The Dow Jones Industrial Average
Should investors care? Not really. The Dow dropped a modest 0.47% in five days of trading. Overall, the economy continues to improve with steady but perhaps unimpressive growth. Further, there was one sector that provided a reason for investors to rejoice: good old-fashioned industrials. Industrials appear poised to drive the Dow higher in 2012.
First and foremost, Caterpillar
Another industrial titan, although not a Dow component, reiterated this outlook for the U.S. economy. Eaton
Staying in the aircraft sector, Boeing
While the economy seems to be dragging its feet in some respects (see housing and consumer spending), the industrials sector is picking up steam. Investors should keep an eye on these industrial giants to see whether they will continue to outperform. In addition, our chief investment officer has identified seven outperformers to watch during earnings season. You'll find additional insight on these rock-solid companies in a brand-new special free report. It's completely free for our readers, so access yours today.