I recommended a hold rating for Rockwell Automation (NYSE: ROK ) when I wrote about it last year as I expected the company to miss its FY24 guidance. Based on my current outlook and analysis, I recommendI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, ...