This Day On The Street
Continue to site
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

5 Industrial Stocks Funds Love for 2012

BALTIMORE ( Stockpickr) -- Industrial stocks aren't exactly the sexiest names on the market. More often than not, they're big and lumbering, they have extremely cyclical businesses, and those businesses are usually boring. But that's exactly why funds have been buying industrial stocks with both hands in the last few months.

Even though industrials don't have the obvious excitement that you'd find in an IPO name or a hot tech play, these stocks are still pretty exciting performance-wise. As a sector, they've rallied 21.2% in the last six months, beating the S&P 500 by 6.4% over that same period.

A lot of that success has to do with the anxiety in the marketplace right now. As investors look for ways to shake off risk, the relatively staid businesses (and dividend payouts) of industrials look like a pretty good way to participate in the rally we've gotten. That's why the sector was one of only three that funds increased their positions in during the final quarter of 2012.

>>5 Rocket Stocks Ready to Launch Higher

That's not to say that all industrial stocks are created equal. Today, we're taking a look at the stocks in this sector that funds love right now.

To do that, we're focusing on 13F filings. Institutional investors with more than $100 million in assets are required to file a 13F -- a form that breaks down their stock positions for public consumption. From hedge funds to mutual funds to insurance companies, any professional investors who manage more than that $100 million watermark are required to file a 13F.

In total, 3,238 firms filed the form for the fourth quarter of 2011, and by comparing one quarter's filing to another, we can see how any single fund manager is moving their portfolio around - and what their favorite stocks are for the months ahead.

Today, we'll focus on five institutional favorites in the industrial sector.
1 of 6

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr 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

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free

Check Out Our Best Services for Investors

Dividend Stock Advisor

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
SYM TRADE IT LAST %CHG
BA $140.21 0.00%
CAT $84.38 0.00%
GE $26.78 0.00%
HON $102.51 0.00%
UPS $97.20 0.00%

Markets

DOW 17,730.11 -27.80 -0.16%
S&P 500 2,076.78 -0.64 -0.03%
NASDAQ 5,009.2140 -3.9090 -0.08%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs