys market.
LKQ is a holding company. Through its subsidiaries, the company provides alternative vehicle collision replacement products and alternative vehicle mechanical replacement products. The company is also a provider of alternative vehicle replacement and maintenance products in the United Kingdom, Germany, the Benelux region (Belgium, Netherlands, and Luxembourg), Italy, Czech Republic, Poland, Slovakia, Austria, and other European countries. In addition to its wholesale operations, the company operates self service retail facilities across the United States that sell recycled automotive products from end-of-life-vehicles. The company is also a distributor of specialty vehicle aftermarket equipment and accessories.
Matthews International is a provider of brand solutions, memorialization products and industrial technologies. The company's reporting segments are: SGK Brand Solutions, which includes brand development, deployment and delivery; Memorialization, which includes a line of memorialization products used primarily in cemeteries, funeral homes and crematories; and Industrial Technologies, which designs, manufactures and distributes a range of marking and coding equipment and consumables, industrial automation solutions, and warehouse automation systems, as well as manufactures and markets products and systems that employ different marking technologies, including laser and ink-jet printing.
Mettler-Toledo International is a supplier of precision instruments and services. The company manufactures weighing instruments for use in laboratory, industrial, packaging, logistics, and food retailing applications. The company also manufactures several related analytical instruments and provides automated chemistry solutions used in drug and chemical compound discovery and development. In addition, the company manufactures metal detection and other end-of-line inspection systems used in production and packaging and provides solutions for use in certain process analytics applications. The company has five segments: United States Operations, Swiss Operations, Western European Operations, Chinese Operations, and Other.
Neogen develops, manufactures, and markets a line of products for food and animal safety. The company's segments are: Food Safety, which is engaged in the development, production and marketing of diagnostic test kits and related products used by food producers and processors to detect harmful natural toxins, foodborne bacteria, allergens and levels of general sanitation; and Animal Safety, which is engaged in the development, production and marketing of products dedicated to animal safety, including a range of consumable products marketed to veterinarians and animal health product distributors, and provides genomic identification and related interpretive bioinformatic services.
Scotts Miracle-Gro is a manufacturer and marketer of consumer lawn and garden products in North America. The company's segments are: United States Consumer, which consists of the company's consumer lawn and garden business located in United States; Hawthorne, which consists of the company's indoor, urban and hydroponic gardening business; and Other, which consists of the company's consumer lawn and garden business in geographies other than the United States and the company's product sales to nurseries, greenhouses and other customers. The company manufactures, markets and sells lawn and garden products in the following categories: lawn care, gardening and landscape, hydroponics, and controls.
Stepan is engaged in the production and sale of specialty and intermediate chemicals, which are sold to other manufacturers for use in a variety of end products. The company has three reportable segments: Surfactants, which are used in a variety of consumer and industrial cleaning compounds as well as in agricultural products, lubricating ingredients, oil field chemicals and other applications; Polymers, which are used primarily in plastics, building materials, refrigeration systems and coatings, adhesives, sealants and elastomers applications; and Specialty Products, which are used in food, flavoring, nutritional supplement and pharmaceutical applications.
Syntel is a provider of digital transformation, information technology and knowledge process outsourcing services. The company's segments include: Banking and Financial Services, which serves financial institutions throughout the world; Healthcare and Life Sciences, which serves healthcare payers, providers and pharmaceutical and medical device providers, among others; Insurance, which serves the needs of property and casualty insurers, insurance brokers, personal, commercial, life and retirement insurance service providers; Manufacturing, which provides technology services and business consulting; and Retail, Logistics and Telecom, which provides elimination and digital modernization solutions.
Thor Industries is a manufacturer of recreational vehicles. The company has three segments: North American Towable Recreational Vehicles, which consists of: Airstream (towable), Heartland (including Bison, Cruiser RV and DRV), Jayco (including Jayco towable, Starcraft and Highland Ridge), Keystone (including CrossRoads and Dutchmen) and KZ (including Venture RV); North American Motorized Recreational Vehicle, which consists of: Airstream (motorized), Jayco (including Jayco motorized and Entegra Coach) and Thor Motor Coach; and European Recreational Vehicles, which consists of the Erwin Hymer Group business.
Wabtec primarily serves the global freight rail and passenger transit industries. The company provides its products and services through two segments: Freight, which primarily manufactures and provides aftermarket parts and services for new locomotives; provides components for new and existing locomotives and freight cars; builds new commuter locomotives; and supplies rail control and infrastructure products, among others: and Transit, which primarily manufactures and services components for new and existing passenger transit vehicles, mainly regional trains, high speed trains, subway cars, light-rail vehicles and buses; and supplies rail control and infrastructure products, among others.
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.
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