Peter Brieger
Gardner Denver
GDI-N
TOP PICK
Jan 30, 2006
This Top pick consists of a basket of U.S. large caps, Gardner Denver (GDI-N), Corning (GLW-N) and Ingersoll-Rand (IR-N) Parker Hannifin (PH-N) and Timken (TKR-N). Infrastructure spending has lagged severely. On the corporate side, there is lots of cash on hand, debt has declined
Industrial. Makes compressors, etc. CEO just resigned and there is an activist group that is pushing to have the company sold. Too much going on for him.
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