Quick Blurbs [Delta Airlines, Greenbrier, MSC Industrial, Fastenal]

(2,130 words) [MSM – MSC Industrial; FAST – Fastenal] Recall that 70% of MSM’s sales come from manufacturing customers (esp. metalworking), who have seen their average daily sales decline by msd/hsd for each of the last 5 quarters prior to 4q16. ┬áLast quarter, the company saw the beginnings of a recovery…. Management is reluctant to […]

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