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Why is the industrial sector so overlooked by investors?
Posted on 11/4/25 at 10:11 am
Posted on 11/4/25 at 10:11 am
Seems like tech, AI and financials are all that’s really ever discussed lately.
Anyone here bullish on industrial stocks and/or ETFs?
Anyone here bullish on industrial stocks and/or ETFs?
5
Posted on 11/4/25 at 10:36 am to Paul Allen
Depends. It's the economy expanding or contracting?
Posted on 11/4/25 at 10:46 am to BestBanker
quote:
Depends. It's the economy expanding or contracting?
TIFWIW but ISM PMI indicates accelerating contraction and we’ve been contracting for 8 straight months. Not pretty at all in the industrial sector and I think we have a little bit of pain left IMO
Posted on 11/4/25 at 2:40 pm to Paul Allen
Because it’s not mysterious (almost magical) like tech and can’t be propped up for years on end with promises of outlandish future growth.
Industry also requires a lot more capital to build the infrastructure than tech (pre-AI) and other IP dependent businesses. It’s just not possible to get those outsized earnings multiples when you’ve got so much overhead.
Industry also requires a lot more capital to build the infrastructure than tech (pre-AI) and other IP dependent businesses. It’s just not possible to get those outsized earnings multiples when you’ve got so much overhead.
Posted on 11/4/25 at 8:30 pm to BestBanker
Good question
Posted on 11/5/25 at 6:13 am to Paul Allen
You haven’t been paying attention.
Posted on 11/5/25 at 8:12 am to Paul Allen
quote:If you would follow stock talk on X you would see a lot of great industrial names.
Paul Allen
I've mentioned FLS here recently.
Did I not make a thread on HII? Is a ship builder not industrial?
Look into ROG and NOVT too.
This post was edited on 11/5/25 at 8:14 am
Posted on 11/6/25 at 8:11 pm to bayoubengals88
What’s with the condescending tone?
Posted on 11/6/25 at 10:42 pm to Paul Allen
I think he’s joking, that’s what the stock talk twitter guy says all the time
Posted on 11/9/25 at 8:01 am to Paul Allen
Because industrials and manufacturing are real, with real ops/production and real numbers.
Much more difficult to manipulate on paper.
It’s much easier to find paper gains in the other sectors you mentioned.
Industrials also require significant CAPEX which makes it harder to achieve paper multiples, etc.
Much more difficult to manipulate on paper.
It’s much easier to find paper gains in the other sectors you mentioned.
Industrials also require significant CAPEX which makes it harder to achieve paper multiples, etc.
This post was edited on 11/9/25 at 8:03 am
Posted on 11/9/25 at 8:51 am to Paul Allen
Yes, we're about to go through an economic expansion soon despite what all the naysers and doomers you hear about on TV are saying.
Posted on 11/9/25 at 10:16 am to Craft
quote:
I think he’s joking, that’s what the stock talk twitter guy says all the time
Paul needs to get him an X account, but I have a feeling he’s still rocking a compaq or gateway.
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