2 industrials stocks to consider right now and 1 we avoid

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn as the industry has shed 11.7% over the past six months. This drop is a far cry from the S&P 500’s 9.1% ascent.