Enormous backlogs. Great balance sheet. Only one major competitor. Increased learning outlook. PE is low compared to many manufacturing companies. Major player in rail, oil, and infrastructure. And the share price is down over 5% today. I'm confused.
You may be right but the market action today is no indication of that. I think the market was taking some profit in a big GILD run up and some concern about lowering of this quarters EPS. I'm not looking at this quarter and you shouldn't either.