Tuesday, February 16, 2016

Emerson Electric or Dover Corporation?

Thematically, Emerson Electric and Dover Corporation have much in common. Both are industrials with heavy expsure to the oil & gas sector and dividend aristocrats with around 60 years of increasing dividends behind them. The bull case for both stocks lies within the idea that 2016 will prove to be a trough year in their underlying earnings, and that their current valuations provide compelling value for long-term investors in anticipation of a 2017 rebound. Let's take a closer look to see if this thesis has merit.

READ THE FULL EQUITY RESEARCH REPORT LINKED