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During the Robert W. Baird 41st annual Industrial Conference, which was held Nov. 8–9, 2011, in Chicago, teams from Baird Equity Research put together macro-sector comments based on presentations and breakout sessions from more than 100 public companies. Here are some of the comments pulled from these presentations by each of Baird’s nine industrial sector teams.
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Demand outlook remains unchanged from the third quarter for most (but not all) presenters, since geographies can influence outcomes. Other common themes include improved pricing expectations and increased capital deployment, chiefly in mergers and acquisitions.
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