Report
Keith Schoonmaker, CFA

EPG CEO Presenters See Blue Skies in their Macroeconomic Outlook

Macroeconomic bullishness, secular trends around the Internet of things, automation, and energy efficiency, as well as a near uniform commitment to share buybacks were prevailing themes at the Electrical Products Group 2018 Conference.
Blue skies were the predominant outlook at EPG. Nearly every CEO was unanimous in affirming a rosy, broad-based economic forecast, and the pains of the 2008 global financial crisis appear to fully be in the rear-view mirror. Honeywell International CEO Darius Adam...
Underlying
Emerson Electric Co.

Emerson Electric is a company that brings technology and engineering together to provide solutions for customers in a range of industrial, commercial and consumer markets around the world. The company 's segments are: Automation Solutions, which provides measurement and analytical instrumentation, valves, actuators and regulators, industrial solutions, and process control systems and solutions; Climate Technologies, which provides products and services for residential heating and cooling, commercial air conditioning, commercial and industrial refrigeration, and cold chain management; and Tools and Home Products, which provides tools for personnel and homeowners and appliance solutions.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Keith Schoonmaker, CFA

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