04-29-2015, 07:30 AM
Dan,
I hear you - and remember you saying the same thing a few months ago, which made me pause and re-think about some of the industrial names.
Like DW and rapid have said - theres no sexy story involved - its boring stuff that makes the world go round. I think thats what it boils down to - when it comes to industrials...GE, UTX, HON, EMR, PH etc. We get excited about GE and UTX because they make engines and we can relate to the airplanes - but the others are just as crucial for other industries such as what DW pointed out in an earlier post.
I concur with rapid's point about reading PH's annual report - its boring as hell! But boring is good, no?
I hear you - and remember you saying the same thing a few months ago, which made me pause and re-think about some of the industrial names.
Like DW and rapid have said - theres no sexy story involved - its boring stuff that makes the world go round. I think thats what it boils down to - when it comes to industrials...GE, UTX, HON, EMR, PH etc. We get excited about GE and UTX because they make engines and we can relate to the airplanes - but the others are just as crucial for other industries such as what DW pointed out in an earlier post.
I concur with rapid's point about reading PH's annual report - its boring as hell! But boring is good, no?