Industrial Equipment, Aerospace and Defense

November 09, 2012

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

Companies covered: Molex Inc., Enersys (NYSE:ENS), Allegiant Travel Company (NASDAQ:ALGT), SkyWest, Inc. (NASDAQ:SKYW), Republic Airways Holdings, Inc. (NASDAQ:RJET), Southwest Airlines Company (NYSE:LUV), LATAM Airlines Group S.A. (NYSE:LFL), US Airways Group, Inc., JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Gol Linhas Aereas Inteligentes S.A. (NYSE:GOL), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Copa Holdings, S.A. (NYSE:CPA), Boeing Company (The) (NYSE:BA), Alaska Air Group, Inc. (NYSE:ALK), Edac Technologies Corp., B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Raytheon Company (NYSE:RTN), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), LMI Aerospace, Inc. (NASDAQ:LMIA), Hexcel Corporation (NYSE:HXL), General Dynamics Corporation (NYSE:GD), Esterline Technologies Corporation (NYSE:ESL), Curtiss-Wright Corporation (NYSE:CW), Rockwell Collins, Inc. (NYSE:COL), Graham Corporation (NYSE:GHM), Arotech Corporation (NASDAQ:ARTX)

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