Here are some of our top picks, all of which are rated BUY at Argus.ĭE,HON,EMR,ACM,LUV,ITW,LMT,UNP,CAT,GNRC,VNT,GD,LHX,CMI,MAS,ODFL,BA It also underperformed in 2020, with a gain of 9.0%, and slightly underperformed in 2019, with a gain of 26.8%. The sector is underperforming the market thus far in 2021, with a gain of 13.5%. The sector includes industries such as transportation, aerospace & defense, heavy machinery, and electrical equipment. We think that investors should allocate 9%-10% of their diversified portfolios to the group. Over the past five years, the weighting has ranged from 7% to 12%. The Industrial sector accounts for 8% of S&P 500 market capitalization. Specifically, we believe that Industrial stocks will benefit from enhanced infrastructure investment and more-lenient trade policies during the Biden administration. After enduring the challenges of the pandemic, the cyclical stocks in the Industrial sector appear well-positioned within the changing political environment. Our rating on the Industrial sector is Over-Weight. Some are these stocks are included in our model portfolios (Growth & Income, Equity Income, Growth, and Institutional). Here are some of Argus' BUY-rated travel companies, with a few airlines, a few big hotels, and some online booking agencies. We are living in a new inflationary economic environment, but consumers so far are willing to spend on leisure activities. Business travel also is starting to perk back up as companies are eager to see clients in-person again. Consumers are anxious to vacation and visit friends and family after two years of restrictions. Travel experts say that reservations are strong because of pent-up demand. Revenue per available room, or RevPAR, is $100.97, up 26%. The most-recent Average Daily Rate (ADR) measured against a range of hotel properties is $151.73, up 22% compared to the same period in 2019. hotel profitability is above pre-pandemic levels for the second consecutive month, according to Smith Travel Research, and the key metrics used to judge hotel performance are higher than in the comparable period in 2019. Airfares are up (both pricewise and for bookings). Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies)Ĭalendars and Economy: 'Actual' numbers are added to the table after economic reports are released.The CEO of Marriott thinks it is going to be a "blockbuster" summer. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.Ĭryptocurrencies: Cryptocurrency quotes are updated in real-time. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright © Refinitiv. Data may be intentionally delayed pursuant to supplier requirements. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Source: FactSetĭata are provided 'as is' for informational purposes only and are not intended for trading purposes. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. Sources: FactSet, Tullett PrebonĬommodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. Sources: FactSet, Tullett PrebonĬurrencies: Currency quotes are updated in real-time.
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