Industrial Equipment, Aerospace and Defense

September 20, 2019

Buy ($175)

Companies covered: Boeing Company (The) (NYSE:BA), Emerson Electric Company (NYSE:EMR), Rockwell Automation, Inc. (NYSE:ROK), Caterpillar, Inc. (NYSE:CAT), United Rentals, Inc. (NYSE:URI), 3M Company (NYSE:MMM), Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), General Dynamics Corporation (NYSE:GD), General Electric Company (NYSE:GE), Honeywell International Inc. (NYSE:HON), Amazon.com, Inc. (NASDAQ:AMZN), United Technologies Corporation (NYSE:UTX), United Parcel Service, Inc. (NYSE:UPS), W.W. Grainger, Inc. (NYSE:GWW), WESCO International, Inc. (NYSE:WCC), Fastenal Company (NASDAQ:FAST), MSC Industrial Direct Company, Inc. (NYSE:MSM), Lennox International, Inc. (NYSE:LII), Ingersoll-Rand plc (Ireland) (NYSE:IR), Kaman Corporation (NYSE:KAMN), Johnson Controls, Inc. (NYSE:JCI), Fortive Corp (NYSE:FTV), Nordson Corporation (NASDAQ:NDSN), Apple Inc. (NASDAQ:AAPL), Cisco Systems, Inc. (NASDAQ:CSCO), Juniper Networks, Inc. (NYSE:JNPR), Lincoln Electric Holdings, Inc. (NASDAQ:LECO), Colfax Corporation (NYSE:CFX), IDEX Corporation (NYSE:IEX), The ExOne Company (NASDAQ:XONE), Helios Technologies, Inc. (NASDAQ:HLIO), Graham Corporation (NYSE:GHM), NAPCO Security Technologies, Inc. (NASDAQ:NSSC), Heico Corporation (NYSE:HEI), Allied Motion Technologies, Inc. (NASDAQ:AMOT)