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Stocks-in-Depth

The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
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Dec 26, 2015

Trimble Navigation's high-margin geospatial business and its precision navigation systems for farm use have slumped as the dollar has pressured commodities markets.  But the company continues to grow in building information modeling (BIM) software and in mobile solutions for truckers and other fleets and work forces.  Management is seeking to improve profitability, and heavy investment in new features make its precision location software more  indispensable.  As technology continues to advance rapidly, will Trimble be a beneficiary of improved hardware and cloud-based data systems, or will its customers retrench?  Can it continue to make acquisitions, or must it focus inward to improve margins?

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