Industrial Equipment, Aerospace and Defense

Topics Covered: Commercial Aviation and Energy Expenditures, Industrial Restructuring, Emerging Markets Penetration, Heightened M&A Activity, Future Growth and Market Share Gains, Increased Commercial Aircraft Production Rate, Defense Budget Uncertainty, Growth Opportunities in Data Security -

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Companies Covered: Boeing Co. (BA), Precision Castparts Corp. (PCP), Rockwell Collins Inc. (COL), TransDigm Group Incorporated (TDG), Triumph Group Inc. (TGI), Spirit AeroSystems Holdings In (SPR), Hexcel Corp. (HXL), Esterline Technologies Corp. (ESL), LMI Aerospace Inc. (LMIA), Curtiss-Wright Corp. (CW), Lockheed Martin Corporation (LMT), Northrop Grumman Corporation (NOC), Raytheon Co. (RTN), General Dynamics Corp. (GD), BE Aerospace Inc. (BEAV), Boeing Co. (BA), EMBRAER - Empresa Brasileira d (ERJ), SkyWest Inc. (SKYW), Republic Airways Holdings Inc. (RJET), Alaska Air Group Inc. (ALK), Hawaiian Holdings Inc. (HA), JetBlue Airways Corporation (JBLU), Allegiant Travel Company (ALGT), Southwest Airlines Co. (LUV), Copa Holdings SA (CPA), LAN Airlines S.A. (LFL), GOL Linhas A?reas Inteligentes (GOL), US Airways Group, Inc. (LCC), Arotech Corp. (ARTX), Edac Technologies Corp. (EDAC), Graham Corp. (GHM), EnerSys (ENS), Molex Inc. (MOLX)