Topics covered: Professional Security Equipment, International Consumption Growth, Growth Opportunities in Data Security, Defense Budget Uncertainty, Capital Equipment Technology Investing
Companies covered: Trinity Industries, Inc. (NYSE:TRN), Ryder System, Inc. (NYSE:R), Penske Automotive Group, Inc. (NYSE:PAG), GATX Corporation (NYSE:GMT), Greenbrier Companies, Inc. (The) (NYSE:GBX), United Rentals, Inc. (NYSE:URI), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), H&E Equipment Services, Inc. (NASDAQ:HEES), TriMas Corporation (NASDAQ:TRS), TASER International, Inc. (NASDAQ:TASR), Axon Enterprise, Inc. (NASDAQ:AXON), Chart Industries, Inc. (NASDAQ:GTLS), Enersys (NYSE:ENS), Pointer Telocation Ltd. (NASDAQ:PNTR), OSI Systems, Inc. (NASDAQ:OSIS), NICE Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD)
