Dec. 15 at 9:37 PM
$ITW Among the least popular industrial names based on CNBC pumps but with ROIC above 25% and not below 12% since at least 2012, this is a great industrial if/when the industrial recession ends as they've generated such impressive ROIC in the absence of industrial tailwinds which might finally turn next year to assist with their 4% organic growth longer term targets that will drive ROIC above 30%, not super cheap but not much is across large cap land but high quality name that the likes of Stephanie, Jim and Josh types on the CNBC pump platform have yet to signal buy and that's when it might be time to trim...