Barclays on Industrial Stocks: U.S. Best Ideas List: (BA, CAT, CBI, DE, FDX, FLR, GE, HON, SPW, TDG, UNP))

March 26, 2012 1:51 PM EDT
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Barclays on Industrial Stocks: U.S. Best Ideas List:

Analyst5, Scott R. Davis, said, "We are launching our Industrials Best Ideas list (GE (NYSE: GE), Caterpillar (NYSE: CAT), Boeing (NYSE: BA), Union Pacific (NYSE: UNP), Honeywell (NYSE: HON), Deere (NYSE: DE), FedEx (NYSE: FDX), Fluor (NYSE: FLR), Transdigm (NYSE: TDG), CB&I (NYSE: CBI), and SPX Corp (NYSE: SPW)): This list is intended to formalize our favorite ideas across the US Industrials coverage universe. Five sectors are represented, including Multi-Industry, Aerospace & Defense, Machinery, Transports, and E&C. The list is a collection of 11 individual stocks that represent our favorite 1-year horizon investment ideas in our respective spaces (total coverage of 85 companies). There is no set number of names per sector on the list, so number of stocks included will fluctuate over time and with the cycle. The list should not be considered a portfolio, as names are added/removed agnostic of other included stocks."

Although Davis did point out risks to these Industrial stocks names include: 1) A continued slowdown in China; and 2) Higher oil/gas prices may help some names on the list, but visibility and risks of international difficulties from higher fuel costs could have an adverse affect on business.


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