David BurrowsFortive CorpFTVPAST TOP PICKSep 19, 2018

She sold it. They made acquisitions she didn't love, though have grown earnings, but missing expectations. She doesn't like their strategy of breaking up the company.

Has owned this for a while, but the stock has done nothing. It's a mini-conglomerate in industrials. But now it's breaking out. Has a great cash flow that trades at market multiples.

A midcap engineering company that provides software for healthcare, tech and industrial businesses. This is starting to move. Midcap industrials will continue to do well.

A $22 billion industrial company. Their products are in 3 basic spaces; 1) software and hardware for industrial sensors 2) telematic hardware and software for transportation tracking and 3) tools and components for automation of manufacturing. All pretty attractive if we think there could be spending on automation. Dividend yield of 0.42%. (Analysts’ price target is $67.50.)