Topics covered: Production Rates in Capital Goods, Opportunities in Domestic Shale Infrastructure, Infrastructure Spending, Infrastructure Build in Emerging Markets, Increased Rental Demand, Growth in Equipment Leasing Adoption Rates, Energy Infrastructure Companies, Construction Equipment Replacement Trends
Companies covered: General Steel Holdings, Inc. (NYSE:GSI), Leggett & Platt, Incorporated (NYSE:LEG), Astec Industries, Inc. (NASDAQ:ASTE), Wabco Holdings Inc. (NYSE:WBC), Titan International, Inc. (NYSE:TWI), Titan Machinery Inc. (NASDAQ:TITN), Terex Corporation (NYSE:TEX), Manitowoc Company, Inc. (The) (NYSE:MTW), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI), Caterpillar, Inc. (NYSE:CAT), Blount International, Inc. (NYSE:BLT), United Technologies Corporation (NYSE:UTX), Parker-Hannifin Corporation (NYSE:PH), PACCAR Inc. (NASDAQ:PCAR), Navistar International Corporation (NYSE:NAV), Kennametal Inc. (NYSE:KMT), Illinois Tool Works Inc. (NYSE:ITW), Emerson Electric Company (NYSE:EMR), AGCO Corporation (NYSE:AGCO), RPM International Inc. (NYSE:RPM), Vulcan Materials Company (NYSE:VMC), USG Corporation (NYSE:USG), Texas Industries Inc., Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Smith (A.O.) Corporation (NYSE:AOS), Willbros Group, Inc. (NYSE:WG), Quanta Services, Inc. (NYSE:PWR), Primoris Services Corporation (NASDAQ:PRIM), MasTec, Inc. (NYSE:MTZ), Matrix Service Company (NASDAQ:MTRX), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), Comfort Systems USA, Inc. (NYSE:FIX), EMCOR Group, Inc. (NYSE:EME), Chicago Bridge & Iron Company N.V. (NYSE:CBI), United Rentals, Inc. (NYSE:URI), Oshkosh Corporation (NYSE:OSK)
