Industrial Equipment, Aerospace and Defense

November 27, 2013

Topics covered: Professional Security Equipment, International Consumption Growth, Growth Opportunities in Data Security, Defense Budget Uncertainty, Capital Equipment Technology Investing

Companies covered: Trinity Industries, Inc. (NYSE:TRN), Ryder System, Inc. (NYSE:R), Penske Automotive Group, Inc. (NYSE:PAG), GATX Corporation (NYSE:GMT), Greenbrier Companies, Inc. (The) (NYSE:GBX), United Rentals, Inc. (NYSE:URI), Hertz Global Holdings, Inc (NYSE:HTZ), H&E Equipment Services, Inc. (NASDAQ:HEES), TriMas Corporation (NASDAQ:TRS), TASER International, Inc. (NASDAQ:TASR), Chart Industries, Inc. (NASDAQ:GTLS), Enersys (NYSE:ENS), Pointer Telocation Ltd. (NASDAQ:PNTR), OSI Systems, Inc. (NASDAQ:OSIS), NICE-Systems Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD)

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