Stat of the Day: Industrials Look Compelling

The industrials sector ties for the 2nd largest (along with tech and materials) target weighting within our portfolios. Obviously, we believe the setup (technically and fundamentally) to be presently quite favorable.

During each earnings season Bespoke Investment Group produces a periodically updated list of the companies they call “triple plays”. These are the ones that beat analysts’ estimates on earnings, revenue and forward outlook. Last week they refined the list to 14 names that they see as showing unusual technical strength as well.

Here’s a look at the sectors that house each name:

While tech actually takes the top spot on the unrefined triple play list, I found it interesting (although not surprising) that industrials dominate the best-trending list.

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