David Fingold Parker Hannifin Corp PH-N COMMENT Oct 24, 2017

It depends on time horizon and risk tolerance. This is one of the champs on generating return on investment for a very long time. If you use pullbacks to get a position, get advice on how to time your entry and how to build a position. It is an appropriate time to be buying some.

 They're now going green, all about clean energy, like making the world's smallest e-tractor, wind turbines and solar panels. They help companies comply with environmental regulations.

Industrials have not performed, but it's the best of the lot. Stay long if you own it. If it falls during the debt-ceiling talks, then buy more.

A premier industrial company that no one talks about. It hit a 52-week high today, but it can go higher.

Recent selloff creating buying opportunity. Excellent management team. Industrial components in high demand. Historically, linked to performance of economy, but appears to be performing very well. If a "soft landing", will create further opportunities. "Re-shoring" in America also creating strength in business. 

Expanding into aerospace, a high-growth industry. Picks and shovels technology. Grow organically and by acquisition. Moved toward long-cycle agreements. He likes companies that aren't exciting, but where there's a lot of money to be made. Yield is 1.3%.

Solid industrial. Likes its fundamentals and projected earnings, but the chart shows how well it's done. When things rise in price, they tend to drop in value. Normally trades at slight discount to market, now at a premium. Going to have to do really well to live up to its valuation. He owns RTX.

He sold it in the summer. He likes the aero-space part and is interested in other companies in this field.