Attractive Long-term Risk/reward In Industrials
TWST: What is your coverage in the industrial-equipment space?
Mr. Kejriwal: I cover multi-industry and electrical equipment, including United Technologies (UTX), Danaher (DHR), Emerson (EMR), Honeywell (HON), ITW (ITW), Tyco (TYC).
TWST: As you said, there are huge variations in the companies in the industrial equipment sector, but they share the common trait of making industrial equipment. What is the status of the overall sector at this time? Are there common themes?