Ametek Corp. - 500 Beiträge pro Seite
eröffnet am 16.05.16 12:16:44 von
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ID: 1.231.824
ID: 1.231.824
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ISIN: US0311001004 · WKN: 908668 · Symbol: AK1
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Feedback
http://www.valuewalk.com/2016/04/broad-run-focus-equity-comp…
Broad Run Focus Equity Composite - The "Watch List"
...
During the first quarter, we established a new position in AMETEK, Inc. at a 1% initial weighting. AMETEK makes a wide variety of specialized electrical and mechanical instruments for industrial applications. AMETEK compounded earnings per share at close to 16% per annum over the last 10 years by acquiring leading niche instruments businesses and dramatically improving them using a variety of management tools (low cost sourcing, value engineering, lean manufacturing, etc.). The same people that executed this business plan in the past remain largely in place today, and we believe there is sufficient runway to continue executing this acquisition model for at least the next decade.
AMETEK is an idea from our watch list. We first studied AMETEK in early 2015 while making a systematic review of acquisition-oriented industrial conglomerates. AMETEK stood out from its peers for a variety of reasons so we advanced our work and added it to our watch list in the second quarter of 2015. At the time we liked the business but were concerned that falling oil prices, weakening emerging markets, and the strengthening U.S. dollar were not sufficiently reflected in consensus earnings expectations. By the first quarter of 2016, after revenue and earnings guidance were reset lower several times, we thought expectations more accurately reflected the macroeconomic challenges. Our continued research had advanced our understanding and appreciation of the business, so we initiated a small position. Over time, should our ongoing research reinforce our investment thesis, we will look to add to the position opportunistically.
Broad Run Focus Equity Composite - The "Watch List"
...
During the first quarter, we established a new position in AMETEK, Inc. at a 1% initial weighting. AMETEK makes a wide variety of specialized electrical and mechanical instruments for industrial applications. AMETEK compounded earnings per share at close to 16% per annum over the last 10 years by acquiring leading niche instruments businesses and dramatically improving them using a variety of management tools (low cost sourcing, value engineering, lean manufacturing, etc.). The same people that executed this business plan in the past remain largely in place today, and we believe there is sufficient runway to continue executing this acquisition model for at least the next decade.
AMETEK is an idea from our watch list. We first studied AMETEK in early 2015 while making a systematic review of acquisition-oriented industrial conglomerates. AMETEK stood out from its peers for a variety of reasons so we advanced our work and added it to our watch list in the second quarter of 2015. At the time we liked the business but were concerned that falling oil prices, weakening emerging markets, and the strengthening U.S. dollar were not sufficiently reflected in consensus earnings expectations. By the first quarter of 2016, after revenue and earnings guidance were reset lower several times, we thought expectations more accurately reflected the macroeconomic challenges. Our continued research had advanced our understanding and appreciation of the business, so we initiated a small position. Over time, should our ongoing research reinforce our investment thesis, we will look to add to the position opportunistically.
Antwort auf Beitrag Nr.: 52.415.169 von R-BgO am 16.05.16 12:16:44https://seekingalpha.com/article/4063047-ametek-continued-bo…
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Ametek Corp.
