John Franzreb discusses small-cap capital equipment companies. Mr. Franzreb says there are three themes pervading the sector: exposure to the oil and gas market, manufacturing efficiency and the importance of restructuring actions. He says the small-to-micro industrial space is a good place to invest because it is tied to manufacturing efficiencies on the factory floor, new product introductions and ways to improve processes without adding significant labor cost and overhead. Mr. Franzreb says once the global GDP starts resuming more meaningful growth, the returns on the small-cap space will be sizable.
Full interview available here.
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