“NBC ratings have been weak. They've had really good runs in the past, but competitors have caught up and surpassed them. They need to work on fixing that, and I think that they will.”
“Ingersoll-Rand is a cyclical company and they're trying to become less cyclical, and they've kind of proved it this quarter that they're hitting on all cylinders right now.”
“Higher materials costs looks like they're being offset by better pricing. That was an issue, especially with Ingersoll-Rand that we were watching for.”
