Industrial Sector
Current Holdings Boeing (BA)- 200 shares Catterpillar (CAT)- 100 shares Dow Chemical (DOW)- 300 shares General Electric (GE)- 160 shares
Possible Sales and Acquisitions Sell Caterpillar and Dow Buy Dupont and Alcoa
Boeing Major Aircraft producer and Defense Contractor Large Dip due to September 11 th Currently Trading at – Week High – (05/17/01) 52-Week Low – (09/21/01) Market Cap – 34,927 Mil. P/E ratio 12.39
Caterpillar Producer of Heavy Machinery Currently Trading at – Week High – (05/23/01) 52-Week Low – (02/23/01) Market Cap-$16,648 mil. P/E Ratio
Dow Chemicals Chemicals producers Has concerns related to acquisition of Union Carbide and Pending Asbestos Claims Currently Trading at – Week High – (05/17/01) 52-Week Low – (01/16/02) Market Cap- $26,985
General Electric Conglomerate with Diverse Holdings NBC has highest ratings ever Currently Trading at – Week High – (05/21/01) 52-Week Low – (09/21/01) Market Cap-$369,995 P/E
Alcoa World’s largest aluminum producer. Making bids for mining companies – Australia’s WMC – Norway’s Elkem Competitor Kaiser filed for bankruptcy Price $36.29 Market Cap (Mil) $29,174 P/E Ratio33.22
Dupont Recently released plans to sell off unprofitable divisions to become a more “growth” oriented company Price Market Cap $23,795 P/E