oleg-burch
Uploaded by
33 SLIDES
425 VUES
330LIKES

Comprehensive Analysis of Industrials Sector for Investment Portfolio Optimization

DESCRIPTION

This report provides a detailed analysis of the industrials sector, covering sector, business, economic, financial, and valuation aspects. Includes recommendations for specific industries and stocks to consider for portfolio enhancement.

1 / 33

Télécharger la présentation

Comprehensive Analysis of Industrials Sector for Investment Portfolio Optimization

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Industrials By: Brandon Harlow, Bhavik Khandhar, Tracy Marsolo & Matt Shubeck

  2. Agenda • Sector Analysis • Business Analysis • Economic Analysis • Financial Analysis • Valuation Analysis • Recommendation • Q&A

  3. Sector Analysis Industrials currently underweight in SIM Portfolio by 100 basis points.

  4. Sector’s Performance as of 5/6/09

  5. 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

  6. 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

  7. Business Analysis

  8. Phases of Lifecycle • Most companies are established companies competing with a few major competitors. Industrial Sector

  9. Industrial’s Price vs. S&P 500

  10. Manufacturer’s Inventories

  11. Industrial Production, Capacity, & Utilization

  12. Economic Analysis

  13. Industry and Economic Life Cycle

  14. Financial Analysis

  15. Net Profit Margin

  16. ROE

  17. EPS YOY Growth

  18. EPS YOY Growth

  19. Trailing P/E Relative toS&P 500

  20. Forward P/E Relative toS&P 500

  21. P/CF Relative to S&P 500

  22. P/B Relative to S&P 500

  23. Valuation Analysis

  24. Specific Industries in Sector Recommend • Industrial Conglomerates • Electrical Components Avoid • Service-Employment • Building Products • Airlines

  25. Industrials

  26. Conglomerates

  27. Electrical Components

  28. Electrical Components

  29. Services-Employment

  30. Building Products

  31. Airlines

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

  33. Q & A Q & A

More Related