Invesco Small Cap Value Fund Q2 2026 Portfolio Activity

Teleflex management's efforts to simplify the business and return capital to shareholders should, in our view, create an opportunity for valuation improvement. Given Orion stock's recent strength, we opted to sell the position to fund other opportunities that we believe have better potential upside to intrinsic value. MKS stock's strong performance reflected broad-based AI investment demand and ongoing spending on advanced computing infrastructure.

Seeking Alpha • Aug 20, 2026

4 Stocks to Grab as Manufacturing Sector Makes Solid Rebound in Q2

MSM, AIT, HUBB and TRMB stand out as U.S. manufacturing rebounds in 2H, backed by stronger industrial output, AI-driven demand and easing inflation.

Zacks Investment Research • Jul 20, 2026

Is MSC (MSM) Stock Outpacing Its Industrial Products Peers This Year?

Here is how MSC Industrial (MSM) and Tenaris S.A. (TS) have performed compared to their sector so far this year.

Zacks Investment Research • Jul 9, 2026

Are You Looking for a Top Momentum Pick? Why MSC Industrial (MSM) is a Great Choice

Does MSC Industrial (MSM) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Jul 6, 2026

MSC Industrial Direct: Recent Momentum Doesn't Seem Sustainable

MSC Industrial Direct Co., Inc. reported strong Q3 earnings, boosted by temporary industry tailwinds. MSM has a much more modest long-term outlook. GWW and FAST have a better industry position, while overall market growth is expected to be slow. I estimate MSM stock to have a -28% downside to $89.3.

Seeking Alpha • Jul 4, 2026

MSC Industrial Analysts Boost Their Forecasts After Upbeat Q3 Results

MSC Industrial Direct Company, Inc. (NYSE:MSM) on Wednesday reported upbeat fiscal third-quarter 2026 results.

Benzinga • Jul 2, 2026

MSM Q3 Earnings Call Shows Early Gains in Volume, Cost Reset

MSC Industrial says its turnaround is moving into execution as volume trends improve, costs reset and Q4 guidance points to continued sales gains.

Zacks Investment Research • Jul 2, 2026

MSC Industrial Q3 Earnings Beat on Price Gains & Volume Growth

MSM beats Q3 earnings and sales estimates as price gains and a return to volume growth lift revenues and expand margins.

Zacks Investment Research • Jul 2, 2026

What Makes MSC Industrial (MSM) a New Buy Stock

MSC Industrial (MSM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Zacks Investment Research • Jul 2, 2026

MSC Industrial Direct Co., Inc. (MSM) Q3 2026 Earnings Call Transcript

MSC Industrial Direct Co., Inc. (MSM) Q3 2026 Earnings Call Transcript

Seeking Alpha • Jul 1, 2026