Jason MannEmerson ElectricEMRBUYJan 16, 2017

It reports next week. Happy that it topped $100. But a lot of industrials are lagging because of fears over an economic slowdown. This remains a core holding for him.

They bought a company that screwed up their business, but is now past that and is now fine.

Well-run. Maybe buy it during this pullback and she is certainly watching it. The U.S. has picked up oil demand, so Emerson's orders have grown.

Owned it a few years ago but sold it. They are seeing good growth. A very well managed industrial company. She would probably not buy it here. They had a strong quarter and upped their guidance. She would wait for weakness.

It is in the same category as GE-N, but not as interesting. It saw a recent peak in 2014. You want to own this stock at a time like this. Own it inexpensively and into a growth economy.

This is below the 50, 100 and 200 day moving averages, which themselves are falling, so the trend looks pretty negative from a technical perspective. Trading at 15X forward earnings with probably a 5%-6% long-term growth rate, putting it at a 3X PEG ratio. Too rich for him.

(Top Pick Sep 9/14, Down 26.18%) Some of their key end markets are 15% energy. They are seeing weakening demand. Emerging markets are 37% of their revenues. 12% China. The market is selling down these names. It is a well managed 125 year old company.