2015年全美研究团队：机械，第3号：Stephen Volkmann

维持自2013年以来他举行的第3个现货是Stephen Volkmann.杰弗里斯。在研究人员的覆盖范围内的18股股票中，工具和机器零件制造商宾夕法尼亚州拉特罗贝的守护者，是一个最爱。尽管货币相关的挑战和软化终端市场，但他于5月份举行的名称上举行的名称提高了他的评级，尽管有关的挑战和软化终端市场。Donald Nolan, who was appointed Kennametal’s president and CEO in November, has “a plan to restructure both its portfolio and its operations,” says Volkmann, 53. Although Kennametal’s stock had tumbled 22.8 percent by the middle of last month, to $26.91 — trailing U.S. machinery companies overall by 10.2 percentage points — the analyst remains upbeat and believes that a price of $45 is justified. He also continues to encourage investors to buy Ingersoll-Rand, long a preferred name in this group, in part on the diversity of the Irish industrial technologies producer’s earnings stream. In March, with the New York Stock Exchange–listed shares at $67.79, he boosted his price target from $75 to $78. They jumped 23.1 percent during the preceding 12-month period, leading their peers by 25.5 percentage points, but had by mid-September tumbled 18.9 percent, to $54.95, against the sector’s 10.8 percent drop. Volkmann is standing firm, however, advising that investors are insufficiently appreciating the potential for Ingersoll-Rand’s high-margin refrigerated transportation business and the value of the company’s exposure to improving construction markets. “Steve has a solid top-down approach and is always helpful in providing access to managements,” attests one institutional ally.