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



Cognex Sees Near-Term Weakness

The machine vision company's exposure to the consumer electronics and automotive markets is weighing on it in 2019.











How Amazon Could Cost This Industry $20 Billion

The e-commerce giant's entry into the industrial-supply market appears to have curtailed margin at traditional companies -- which is bad news for the industry's valuation.



Is Vale Stock a Buy?

The beleaguered miner looks like a good value, but what about its risk profile?