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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


Q & A

Q & A