Letters by company
Lincoln Electric Holdings INC
4 letters discussing LECO. Everything written about it on this site is on its ticker page.
- Bell Asset Management Wholesale Class Fund Summary — Period Ending 30 September 2026 Bell Global Equities Fund re-established Keysight and maintained its preference for TSMC, citing AI-infrastructure demand, technology leadership and durable barriers to entry. It initiated Lincoln Electric and TJX, exited Aon after its proposed USI acquisition and sold Tractor Supply to redeploy capital into TJX amid a weaker consumer outlook. September 2026 453950 ADSK $55BAON $72B
- EdgePoint Wealth Management I bet the 8 ball didn't see that one coming EdgePoint Global Portfolio used the April selloff to buy Thermo Fisher Scientific and add to Roche and Alfa Laval while selling holdings with less attractive risk-reward. The commentary argues that resilient base businesses protect capital when a proprietary thesis is delayed or fails, citing Lincoln Electric’s unrealized EV-charger opportunity and subsequent exit. Q4 2025 LECO $15B
- Andrew Hill Investment Advisors The Client Letter Andrew Hill Investment Advisors shifted holdings after technology leadership displaced healthcare and kept client equity exposure below targets pending confirmation of a market bottom. The firm raised bond credit standards, plans to extend maturities, added to GLD, and argues that its core equity holdings balance recession resilience with secular growth and industrial exposure. 1st Quarter 2023 AAPL $5.2TANET $249BDE $182B
- Andrew Hill Investment Advisors Investment Wrap Up of 2022 & Outlook for 2023 Andrew Hill Investment Advisors reduced technology and long-duration bond exposure during the selloff, then began selectively adding stocks and longer-term high-grade bonds. The firm favors Treasury bills for near-term cash needs and municipal bonds for taxable accounts, while arguing that Federal Reserve tightening risks an unnecessary recession. It sold Tesla over governance concerns and added Merck for its defensive balance sheet and Keytruda-led growth. 2022 TSLA $1.5T
