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Industrials. By: Brandon Harlow, Bhavik Khandhar, Tracy Marsolo & Matt Shubeck. Agenda. Sector Analysis Business Analysis Economic Analysis Financial Analysis Valuation Analysis Recommendation Q&A. Sector Analysis.

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industrials

Industrials

By: Brandon Harlow,

Bhavik Khandhar,

Tracy Marsolo & Matt Shubeck

agenda
Agenda
  • Sector Analysis
  • Business Analysis
  • Economic Analysis
  • Financial Analysis
  • Valuation Analysis
  • Recommendation
  • Q&A
sector analysis
Sector Analysis

Industrials currently underweight in SIM Portfolio by 100 basis points.

industries in industrials
Industries in Industrials

Ind\'l Conglomerates

Electrical Component

Diversified Supp Ser

Construct. & Engineer.

Commercial Printing

Building Products

Airlines

Airfreight & Logistics

Aerospace/Defense

  • Trucking
  • Trade Cos & Dist
  • Services-Office/Supp
  • Services-Environmental
  • Services-Employment
  • Research & Consulting
  • Railroads
  • Machinery Industrial
  • Machinery Const/Farm
10 biggest stocks in industrials
36.11%

4.39%

3.14%

2.66%

2.51%

2.26%

2.11%

2.07%

2.05%

1.98%

10 Biggest Stocks in Industrials
  • General Electric
  • Caterpillar
  • Southwest Airlines
  • Textron
  • Honeywell Int\'l
  • CSX Corp
  • Boeing
  • United Technologies
  • Union Pacific
  • UPS
  • Top 10 make up 59.28% of Industrials
phases of lifecycle
Phases of Lifecycle
  • Most companies are established companies competing with a few major competitors.

Industrial Sector

specific industries in sector
Specific Industries in Sector

Recommend

  • Industrial Conglomerates
  • Electrical Components

Avoid

  • Service-Employment
  • Building Products
  • Airlines
final recommendation
Final Recommendation

Increase position in portfolio by 100 basis points. Match the S&P 500

slide33
Q & A

Q & A