1 / 13

Industrials Sector

Industrials Sector. Steve Barone Nick Brega Dustin Broughton Tim Duffany Peter Wall. Industry Overview. Fourth largest sector Market weight of 11.04% Beta of 1.04 Sector has outperformed the S&P 500 by 4.01% in the last 5 years. XLI vs. S&P 500. Strengths.

uta
Télécharger la présentation

Industrials Sector

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 Sector Steve Barone Nick Brega Dustin Broughton Tim Duffany Peter Wall

  2. Industry Overview • Fourth largest sector • Market weight of 11.04% • Beta of 1.04 • Sector has outperformed the S&P 500 by 4.01% in the last 5 years

  3. XLI vs. S&P 500

  4. Strengths • Expansion of international economy • Population growth rate • Natural disasters • Need for defense • Diversified businesses • Technology innovation

  5. Risks • Rising material prices • Oil prices • Competition • Government regulation • Economic conditions

  6. Industry Breakdown

  7. Industry by Weight As of October 05

  8. General Electric • Today General Electric is one of the largest conglomerates with a market cap of $364 billion dollars. • General Electric leads the industry in almost all the sectors it operates. • Since General Electric is such a large diverse conglomerate it is less prone to market risk

  9. 3M Co. • Undervalued at the time of purchase • Less prone to market risk due to diversification of business segments

  10. Honeywell International Inc. • Less prone to market risk due to diversification of business segments • At the time of purchase, Honeywell was receiving major contracts • 3rd quarter sales were up 8% and earnings were up 28%

  11. UPS • Transportation industry was undervalued • Strong earnings growth • Reduce in costs • New technology

  12. Deere & Co. • Natural disasters opportunities • Economic Development • Strategic geographic placement

  13. Southwest • Hedged fuel costs • Discount leader • Decrease in competition • Rebound of the airline industry

More Related