Did GE Just Become More Activist-Friendly … or Activist-Minded?
GE may have just, at least partially, opened the door a tad wider to activist investors or investors who want to take on a more strategic role in one of America's largest companies.
Industrials
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Newest first · Page 40DuPont Snubs Nelson Peltz Board Picks
DuPont has announced two new appointments to its board of directors, but neither of them are Nelson Peltz nominees.
How Dow Chemical May Be Escaping Low Energy Prices
Dow Chemical reported its fourth-quarter results Thursday before the U.S. markets opened.
Is This the End of an Era for the Chemical Giants?
Merrill Lynch’s Kevin McCarthy has released a report on the major chemical companies that takes a more cautious view on the industry.
3M Solid Earnings, but Valuation Concerns Remain
Courtesy 3M CompanyTuesday before the markets opened, 3M Co. (NYSE: MMM) released its fourth-quarter financial results as $1.81 in earnings per share and $7.7 billion in revenue. Thomson Reuters has consensus estimates of $1.80…
How Caterpillar Is Fighting Its Earnings Headwinds
Caterpillar reported mixed fourth-quarter and full-year 2014 results before markets opened Tuesday morning.
DuPont Earnings Boosted by Cost Cutting
DuPont reported in-line fourth-quarter and full-year 2014 earnings Tuesday morning before markets opened.
Why Caterpillar Earnings Could Be Wrecked by the 2015 Outlook
Caterpillar will report fourth-quarter and full-year 2014 earnings Tuesday before the market opens.
Analyst Shows Why GE Likely to Keep Raising Its Dividend
An new analyst report from Argus signals that not only is GE still a Buy, but the firm sees GE raising its dividend even further.
General Electric Earnings In-Line as Energy Segments Falter
General Electric reported fourth-quarter and full-year 2014 results before markets opened Friday morning.
How Low Oil Prices Could Impact GE Earnings
After the U.S. markets close Thursday, General Electric will report its fourth-quarter results. Shares were up fractionally ahead of the release.
The Bullish and Bearish Case for DuPont in 2015
One key consideration for the year ahead is how DuPont responds to pressure from activist investors like Trian Fund Management’s Nelson Peltz to split the conglomerate into pieces.
The Bullish and Bearish Case for United Technologies in 2015
United Technologies' forward earnings multiple of 16 is not high compared to the broad market, but expected sales growth is not a great growth story.
The Bullish and Bearish Case for GE in 2015
The first thing to consider about General Electric in 2015 is that the GE of today is about to be vastly different from the GE that your parents were used to.
The Bullish and Bearish Case for Caterpillar in 2015
One key consideration for the year ahead for Caterpillar is that it was a surprise winner for much of 2014, before reality started to set in.