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Quarter-End Insights

Industrials: Bargains Among Industrial Distributors, Farm & Construction Machinery

The stocks in this sector look fairly valued, and tariffs seem to be only a minor threat.

Keith Schoonmaker, CFA

Jul 1, 2019

Mentioned: WESCO International Inc (WCC) , LKQ Corp (LKQ) , Stericycle Inc (SRCL)

The Morningstar U.S. Industrials Index performed roughly in line with the broader U.S. equity market in the second quarter and year to date.

Industrial stocks are in line with the broad market - source: Morningstar Analysts

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Keith Schoonmaker does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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