2 Industrials Stocks with Competitive Advantages and 1 We Turn Down

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 19.9% return over the past six months has topped the S&P 500 by 10.1 percentage points.