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Value in Industrials Thumbnail

Value in Industrials

Simon sees value in the Industrials where investor outflows, reduced expectations, and reasonable valuation multiples have created some good opportunities. He stresses selectivity, however, and makes the case for owning CAT, FTV, and GNRC. He also discusses some credible fixed-income investments in a low-interest rate world. He highlights senior bank loans and preferred stocks as potentially attractive.

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