Stock price when the opinion was issued
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.
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.