Larry De Maria, Co-Group Head of Global Industrial Infrastructure at William Blair & Company, says that in the current environment, he wants to find companies that can diminish the cyclical risks. He says that WABCO Holdings Inc. (WBC) is a stock with some of the best secular attributes.
“WABCO…has the advantage of having a safety theme. Safety is one of the best themes in the group,” De Maria says.
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WABCO makes safety systems and braking systems for commercial vehicles, which De Maria says are two large end markets businesses for the company.
“As you continue to see more and more adoption of safety systems in both mature and emerging markets for trucks, WABCO is well-positioned to take advantage of that trend. And some fleets are recognizing the benefits to productivity when they add some of WABCO’s safety technology, so the uptake is increasing even where it is not mandated,” De Maria says.
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