SECTOR SPOTLIGHT | Replay with Industrials Analyst Jay Van Sciver

04/11/17 08:16AM EDT

Must-See on HedgeyeTV

Hedgeye Industrials Sector Head Jay Van Sciver and analyst David Talbott reviewed the latest developments in the sector and discussed a few of their favorite long and short ideas. 

Topics included:

  • Recent industrial activity
  • Macro data influences
  • New policy impacts
  • Ideas: Caterpillar (CAT), MSC Industrial Direct (MSM) Textron (TXT) and more

 

CLICK HERE to access the associated slides.

https://cdn.jwplayer.com/players/vMSy9wgt-KY3o17gg.js

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