Rockwell Automation (ROK)

[Investorman]

How do you not get an accurate count of bulldozers?

CAT has had a number of problems lately including a downturn in their mining equipment sales. The problem I was referring to is the following:

(Reuters) - Federal prosecutors in California are investigating a unit of Caterpillar Inc (CAT) for potential violations of environmental law and other alleged improper business practices, the company disclosed in a regulatory filing Friday.

Peoria, Illinois-based Caterpillar said in the filing that its Progress Rail Services Corp subsidiary received a grand jury subpoena on October 24 from the U.S. District Court for the Central District of California. The U.S. attorney's office in that district told Progress Rail it is a target of a criminal investigation related to the subpoena, the filing said.

The subpoena requested documents and other information from Progress Rail, Caterpillar and Progress Rail subsidiary United Industries Corp in connection with allegations that Progress Rail conducted unnecessary or improper rail car inspections and that it failed to properly dispose of equipment, parts, tools and other items, the filing said.

[bar1080]

Airlines were going to low cost jets in the 60s and were briefly hot. I bought and quickly lost on Braniff, my first stock.

Over the years I've mentioned that I met a prescient old man in the 1960s. When he was young he felt that air travel was the wave of the future. He put his money in several upstart airlines. Trouble was, that was 1929!

He was right; I was right. We both lost money. But I was learning how hard it was to outsmart Mr. Market. It was good too that I was a student then, with only a small kitty, and the subsequent years weren't The Depression. Putting money in an airline supplier like Rockwell would have been a better move, perhaps by a factor of 100X
---

Caterpillar had a string of setbacks lately. Their Chinese unit overstated its inventory and thereby profits. Inventory consisted of hard to count things like... bulldozers! I could have warned them.

I no longer buy airlines and I worry about anything Chinese.
http://www.forbes.com/sites/afontevecchia/2013/01/22/caterpillars-580m-headache-and-the-perils-of-chinese-accounting/

[Investorman]

CAT has come up with its own problems today. Glad I don't own any of it. Boeing (BA) is still going crazy. Not sure why it is going up so fast but I am not complaining. I guess Boeing is an example of the old sell picks and shovels instead of hunting for gold theory. Over time it is better to sell planes instead of investing in the airlines.

[bar1080]

My individual stocks are doing great. ROK has been the superstar, followed closely by 3M, WAG and several others.

Was just reading that only two Dow stocks are down in 2013 (IBM and CAT), and they're just off about 4%. Hard to do poorly this year.

I'm getting a boost from an unexpected source. I own two mutual funds I bought nearly 30 years ago. Both have been dogs, consistently lagging the S&P. I've kept them but haven't added. I moved mostly to indexing about 20 years ago. But both of those old funds have had fabulous runs lately.

My bonds are suffering lately of course. Vanguard intermediate term muni fund is off 2.0%. The Limited Term Portfolio is about unchanged.

[Investorman]

My portfolio is looking pretty good this year. Lucky with a few of my stocks but you don't have to be much of a picker to have things look good. It is just a matter of good and better.

[bar1080]

Incredible seeing a $6 move in a mature $120 stock like Boeing. I did a triple take when I saw that yesterday. Up 10% this month. ROK up 3%. COL up 4.5%

[Investorman]

Looking good! And Boeing is going crazy.

[bar1080]

$110 Damn!

[bar1080]

"Principles of Tax-Efficient Fund Placement" from bogleheads.com .
http://www.bogleheads.org/wiki/Principles_of_tax-efficient_fund_placement
Definitely worth reviewing every few years.

One beauty in studying the Portfolios of the Rich and Famous (and really smart) is they probably have the tax aspects maximized as well as possible. Some investors have criticized her for carrying large checking account balances but I can see reasons for that.

--
Did you notice what she Doesn't own? Hedge funds. Exotic stuff. Partnerships.

[Investorman]

Looks like similar performance. Fund expense must be taken into account also. VFINX has an expense ratio of 0.17% but if you get Admiral shares of this same fund, the expense ratio is 0.05%.

The only qualification for Admiral shares is that you have $10,000 in the fund and request that it be invested in Admiral shares. Otherwise everything is identical.

[bar1080]

That question was discussed on Bogleheads.com in 2011.
http://www.bogleheads.org/forum/viewtopic.php?f=1&t=86968

VTGLX has slightly higher fees but it may save a few nickels in taxes, especially for someone who makes Yellen's income.

The Vanguard 500 index fund (VFINX), which is inherently very tax efficient, has $143 billion in assets. Yellen's VTGLX has only $3 billion. VFINX has a 5 year average return of 9.90% vs 9.96% for the VTGLX.

[Investorman]

But the goal is to outperform conventional S&P 500 funds on an after-tax basis."

So has it done better than the Vanguard S&P 500 index fund?

[bar1080]

I wasn't familiar with VTGLX either. It's been around since 1994. It's a super low turnover large cap fund that has "never paid out any capital gains in its history."

"The Fund seeks to provide a tax-efficient investment return consisting of a moderate level of current income and long-term capital growth. The Fund purchases stocks included in the Standard & Poor's 500 Index, an index that is dominated by dividend-paying stocks of the largest U.S. companies."

"Yellen seems to be keenly aware of tax considerations. For her taxable account, she put up to $5 million in Vanguard Tax-Managed Growth & Income (VTGLX). The fund aims to limit taxes while roughly tracking the S&P 500. The portfolio manager uses a range of techniques to avoid taxes. In one approach, he sells losing stocks to book losses that can be used to offset gains. Because of the tax maneuvers, the fund runs the risk of lagging the benchmark. But the goal is to outperform conventional S&P 500 funds on an after-tax basis."

[Investorman]

Sorry, I didn't think it posted the first two times so I deleted the same message from the first two.

[Investorman]

I'll have to have a look at VTGLX. I have some money in a couple of Vanguard Index Funds (Admiral shares) which have very low fund charges and fees.

[Investorman]

[Investorman]

[bar1080]

Must brag: My portfolio is amazingly similar to Janet Yellen's based on her financial disclosure statement that's been in the press lately.

http://blogs.barrons.com/focusonfunds/2013/10/11/fed-nominee-janet-yellens-cheap-and-effective-vanguard-funds/?mod=BOLBlog

http://online.wsj.com/public/resources/documents/Yellen-finrpt2010.pdf

Like me, she owns only a small number of stocks, mostly blue chipish stuff. She's generally in low cost funds from Vanguard and Fidelity.

According to that two year old disclosure statement she owned:
- DuPont
- Office Max
- Pfizer
- Direct TV
- ConocoPhilips
- Raytheon
- Terradata
- NCR corp
- Cytec Industries

That's a nice bunch of stocks. But nothing as good as ROK. Impossible to know for sure, but they've probably slightly beaten the S&P 500 in recent years. But most of those individual stock holdings are under $15,000... microscopic in view of her and her husband's wealth and income. (he has a Nobel prize in economics!)

"A big chunk – between $1 and $5 million — of Yellen’s money shows up in Vanguard Tax Managed Growth and Income Fund (VTGLX). This low-turnover, large-cap stock fund charges a microscopic 0.12%. It’s of chief interest because of its strong track record in taxable accounts — it’s never paid out any capital gains in its history,"

[bar1080]

Was taking a close look at ROK verses COL since 2001. In terms of capital gains ROK wins by miles. But both have shown nearly identical dividend growth during that period. About 3.3 times.

[Investorman]

COL is more dependent on government contracts so every time our Congressmen have a fit, COL responds. ROK tends to follow the general business climate.

[bar1080]

Damn, my Rockwell Collins always goes into a tailspin just as I'm thinking it will finally start performing as well as sister company, ROK.

[Investorman]

A small dividend is better than no dividend...

[bar1080]

Got a 45 cent dividend check from another ATT stepchild today, LSI Corp.

They were so proud of paying their first ever cash dividend. I'm debating whether to just tear it up.

[Investorman]

I'm sure you are correct about the lack of confidence by management. Nobody wants to split and have the stock price drop.

[bar1080]

Can't remember when I last had a stock that split. My MMM is at $122 which I guess is well into split territory. Boeing is nearly that high now.

You'd see more splits if companies had confidence in the economy. Hard to have confidence when the market is being driven by interest rate zigs and zags rather than earnings. And interest rates are clearly artificial.

[Investorman]

I don't know about Boeing, but ROK has split in the past anytime the stock price has stabilized over $100. We'll see if they hold to form or let it get up a bit further before considering a split.

[bar1080]

Thanks for reminding me about ROK which has had a heck of a month. It and Boeing both soaring all year. My two best stocks lately. I guess both are moving into split territory, along with my MMM and one or two others.

[Investorman]

[Investorman]

Things are looking good here.... I like what ROK is doing.

[Investorman]

Before the merger with North American Aviation, Rockwell made truck axles and other automotive products.

While not exactly a spinoff, Boeing has done well after acquiring Rockwell's aviation assets which ROK stockholders received Boeing stock for.

I don't know about AT&T. I inherited a little AT&T from my mother which I still own. I figure I didn't pay for it and it pays a good dividend. I don't own enough to worry about.

ROK evolved from a company that made airplanes, Apollo space capsules, and truck parts to what it is today which isn't even close to the same line of business.

[bar1080]

I'm trying to figure out how my relative got into old Rockwell International in the first place. My best guess is that she inherited it from her brother who died 20 years ago.

So she started with just her own ATT in the 1970s, added Rockwell, and ended up with 20+ different stocks when she passed away.

How did ATT do compared with the S&P 500 after the breakup? I've read that it slightly lagged the S&P. Since the Rockwell breakup, ROK is up a stunning 500% and COL is up 200%. Plus the divs.

Quite a range of investing outcomes. ROK on one extreme and maybe five defunct spinoffs (like CNXT) on the other extreme. I'll let you know in another 20-40 years how that portfolio holds up. LOL!

[Investorman]

After the spinoff Conexant was CNXT and since I sold it within a year I didn't hang around to see what happened to it.

[Investorman]

Conexant was the one I was thinking of. Good thing I dumped it when I did. I wish I would have sold it when it was above $100 but I still make a good profit. When it started dropping it went down like a rock over just a few months.

The best spinoff was Boeing which wasn't really a spinoff. Rockwell sold the aircraft and rocket portion of their business to Boeing and we received BA shares as a result. The Rockwell Collins was a true spinoff (or division of the company) and those shares have done pretty well and pay a dividend.

[bar1080]

Mindspeed was a spinoff from Conexant Systems which came out of Rockwell around 2000.

Was Conexant that modem company? Part of Conexant became Skyworks Solutions (NASDAQ: SWKS). That one was red hot in 1997-99, long before I got it.

Heck, I didn't even know I inherited Mindspeed until something showed up in the mail recently. Like most of this stuff, Mindspeed doesn't pay a dividend or issue a 1099 form at year-end.

--
In regard to Old ATT, I own something like TWO shares of one spinoff of a spinoff of a spinoff.

[Quaaflac]

I think it was Mindspeed MSPD that spun off. I had a friend who had the accounting nightmare too. cheers

[Investorman]

Yes, the Arvin Meritor was one of the spinoffs. I sold mine because it wasn't doing anything and I couldn't see any real future in it. The other spinoff was the Rockwell modem company (which I can't remember the exact name of) It went from $2.65 a share to over $100 back in 1999 and I got pretty nervous about it. I sold when it had dropped back to $78 and it continued to go down from there until it disappeared.

Rockwell Collins has done pretty well while paying a decent dividend.

Yes, working out the cost basis on these things is a pain.

[bar1080]

I now have the whole ROK group via inheritance. ROK has been consistently spectacular. Have Collins separately too, but a mediocre investment. Some doggy Arvin Meritor came out of that, I believe. The few shares of Boeing I got have been good.

Also recently inherited a ton of Bell Children dating back before the 1984 breakup. Today that amounts to about three or four so-so stocks and 20+ slivers of junk. Spinoffs and even recombinations. Several are defunct.

Accounting nightmare.

[Investorman]

My father worked there so I have owned it since it was North American Aviation. All the spinoffs (Boeing, Rockwell Collins, etc) have been very profitable over the years. And the dividend just keeps coming.

[bar1080]

I've owned ROK since March. I've had Rockwell Collins for a number of years. Both are up about 15% in the past month.

[Investorman]

ROK closed at over $100 per share today for the first time.

[Investorman]

Rockwell Automation Keeps Dividend at $0.52

[Investorman]

I am expecting good news from the earnings release.

[Investorman]

MILWAUKEE--(BUSINESS WIRE)-- Rockwell Automation, Inc. (ROK) today announced that the U.S. Navy has awarded the company a $21.7 million contract for programmable automation controllers, variable frequency drives, software, and engineering support services to operate machinery control systems onboard U.S. Navy and Coast Guard surface ships. The award enables the Navy and other Department of Defense agencies to acquire engineered systems and services from Rockwell Automation vital to daily and strategic shipboard operations, domestically and globally.

[Investorman]

Rockwell Builds a Wide Moat With Prudent Investments

http://finance.yahoo.com/news/rockwell-builds-wide-moat-prudent-120000503.html

[Investorman]

Rockwell Automation Reaches New 52-Week High (ROK)

[Penny Roger$]

Yeah, I heard a report while sleeping about F having rotten E.U. sales this year. I imagine there are many horrible happenings going on there for all companies especially theirs. They have some great sales on over in the European markets at the moment.

[Investorman]

The problems in Europe have been unkind to ROK's share price. The sooner things turn around the sooner I will feel happier.

[Penny Roger$]

$ROK could be ready for a move imo. That is some good info that you posted about the company.

Rockwell Automation (ROK) manufactures tools and controls used to increase efficiency at factories. Fittingly, the firm has been reducing its exposure to U.S. manufacturing in recent years, taking advantage of massive manufacturing expansion overseas to retool new factories in Europe and emerging markets. That widened geographic footprint should help to reduce economic swings in ROK’s revenues.

Those swings should also be reduced thanks to changes in ROK’s business. Because Rockwell’s focus is on reducing costs for customers, it has an easier sale than other firms that are trying to tack less palpable products onto factory floors. If Rockwell can justify the cost savings of its automation equipment, it should get the same -- now that management has sold off the more cyclical power systems business, that consistency should be more apparent on its income statement.

Rockwell has a long track record of returning free cash to shareholders; in the last few years, it’s averaged sending around half of all the cash it generates back to its owners. With profits eclipsing pre-recession highs, that’s good evidence for a hike to ROK’s 43-cent quarterly payout.

PennyStockTweets ~ http://www.pennystocktweets.com/stocks/profile/ROK


OTC Markets Company Info ~ http://www.otcmarkets.com/stock/ROK/company-info
OTC Markets Charts ~ http://www.otcmarkets.com/stock/ROK/chart
OTC Markets Quote ~ http://www.otcmarkets.com/stock/ROK/quote
OTC Markets News ~ http://www.otcmarkets.com/stock/ROK/news
OTC Markets Financials ~ http://www.otcmarkets.com/stock/ROK/financials
OTC Markets Short Sales ~ http://www.otcmarkets.com/stock/ROK/short-sales
OTC Markets Insider Disclosure ~ http://www.otcmarkets.com/stock/ROK/insider-transactions
OTC Markets Research Reports ~ http://www.otcmarkets.com/stock/ROK/research


Google Finance Summary ~ http://www.google.com/finance?q=ROK
Google Finance News ~ http://www.google.com/finance/company_news?q=ROK
Google Finance Option chain ~ http://www.google.com/finance/option_chain?q=ROK
Google Finance Financials ~ http://www.google.com/finance?q=ROK&fstype=ii#
Google Finance Historical prices Daily ~ http://www.google.com/finance/historical?q=ROK
Google Finance Historical prices Weekly ~ http://www.google.com/finance/historical?q=ROK&histperiod=weekly#


Y! < Company >
Y! Profile ~ http://finance.yahoo.com/q/pr?s=ROK+Profile
Y! Key Stat's ~ http://finance.yahoo.com/q/ks?s=ROK+Key+Statistics
Y! Headlines ~ http://finance.yahoo.com/q/h?s=ROK+Headlines
Y! Summary ~ http://finance.yahoo.com/q?s=ROK
Y! Historical Prices ~ http://finance.yahoo.com/q/hp?s=ROK+Historical+Prices
Y! Order Book ~ http://finance.yahoo.com/q/ecn?s=ROK+Order+Book
Y! Message Boards ~ http://messages.finance.yahoo.com/mb/ROK
Y! Market Pulse ~ http://finance.yahoo.com/marketpulse/ROK
Y! Technical Analysis ~ http://finance.yahoo.com/q/ta?s=ROK+Basic+Tech.+Analysis
Y! < Analyst Coverage >
Y! Analyst Opinion ~ http://finance.yahoo.com/q/ao?s=ROK+Analyst+Opinion
Y! Analyst Estimates ~ http://finance.yahoo.com/q/ae?s=ROK+Analyst+Estimates
Y! Research Reports ~ http://finance.yahoo.com/q/rr?s=ROK+Research+Reports
Y! Star Analysts ~ http://finance.yahoo.com/q/sa?s=ROK+Star+Analysts
Y! < Ownership >
Y! Major Holders ~ http://finance.yahoo.com/q/mh?s=ROK+Major+Holders
Y! Insider Transactions ~ http://finance.yahoo.com/q/it?s=ROK+Insider+Transactions
Y! Insider Roster ~ http://finance.yahoo.com/q/ir?s=ROK+Insider+Roster
Y! < Financials >
Y! Income Statement ~ http://finance.yahoo.com/q/is?s=ROK+Income+Statement&annual
Y! Balance Sheet ~ http://finance.yahoo.com/q/bs?s=ROK+Balance+Sheet&annual
Y! Cash Flow ~ http://finance.yahoo.com/q/cf?s=ROK+Cash+Flow&annual


FINVIZ ~ http://finviz.com/quote.ashx?t=ROK&ty=c&ta=0&p=d


Investorshub Trades ~ http://ih.advfn.com/p.php?pid=trades&symbol=ROK
Investorshub Board Search ~ http://investorshub.advfn.com/boards/getboards.aspx?searchstr=ROK
Investorshub PostStream ~ http://investorshub.advfn.com/boards/poststream.aspx?ticker=ROK
Investorshub Messages ~ http://investorshub.advfn.com/boards/msgsearch.aspx?SearchStr=ROK
Investorshub Videos ~ http://ih.advfn.com/p.php?pid=ihvse&ihvqu=ROK
Investorshub News ~ http://ih.advfn.com/p.php?pid=news&btn=s_ok&ctl00%24sb3%24tbq1=Get+Quote&as_values_IH=&ctl00%24sb3%24stb1=Search+iHub&symbol=ROK&s_ok=OK&from_month=3&from_day=15&from_year=2012&order=desc&selsrc%5B%5D=prnca&selsrc%5B%5D=prnus&selsrc%5B%5D=zacks&selsrc%5B%5D=money2&selsrc%5B%5D=djn&selsrc%5B%5D=bw&selsrc%5B%5D=globe&selsrc%5B%5D=edgar&selsrc%5B%5D=mwus&force=1&last_ts=1331855999&p_n=1&p_count=&p_ts=1331794260


CandlestickChart ~ http://www.candlestickchart.com/cgi/chart.cgi?symbol=ROK&exchange=US


Barchart Quote ~ http://barchart.com/quotes/stocks/ROK?
Barchart Detailed Quote ~ http://barchart.com/detailedquote/stocks/ROK
Barchart Options Quotes ~ http://barchart.com/options/stocks/ROK
Barchart Technical Chart ~ http://barchart.com/charts/stocks/ROK&style=technical
Barchart Interactive Chart ~ http://barchart.com/charts/stocks/ROK&style=interactive
Barchart Technical Analysis ~ http://barchart.com/technicals/stocks/ROK
Barchart Trader's Cheat Sheet ~ http://barchart.com/cheatsheet.php?sym=ROK
Barchart Barchart Opinion ~ http://barchart.com/opinions/stocks/ROK
Barchart Snapshot Opinion ~ http://barchart.com/snapopinion/stocks/ROK
Barchart News Headlines ~ http://barchart.com/news/stocks/ROK
Barchart Profile ~ http://barchart.com/profile//ROK
Barchart Key Statistics ~ http://barchart.com/profile.php?sym=ROK&view=key_statistics


OTC: American Bulls ~ http://www.americanbulls.com/StockPage.asp?CompanyTicker=ROK&MarketTicker=OTC&TYP=S
NASDAQ: American Bulls ~ http://www.americanbulls.com/StockPage.asp?CompanyTicker=ROK&MarketTicker=NASD&TYP=S
NYSE: American Bulls ~ http://www.americanbulls.com/StockPage.asp?CompanyTicker=ROK&MarketTicker=NYSE&Typ=S


Marketwatch Profile ~ http://www.marketwatch.com/investing/stock/ROK/profile
Marketwatch Analyst Estimates ~ http://www.marketwatch.com/investing/stock/ROK/analystestimates
Marketwatch Historical Quotes ~ http://www.marketwatch.com/investing/stock/ROK/historical
Marketwatch Financials ~ http://www.marketwatch.com/investing/stock/ROK/financials
Marketwatch Overview ~ http://www.marketwatch.com/investing/stock/ROK
Marketwatch SEC Filings ~ http://www.marketwatch.com/investing/stock/ROK/secfilings
Marketwatch Picks ~ http://www.marketwatch.com/investing/stock/ROK/picks
Marketwatch Hulbert ~ http://www.marketwatch.com/investing/stock/ROK/hulbert
Marketwatch Insider Actions ~ http://www.marketwatch.com/investing/stock/ROK/insideractions
Marketwatch Options ~ http://www.marketwatch.com/investing/stock/ROK/options
Marketwatch Charts ~ http://www.marketwatch.com/investing/stock/ROK/charts
Marketwatch News ~ http://bigcharts.marketwatch.com/news/symbolsearch/symbolnews.asp?news=markadv&symb=ROK&sid=1795093&framed=False


The Lion ~ http://thelion.com/bin/aio_msg.cgi?cmd=search&msg=&si=1&tw=1&tt=1&rb=1&ih=1&fo=1&iv=1&yf=1&sa=1&fb=1&gg=1&symbol=ROK


Search NYSE ~ http://www.nyse.com/about/listed/lcddata.html?ticker=ROK


StockTA ~ http://www.stockta.com/cgi-bin/analysis.pl?symb=ROK&num1=567&cobrand=&mode=stock


StockHouse ~ http://www.stockhouse.com/financialtools/sn_overview.aspx?qm_symbol=ROK
StockHouse Delayed LII ~ http://www.stockhouse.com/financialtools/sn_level2.aspx?qm_page=46140&qm_symbol=ROK


AlphaTrade ~ http://tools.alphatrade.com/index.php?t1=mc_quote_module&t2=mc_quote_module2&t3=historical&template=historical2html&sym=ROK&client_id=2740&a_width=680&a_height=1000&language=english&showVol=1&chtype=8


Reuters ~ http://www.reuters.com/finance/stocks/companyOfficers?symbol=ROK.PK&WTmodLOC=C4-Officers-5


StockWatch ~ http://www.stockwatch.com/Quote/Detail.aspx?symbol=ROK®ion=U


Search NASDAQ ~ http://www.nasdaq.com/symbol/ROK
NASDAQ Divy History ~ http://www.nasdaq.com/symbol/ROK/dividend-history
NASDAQ Short Interest ~ http://www.nasdaq.com/symbol/ROK/short-interest
NASDAQ Institutional Ownership ~ http://www.nasdaq.com/symbol/ROK/institutional-holdings
NASDAQ FlashQuotes ~ http://www.nasdaq.com/aspx/flashquotes.aspx?symbol=ROK&selected=ROK
NASDAQ InfoQuotes ~ http://www.nasdaq.com/aspx/infoquotes.aspx?symbol=ROK&selected=ROK
NASDAQ After Hours Quote ~ http://www.nasdaq.com/symbol/ROK/after-hours
NASDAQ Pre-Market Quote ~ http://www.nasdaq.com/symbol/ROK/premarket
NASDAQ Historical Quote ~ http://www.nasdaq.com/symbol/ROK/historical
NASDAQ Option Chain ~ http://www.nasdaq.com/symbol/ROK/option-chain
NASDAQ Company Headlines ~ http://www.nasdaq.com/symbol/ROK/news-headlines
NASDAQ Press Releases ~ http://www.nasdaq.com/symbol/ROK/news-headlines
NASDAQ Sentiment ~ http://www.nasdaq.com/symbol/ROK/sentiment
NASDAQ Analyst Summary ~ http://www.nasdaq.com/symbol/ROK/analyst-research
NASDAQ Guru Analysis~ http://www.nasdaq.com/symbol/ROK/guru-analysis
NASDAQ Stock Report ~ http://www.nasdaq.com/symbol/ROK/stock-report
NASDAQ Competitors ~ http://www.nasdaq.com/symbol/ROK/competitors
NASDAQ Stock Consultant ~ http://www.nasdaq.com/symbol/ROK/stock-consultant
NASDAQ Stock Comparison ~ http://www.nasdaq.com/symbol/ROK/stock-comparison
NASDAQ Call Transcripts ~ http://www.nasdaq.com/symbol/ROK/call-transcripts
NASDAQ Annual Reports ~ http://www.nasdaq.com/aspx/annualreport.aspx?symbol=ROK&selected=ROK
NASDAQ Financials ~ http://www.nasdaq.com/symbol/ROK/financials
NASDAQ Revenue & Earnings Per Share (EPS) ~ http://www.nasdaq.com/symbol/ROK/revenue-eps
NASDAQ SEC Filings ~ http://www.nasdaq.com/symbol/ROK/sec-filings
NASDAQ Ownership Summary ~ http://www.nasdaq.com/symbol/ROK/ownership-summary
NASDAQ Institutional Ownership ~ http://www.nasdaq.com/symbol/ROK/institutional-holdings
NASDAQ (SEC Form 4) ~
--------- All Trades ~ http://www.nasdaq.com/symbol/ROK/insider-trades
--------- Buys ~ http://www.nasdaq.com/symbol/ROK/insider-trades/buys
--------- Sells ~ http://www.nasdaq.com/symbol/ROK/insider-trades/sells


The Motley Fool ~ http://caps.fool.com/Ticker/ROK.aspx
The Motley Fool Earnings/Growth ~ http://caps.fool.com/Ticker/ROK/EarningsGrowthRates.aspx?source=itxsittst0000001
The Motley Fool Ratios ~ http://caps.fool.com/Ticker/ROK/Ratios.aspx?source=itxsittst0000001
The Motley Fool Stats ~ http://caps.fool.com/Ticker/ROK/Stats.aspx?source=icasittab0000006
The Motley Fool Historical ~ http://caps.fool.com/Ticker/ROK/Historical.aspx?source=icasittab0000004
The Motley Fool Scorecard ~ http://caps.fool.com/Ticker/ROK/Scorecard.aspx?source=icasittab0000003
The Motley Fool Statements ~ http://caps.fool.com/Ticker/ROK/Statements.aspx?source=icasittab0000009


MSN Money ~ http://investing.money.msn.com/investments/stock-ratings?symbol=ROK


YCharts ~ http://ycharts.com/companies/ROK
YCharts Performance ~ http://ycharts.com/companies/ROK/performance
YCharts Dashboard ~ http://ycharts.com/companies/ROK/dashboard


InsideStocks Opinion ~ http://www.insidestocks.com/texpert.asp?sym=ROK&code=XDAILY
InsideStocks Profile ~ http://www.insidestocks.com/profile.asp?sym=ROK&code=XDAILY
InsideStocks Quote ~ http://www.insidestocks.com/quote.asp?sym=ROK&code=XDAILY
InsideStocks Projection ~ http://charts3.barchart.com/procal.asp?sym=ROK


Zacks Quote ~ http://www.zacks.com/stock/quote/ROK
Zacks Estimates ~ http://www.zacks.com/research/report.php?type=estimates&t=ROK
Zacks Company Reports ~ http://www.zacks.com/research/report.php?type=report&t=ROK


Knobias ~ http://knobias.10kwizard.com/files.php?sym=ROK


StockScores ~ http://www.stockscores.com/quickreport.asp?ticker=ROK


Trade-Ideas ~ http://www.trade-ideas.com/StockInfo/ROK/.html


Morningstar ~ http://performance.morningstar.com/stock/performance-return.action?region=USA&t=ROK&culture=en-US
Morningstar Shareholders ~ http://investors.morningstar.com/ownership/shareholders-overview.html?t=ROK®ion=USA&culture=en-us
Morningstar Transcripts~ http://www.morningstar.com/earnings/NoTranscript.aspx?t=ROK®ion=USA
Morningstar Key Ratios ~ http://financials.morningstar.com/ratios/r.html?t=ROK®ion=USA&culture=en-US
Morningstar Executive Compensation ~ http://insiders.morningstar.com/trading/executive-compensation.action?t=ROK®ion=USA&culture=en-us
Morningstar Valuation ~ http://financials.morningstar.com/valuation/price-ratio.html?t=ROK®ion=USA&culture=en-us


CCBN (Thompson Reuters) ~ http://ccbn.aol.com/company.asp?client=aol&ticker=ROK


TradingMarkets ~ http://pr.tradingmarkets.com/?lid=leftPRbox&sym=ROK


OTCBB ~ http://www.otcbb.com/asp/SiteSearch.asp?Criteria=ROK&searcharea=e&image1.x=0&image1.y=0


Insidercow ~ http://www.insidercow.com/history/company.jsp?company=ROK&B1=Search%21


Forbes News ~ http://search.forbes.com/search/find?tab=searchtabgeneraldark&MT=ROK
Forbes Press Releases ~ http://search.forbes.com/search/find?&start=1&tab=searchtabgeneraldark&MT=ROK&pub=businesswire,prnewswire&searchResults=pressRelease&tag=pr&premium=on
Forbes Web ~ http://search.forbes.com/search/web?MT=ROK&start=1&max=10&searchResults=web&tag=web&sort=null


YouTube Symbol Search ~ http://www.youtube.com/results?search_query=ROK


Buy-Ins ~ http://www.buyins.net/tools/symbol_stats.php?sym=ROK


Quotemedia ~ http://www.quotemedia.com/results.php?qm_page=47556&qm_symbol=ROK


Earnings Whispers ~ http://www.earningswhispers.com/stocks.asp?symbol=ROK

Bloomberg Snapshot ~ http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=ROK
Bloomberg People ~ http://investing.businessweek.com/research/stocks/people/people.asp?ticker=ROK

Financial Times ~ http://markets.ft.com/Research/Markets/Tearsheets/Summary?s=ROK

Hoovers ~ http://www.hoovers.com/search/company-search-results/100003765-1.html?type=company&term=ROK

DD Machine ~ http://www.ddmachine.com/default.asp?m=stocktool_frame.asp?symbol=ROK

SEC Form 4 ~ http://www.secform4.com/insider/showhistory.php?cik=ROK

OTCBB Pulse ~ http://www.otcbbpulse.com/cgi-bin/pulsequote.cgi?symbol=ROK

Failures To Deliver ~ http://failurestodeliver.com/default2.aspx enter "ROK" and click search.

http://www.coordinatedlegal.com/SecretaryOfState.html

http://regsho.finra.org/regsho-Index.html

http://www.shortsqueeze.com/?symbol=ROK&submit=Short+Quote%99

OTC Short Report ~ http://otcshortreport.com/ROK





MACDlinks MACDscan

[MrBankRoll]

Rockwell Automation Approves $1 Billion for Common Stock Repurchase & Increases Common Stock Dividend 11 Percent to $1.88.

[Investorman]

Rockwell Automation (ROK) manufactures tools and controls used to increase efficiency at factories. Fittingly, the firm has been reducing its exposure to U.S. manufacturing in recent years, taking advantage of massive manufacturing expansion overseas to retool new factories in Europe and emerging markets. That widened geographic footprint should help to reduce economic swings in ROK’s revenues.

Those swings should also be reduced thanks to changes in ROK’s business. Because Rockwell’s focus is on reducing costs for customers, it has an easier sale than other firms that are trying to tack less palpable products onto factory floors. If Rockwell can justify the cost savings of its automation equipment, it should get the same -- now that management has sold off the more cyclical power systems business, that consistency should be more apparent on its income statement.

Rockwell has a long track record of returning free cash to shareholders; in the last few years, it’s averaged sending around half of all the cash it generates back to its owners. With profits eclipsing pre-recession highs, that’s good evidence for a hike to ROK’s 43-cent quarterly payout.