Longbow Research

Research

Coverage List

Beverages

GMCR	Green Mountain Coffee Roasters, Inc.	Alton Stump
HANS	Hansen Natural Corp.	Alton Stump

Capital Goods

ARII	American Railcar Industries, Inc.	Paul Bodnar
BUCY	Bucyrus International, Inc.	Paul Bodnar
GBX	The Greenbrier Companies, Inc.	Paul Bodnar
GMT	GATX Corp.	Paul Bodnar
JOYG	Joy Global Inc.	Paul Bodnar
MTW	Manitowoc Co. Inc.	Paul Bodnar
OSK	Oshkosh Corp.	Paul Bodnar
RAIL	FreightCar America, Inc.	Paul Bodnar
TEX	Terex	Paul Bodnar
TRN	Trinity Industries, Inc.	Paul Bodnar
WAB	Wabtec Corp.	Paul Bodnar

Construction Materials, Water Utilities and Infrastructure

AWI	Armstrong World Industries	David MacGregor
AWK	American Water Works Co., Inc.	Garik Shmois
AWR	American States Water Company	Garik Shmois
CRH	CRH Plc	Garik Shmois
CWT	California Water Service Group	Garik Shmois
CX	CEMEX	Garik Shmois
EXP	Eagle Materials Inc.	Garik Shmois
MLM	Martin Marietta Metals Inc.	Garik Shmois
OC	Owens Corning	Garik Shmois
PNR	Pentair, Inc.	Garik Shmois
RMIX	U.S. Concrete	Garik Shmois
SSD	Simpson Manufacturing Co., Inc.	Garik Shmois
TXI	Texas Industries, Inc.	Garik Shmois
USG	USG Corp.	Garik Shmois
VMC	Vulcan Materials Co.	Garik Shmois
WTR	Aqua America, Inc	Garik Shmois
WTS	Watts Water Technologies, Inc.	Garik Shmois

Consumer Durables

AMWD	American Woodmark Corp.	David MacGregor
AWI	Armstrong World Industries, Inc.	David MacGregor
BDK	Black & Decker Corp.	David MacGregor
BGG	Briggs & Stratton Corp.	Mark Rupe
BLT	Blount International	Mark Rupe
FO	Fortune Brands, Inc.	David MacGregor
HNI	HNI Corp.	Mark Rupe
IFSIA‎	Interface, Inc.	David MacGregor
KNL	Knoll Inc.	Mark Rupe
LEG	Leggett & Platt, Inc.	Mark Rupe
MAS	Masco Corp.	David MacGregor
MHK	Mohawk Industries Inc.	David MacGregor
MLHR	Herman Miller Inc.	Mark Rupe
NWL	Newell Rubbermaid Inc.	Mark Rupe
POOL	Pool Corp.	Mark Rupe
SCS	Steelcase Inc.	Mark Rupe
SCSS	Select Comfort Corp.	Mark Rupe
SMG	The Scotts Miracle-Gro Co.	Mark Rupe
TPX	Tempur Pedic International Inc.	Mark Rupe
TTC	Toro	Mark Rupe
WHR	Whirlpool	David MacGregor
ZZ	Sealy Corp.	Mark Rupe

Containers & Packaging

ATR	Aptar	Alton Stump
BLL	Ball Corp	Alton Stump
BMS	Bemis Co. Inc.	Alton Stump
CCK	Crown Holdings, Inc.	Alton Stump
OI	Owens Illinois, Inc.	Alton Stump
PTV	Pactiv Corp.	Alton Stump
SLGN	Silgan Holdings Inc.	Alton Stump

Electronic Components Supply Chain

BDC	Belden, Inc.	Shawn Harrison
BGC	General Cable Corp.	Shawn Harrison
CTV	CommScope Inc.	Shawn Harrison

Electronics

APH	Amphenol Corp.	Shawn Harrison
ARW	Arrow Electronics, Inc.	Shawn Harrison
AVT	Avnet, Inc.	Shawn Harrison
AVX	AVX Corp.	Shawn Harrison
AXE	Anixter International Inc.	Shawn Harrison
CLS	Celestica Inc.	Shawn Harrison
DIOD	Diodes Inc.	Shawn Harrison
FLEX	Flextronics International Ltd.	Shawn Harrison
JBL	Jabil Circuit, Inc.	Shawn Harrison
LFUS	Littelfuse, Inc.	Shawn Harrison
MOLX	Molex Inc.	Shawn Harrison
PLXS	Plexus Corp.	Shawn Harrison
SANM	Sanmina-SCI Corp.	Shawn Harrison
TEL	Tyco Electronics Ltd.	Shawn Harrison
TNL	Technitrol, Inc.	Shawn Harrison
TTMI	TTM Technologies, Inc.	Shawn Harrison
VSH	Vishay Intertechnology, Inc.	Shawn Harrison

Food/Retail

KR	The Kroger Co.	Alton Stump
LANC	Lancaster Colony Corporation	Alton Stump
SVU	SUPERVALU, INC.	Alton Stump
SWY	Safeway, Inc.	Alton Stump
WFMI	Whole Foods Market, Inc.	Alton Stump

Forest & Paper

IP	International Paper Co.	Joshua Zaret
LPX	Louisiana-Pacific Corp.	Joshua Zaret
MWV	MeadWestvaco Corp.	Joshua Zaret
PCH	Potlatch Corp.	Joshua Zaret
PCL	Plum Creek Timber	Joshua Zaret
PKG	Packaging Corp. of America	Joshua Zaret
RKT	Rock-Tenn Co.	Joshua Zaret
SON	Sonoco Products	Joshua Zaret
TIN	Temple-Inland Inc.	Joshua Zaret
WY	Weyerhaeuser Co.	Joshua Zaret

Industrial Technology

A	Agilent Technologies, Inc.	Mark Douglass
AME	AMETEK, Inc.	Mark Douglass
BEZ	Baldor Electric Company	Mark Douglass
COHR	Coherent Inc.	Mark Douglass
IIVI	II-VI Inc.	Mark Douglass
IPGP	IPG Photonics Corp.	Mark Douglass
NATI	National Instruments Corp.	Mark Douglass
NEWP	Newport Corp.	Mark Douglass
RBC	Regal Beloit Corp.	Mark Douglass
ROP	Roper Industries	Mark Douglass
RSTI	Rofin-Sinar Technologies Inc.	Mark Douglass

Industry Machinery

CAT	Caterpillar Inc.	Eli Lustgarten
CBE	Cooper Industries, Ltd.	Eli Lustgarten
CMI	Cummins Inc.	Eli Lustgarten
DCI	Donaldson Co., Inc.	Eli Lustgarten
DE	Deere & Co.	Eli Lustgarten
EMR	Emerson Electric Co.	Eli Lustgarten
ETN	Eaton Corp.	Eli Lustgarten
HWK	Hawk Corp.	Eli Lustgarten
IN	Intermec, Inc.	Eli Lustgarten
IR	Ingersoll-Rand Co. Ltd.	Eli Lustgarten
ITW	Illinois Tool Works Inc.	Eli Lustgarten
KDN	Kaydon Corp.	Eli Lustgarten
KMT	Kennametal Inc.	Eli Lustgarten
LECO	Lincoln Electric Holdings, Inc.	Mark Douglass
PH	Parker-Hannifin Corp.	Eli Lustgarten
ROK	Rockwell Automation Inc.	Mark Douglass
TKR	The Timken Co.	Eli Lustgarten
TRMB	Trimble Navigation, Ltd.	Eli Lustgarten

Leisure

ACAT	Arctic Cat Inc.	James Hardiman
BC	Brunswick Corporation	James Hardiman
ELY	Callaway Golf	James Hardiman
FUN	Cedar Fair	James Hardiman
HOG	Harley-Davidson	James Hardiman
HZO	MarineMax Inc.	James Hardiman
PII	Polaris Industries Inc.	James Hardiman

Mining Materials

CLF

Cleveland-Cliffs Inc.

David MacGregor

Packaged Foods

BGS	B&G Foods, Inc.	Alton Stump
CPB	Campbell Soup Co.	Alton Stump
DF	Dean Foods Co.	Alton Stump
DLM	Del Monte Co.	Alton Stump
DMND	Diamond Foods Inc.	Alton Stump
FLO	Flowers Foods, Inc.	Alton Stump
GIS	General Mills, Inc.	Alton Stump
K	Kellogg Co.	Alton Stump
MKC	McCormick & Company, Inc.	Alton Stump
RAH	Ralcorp Holdings, Inc.	Alton Stump

Software

ADSK	AutoDesk, Inc.	Steve Koenig
ANSS	Ansys, Inc.	Steve Koenig
ARBA	Ariba	Steve Koenig
EPIC	Epicor	Steve Koenig
KNXA	Kenexa	Steve Koenig
LWSN	Lawson Software, Inc.	Steve Koenig
PEGA	Pegasystems, Inc.	Steve Koenig
PMTC	Parametric Technology Corp.	Steve Koenig
PRGS	Progress Software Corp.	Steve Koenig
SY	Sybase, Inc.	Steve Koenig

Specialty Chemicals

ALB	Albemarle Corp.	Dmitry Silversteyn
ASH	Ashland	Dmitry Silversteyn
CBM	Cambrex Corp.	Dmitry Silversteyn
CCMP	Cabot Microelectronics Corp.	Dmitry Silversteyn
CEM	Chemtura Corp.	Dmitry Silversteyn
ECL	Ecolab Inc.	Dmitry Silversteyn
FMC	FMC Corp.	Dmitry Silversteyn
FOE	Ferro Corp.	Dmitry Silversteyn
FUL	H.B. Fuller Co.	Dmitry Silversteyn
LZ	Lubrizol	Dmitry Silversteyn
NEU	NewMarket Corp.	Dmitry Silversteyn
POL	Polyone Corp.	Dmitry Silversteyn
PPG	PPG Industries, Inc.	Dmitry Silversteyn
SEH	Spartech Corp.	Dmitry Silversteyn
SHLM	Schulman, Inc.	Dmitry Silversteyn
SHW	Sherwin Williams	Dmitry Silversteyn
SIAL	Sigma-Aldrich Corp.	Dmitry Silversteyn
VAL	Valspar Corp.	Dmitry Silversteyn

Specialty Metals

ATI	Allegheny Technologies Inc.	Luke Folta
RTI	RTI International Metals, Inc.	Luke Folta
TIE	Titanium Metals Corp.	Luke Folta

Specialty Retail

AAP	Advance Auto Parts, Inc.	Mark Becks
AZO	AutoZone, Inc.	Mark Becks
BGFV	Big 5 Sporting Goods Corp.	Jonathon Grassi
CAB	Cabelas, Inc.	Jonathon Grassi
CTRN	Citi Trends	Jonathon Grassi
DECK	Deckers Outdoors Corp.	Jonathon Grassi
DKS	Dicks Sporting Goods, Inc.	Jonathon Grassi
FL	Foot Locker, Inc.	Jonathon Grassi
HD	The Home Depot, Inc.	David MacGregor
HIBB	Hibbett Sports	Jonathan Grassi
LOW	Lowe's Companies, Inc.	David MacGregor
ORLY	O'Reilly Automotive, Inc.	Mark Becks
TBL	Timberland Co.	Jonathon Grassi
UA	Under Armour, Inc.	Jonathon Grassi
VLCM	Volcom, Inc.	Jonathon Grassi
WWW	Wolverine World Wide, Inc.	Jonathon Grassi

Steel

AKS	AK Steel Holding Corp.	Luke Folta
CMC	Commercial Metals Co.	Luke Folta
GNA	Gerdau AmeriSteel	Luke Folta
GTI	Graftech International Ltd.	Luke Folta
MT	Arcelor Mittal	Luke Folta
NUE	Nucor Corp.	Luke Folta
RS	Reliance Steel & Aluminum Co.	Luke Folta
SCHN	Schnitzer Steel Industries, Inc.	Luke Folta
STLD	Steel Dynamics, Inc.	Luke Folta
WOR	Worthington Industries, Inc.	Luke Folta
X	United States Steel Corp.	Luke Folta
ZEUS	Olympic Steel, Inc.	Luke Folta

Transportation & Logistics

CNI	Canadian National Railway Co.	Lee Klaskow
CNW	Con-way Inc.	Lee Klaskow
CP	Canadian Pacific Railway Ltd.	Lee Klaskow
CSX	CSX Corp	Lee Klaskow
HTLD	Heartland Express, Inc.	Lee Klaskow
HUBG	Hub Group	Lee Klaskow
JBHT	JB Hunt Transport Services, Inc.	Lee Klaskow
KNX	Knight Transportation, Inc.	Lee Klaskow
KSU	Kansas City Southern	Lee Klaskow
LSTR	Landstar System, Inc.	Lee Klaskow
NSC	Norfolk Southern Corp	Lee Klaskow
ODFL	Old Dominion Freight Line, Inc.	Lee Klaskow
UNP	Union Pacific Corp	Lee Klaskow
WERN	Werner Enterprises Inc.	Lee Klaskow
YRCW	YRC Worldwide Inc.	Lee Klaskow

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