Topics covered: Production Shift to Emerging Markets, International Consumption Growth, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: United Technologies Corporation (NYSE:UTX), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), Tyco International plc (NYSE:TYC), Siemens AG (OTCMKTS:SIEGY), Pentair plc. (NYSE:PNR), Manitowoc Company, Inc. (The) (NYSE:MTW), Halliburton Company (NYSE:HAL), General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), ABB Ltd (NYSE:ABB), TriMas Corporation (NASDAQ:TRS), Highpower International Inc (NASDAQ:HPJ), Enersys (NYSE:ENS), Timken Company (The) (NYSE:TKR)
