Date updated:06-28-2007
Portfolio of industrial sector stocks.....companies that produce, distribute tangible capital goods, MRO supplies, durable goods.

-
GM
Gm - $0.00
- N/A
- $N/A
heartbeat of USA is restructuring itself...selling off noncore assets...getting a better labor agreement....reducing pension costs ( or potentially offloading pension costs to the US government with Democrat help)....making better automobiles....winning competetively in emerging markets and Europe....

-
B
Barnes Gp Inc - $15.68
- -1.51%
- $15.53
100 yr old diversified industrial with companies associated with specialty manufacturing (springs) /MRO distribution / specialty aerospace equipment....

-
MSM
Msc Industrial Dr - $46.21
- -2.14%
- $45.94
MRO distribution

-
BWA
Borg Warner Inc - $30.42
- 0.00%
- $N/A
power transmission and turbocharger manufacturer for automotive and transportation industries....secular growth in market share by being global production and distribution....technology is leading edge.

-
HON
Honeywell Intl In - $38.48
- -1.61%
- $38.15
diversifed mfr in aerospace systems, process control systems, specialty materials and transportation products.

-
UTX
United Tech - $67.20
- -1.62%
- $66.93
diversified mfr; aerospace; hvac; building systems;
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A. The only one I own : SLX,
too hard pick a winner out all of them
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