Harry Boxer's four stocks to watch
There is a small number of high-quality industrials-sector ETFs from which to choose.
The author does not own any of the stocks or funds mentioned above.
Regulators' likely demands on the Ball-Rexam deal would undermine industry economics.
High offer price for BG Group drags Shell's fair value estimate lower.
U.K.-based Latchways' fall protection products keep workers--and the firm's competitive advantages--safe.
We think it will hold up well against the threats of challenger banks and digital banking.
We think Prudential is overvalued and investors could be better off with Aviva.
With roughly two thirds of this sector enjoying a narrow or wide economic moat, we continue to find pockets of opportunity when short-term concerns outweigh our forecasted long-term growth trajectories.
Near-term execution issues have left BG Group shares in the bargain bin, but Shell is still paying a hefty price for the firm, writes Morningstar analyst Stephen Simko.