Lee Samaha

Lee Samaha

TMFSaintGermain

Industrial sector focus. I write about electrical equipment, transportation, and multi-industry industrial stocks. Engineer, investment manager and property developer. I'm a firm believer that there is something noble about the industrial sector. Blue collar workers physically making a better world. Follow me on Twitter to receive quick and thorough analysis of your favorite stocks.


Recent articles


Why United Technologies Fell 11% in October

The diversified industrial fell in line with its peers, and its results failed to inspire, but management could be about to release some value in the stock.


Why Wabtec Slumped Nearly 22% in October

The company remains on track for 2018, and merger partner GE Transportation also did well in its third quarter. So why is the stock falling?


Why Fluor Corporation Slumped in October

Another disappointing quarter, but another quarter of backlog progression -- the crazy world of being a Fluor Corporation shareholder in 2018.










BorgWarner Continues to Outperform

The vehicle technology company is winning plaudits for its execution, but it's not getting much help from its end markets.