One Company, Three Powerful Business Lines
The break-neck volatility of the past few years and the likelihood of shorter cycles in the energy sector argue for diversification into secular growth stories that depend less on commodity prices and timing your entry and exit points.
Industrial-Grade Retail
This industrial distributor generates solid free cash flow, trades at a discount valuation, and offers exposure to a turnaround story that should gain traction in coming years.
Industrial Strength
A strategic spin-off will highlight this industrial player’s promising life sciences business and unlock value for shareholders. Another across-the-board selloff after the industrial sector’s recent rebound would create an ideal buying opportunity.
The Small-Cap Wonder That Keeps on Trucking
Accelerating US economic growth and favorable valuations relative to their large-capitalization peers set the stage for small-cap names to outperform in 2014. Our top pick is an undervalued provider of freight services that stands to benefit from lower costs and growing demand.
The Best Way to Play Natural Gas as a Transportation Fuel
Shares of Cummins pulled back sharply after the engine maker posted disappointing third-quarter results, giving investors with a longer time horizon an ideal buying opportunity.
America’s Industrial Revolution
We expect the best performers in the industrial sector to benefit from two secular growth trends that are fueling the US economy: rising domestic energy production and a boom in automobile sales.