Spinoffs & Takeovers Hotline – Friday, May 16, 2025

ROCKWELL AUTOMATION INC., $309.05, symbol ROK on New York, provides industrial automation hardware and software products.

The company’s Intelligent Devices segment accounts for 45% of sales, with its Software and Control business generating 28%, and its Lifecycle Services business contributing the remaining 27%.

Rockwell has customers in… Read More

RTX Corp. Posted Steady Growth in the Latest Quarter

RTX Corp. Posted Steady Growth in the Latest Quarter

RTX’s diverse portfolio reduces risk while allowing it to capitalize on growth in multiple aerospace and defense submarkets.

With its focus on operational excellence and strategic positioning in growing aerospace and defense markets, the company demonstrates a clear path to sustained growth and shareholder returns. Notably,… Read More

Allied Gold Is on Track to Boost Annual Gold Output

Allied Gold Is on Track to Boost Annual Gold Output

A Member of Pat McKeough’s Inner Circle recently asked for his advice on Allied Gold Corp., a Canadian-based gold producer with three operating mines and significant development and exploration properties across Africa.

Pat likes the strong production outlook, experienced management, significant insider ownership, and promising expansion… Read More

CPKC can overcome tariff threat

We feel railway operator CPKC is in a good position to withstand the negative impact of a potential 25% U.S. tariff on imports from Canada and Mexico. About a third of its freight volumes are necessary goods, such as grains and fertilizers, so tariffs aren’t… Read More