Topics covered: Industrial Restructuring, Heightened M&A Activity, Emerging Markets Penetration, Defense Budget Uncertainty, Commercial Aviation and Energy Expenditures, Capital Equipment Technology Investing
Companies covered: Belden Inc (NYSE:BDC), Erickson Incorporated (NASDAQ:EAC), Hardinge, Inc. (NASDAQ:HDNG), Columbus McKinnon Corporation (NASDAQ:CMCO), Astronics Corporation (NASDAQ:ATRO), TriMas Corporation (NASDAQ:TRS), SPX Corporation (NYSE:SPW), Rockwell Automation, Inc. (NYSE:ROK), General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Lockheed Martin Corporation (NYSE:LMT), Rockwell Collins, Inc. (NYSE:COL), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Honeywell International Inc. (NYSE:HON), Gardner Denver Inc., Eaton Corporation, PLC (NYSE:ETN), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Dover Corporation (NYSE:DOV)
