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$IR 2Q15 Q&A: Sprague from Vertical Research asked about Industrial outlook, it does look like Cameron is actually coming down. Mike explained that Cameron is not bad as you think; we bought that at $350-365MM. Cameron business is 40% skewed towards the 4Q15.
$VZ down more than 2% after a disappointing third quarter. A lot of uncertainty on the Yahoo deal too.
Wanna know what $TSLA announced yesterday? Watch the video!! Tesla Self-Driving Car Level 5 Autonomy. This is crazy!!
Construction equipment supplier $URI reported that in U.S., the employment report for September was encouraging. Geographically, the company is experiencing growth in the east and west coast regions. $URI added that in Canada, the economy is challenging. Rental revenue from Canada was down approx. 10% in 3Q16.