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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.