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Quarter-End Insights

Put These Firms on Your Industrials Watchlist

As their fundamentals improve, public auto dealers and wide-moat Mexican airport operators are worth keeping on your radar.

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  • North American sales rates of new autos hit eight-year highs, even in the face of massive recalls, but auto manufacturers lack the economic moats that surround the auto dealers.
  • Large commercial aircraft manufacturers are taking actions to improve margins in the coming years.
  • An airline passenger traffic rebound will benefit wide-moat Mexican airport operators.

 

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Neal Dihora does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.