Earnings Update

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Electrical distributors have few ways to benchmark their performance versus competition other than talking to peers.  AD's increased transparency provides some insight into the performance of a group of independent distributors, Graybar shares some high level insights that sometimes can guide to...

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As earning season continues we continue to review analyst calls.  Some interesting, some blase, but ...  And this time we have input from the distribution equipment / controls space - Schneider Electric, Eaton and news from Emerson. Emerson The blockbuster news was that Emerson initiated...

Acquisitions - Pieces of Puzzle

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Monday marked the day that Amazon closed on its Whole Foods acquisition and that Border States closed on its Kriz Davis acquisition.  Both provided the acquirer strategic opportunities to increase their footprint and become pieces of a puzzle to become national. As many recall, last month...