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Industrials

Industrials. By: Brandon Harlow, Bhavik Khandhar, Tracy Marsolo & Matt Shubeck. Agenda. Sector Analysis Business Analysis Economic Analysis Financial Analysis Valuation Analysis Recommendation Q&A. Sector Analysis.

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Industrials

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  1. Industrials By: Brandon Harlow, Bhavik Khandhar, Tracy Marsolo & Matt Shubeck

  2. Agenda • Sector Analysis • Business Analysis • Economic Analysis • Financial Analysis • Valuation Analysis • Recommendation • Q&A

  3. Sector Analysis Industrials currently underweight in SIM Portfolio by 100 basis points.

  4. Sector’s Performance as of 5/6/09

  5. Industries in Industrials Ind'l Conglomerates Electrical Component Diversified Supp Ser Construct. & Engineer. Commercial Printing Building Products Airlines Airfreight & Logistics Aerospace/Defense • Trucking • Trade Cos & Dist • Services-Office/Supp • Services-Environmental • Services-Employment • Research & Consulting • Railroads • Machinery Industrial • Machinery Const/Farm

  6. 36.11% 4.39% 3.14% 2.66% 2.51% 2.26% 2.11% 2.07% 2.05% 1.98% 10 Biggest Stocks in Industrials • General Electric • Caterpillar • Southwest Airlines • Textron • Honeywell Int'l • CSX Corp • Boeing • United Technologies • Union Pacific • UPS • Top 10 make up 59.28% of Industrials

  7. Business Analysis

  8. Phases of Lifecycle • Most companies are established companies competing with a few major competitors. Industrial Sector

  9. Industrial’s Price vs. S&P 500

  10. Manufacturer’s Inventories

  11. Industrial Production, Capacity, & Utilization

  12. Economic Analysis

  13. Industry and Economic Life Cycle

  14. Financial Analysis

  15. Net Profit Margin

  16. ROE

  17. EPS YOY Growth

  18. EPS YOY Growth

  19. Trailing P/E Relative toS&P 500

  20. Forward P/E Relative toS&P 500

  21. P/CF Relative to S&P 500

  22. P/B Relative to S&P 500

  23. Valuation Analysis

  24. Specific Industries in Sector Recommend • Industrial Conglomerates • Electrical Components Avoid • Service-Employment • Building Products • Airlines

  25. Industrials

  26. Conglomerates

  27. Electrical Components

  28. Electrical Components

  29. Services-Employment

  30. Building Products

  31. Airlines

  32. Final Recommendation Increase position in portfolio by 100 basis points. Match the S&P 500

  33. Q & A Q & A

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