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.
