ABB: Living Well In The Industrial Sweet Spots (Rating Upgrade)

Maybe the worst thing I can say about ABB's (OTCPK:ABBNY) performance since my last update on this leading player in electrification and automation is that purer- plays on the themes I love (an electrification super-cycle in particular) like Eaton (ETN) and Schneider (OTCPK:SBGSY) have done even better. I attribute this largely to those companies' greater leverage to electrification and relatively lower exposure to temporarily weak automation and industrial end-markets, as other peers like Rockwell (ROK), S ...