Dover Corporation (DOV)

Manufacturing sector not able to keep up with inflation which is causing problems for the company. Current share price presenting good opportunity to buy. Financial metrics are as good or better than competitors within the industry. Quality company that executes well with industry.

He liked their quarter. An industrial stock--they make things, which is what the market likes these days--tangible products

Diversified global manufacturer of pumps. Q3 results were good, despite challenges. Strong backlog. Less cyclical than in past. Quality name that's done well. A solid hold.

Compared to others, they are growing faster. That's why it is not pulling back as much as the others in the space. They are in refrigeration, industrial pumps, and other diversified products. An under the radar type of company. The expectations surprised streets by revising upwards. The mainline businesses are doing well. Could put in a limit order 20% below highs. Look at percent weightings.