This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Buy Energy, Commodities, Money Managers Say

Stocks in this article: XOM SYT BG BAC C CAT EMR

Industrials

U.S. industrial stocks remain a popular pick for money managers as many are multinational companies that benefit from a weak dollar, pay a dividend and still can sell their goods abroad. Given hopes of a global recovery as well as the creation of a middle class in many emerging markets, these stocks still remain attractive, money managers say.

Nolte picks out Caterpillar (CAT - Get Report), Air Products (APD) and Emerson Electric (EMR - Get Report) as his best plays in the industrial sector for very simple reasons.

"All of those companies have international exposure, so they're not strictly domestic companies," he says. "They all have good revenue growth, good access to capital. Even if the market or the economy slows down, they will continue to do well and take market share from the weaker companies."

Pavlik also likes the industrial sector as a play on global recovery. "I still think the world is in a growth phase and it's still early on," he says. "I don't think it is as tenuous as people treat it to be."

Pavlik singles out Boeing (BA) and 3M (MMM), noting dividend yields that are just under 2.5% on each stock.

For Boeing, he says the stock has and will continue to benefit on expectations for the delivery of the company's 787 Dreamliner jet. In regards to 3M, Pavlik says people will have more discretionary income, leading to the purchase of 3M's consumer-driven products.

5 of 6

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,416.85 +225.48 1.31%
S&P 500 2,021.25 +19.09 0.95%
NASDAQ 4,683.4070 +45.4130 0.98%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs