Infrastructure-related Trends In The Industrials Space
TWST: Please begin with an overview of your coverage.
Mr. Elias: At Sterne Agee we cover the diversified industrials, as well as the manufacturers who supply vehicles and equipment for construction, such as aerial work platforms, cranes, excavators, etc. We don't cover the E&C companies.
TWST: What are the big trends in that sector right now, and what are you watching closely?