Industrial Sector

1
Industrial Sector
2
Current Holdings

• Boeing (BA)- 200 shares
• Catterpillar (CAT)- 100 shares
• Dow Chemical (DOW)- 300 shares
• General Electric (GE)- 160 shares

3
Possible Sales and Acquisitions

• Sell Caterpillar and Dow
• Buy Dupont and Alcoa

4
Boeing

• Major Aircraft producer and Defense Contractor
• Large Dip due to September 11th
• Currently Trading at
• 43.15
• 52-Week High
• 69.85 (05/17/01)
•  52-Week Low
• 27.60 (09/21/01)

• Market Cap
• 34,927 Mil.
• P/E ratio 12.39

5
Caterpillar

• Producer of Heavy Machinery
• Currently Trading at
• 50.24
• 52-Week High
• 56.83 (05/23/01)
•  52-Week Low
• 39.75 (02/23/01)

• Market Cap-16,648 mil.
• P/E Ratio - 20.93

6
Dow Chemicals

• Chemicals producers
• Has concerns related to acquisition of Union
  Carbide and Pending Asbestos Claims
• Currently Trading at
• 29.93
• 52-Week High
• 39.67 (05/17/01)
•  52-Week Low
• 23.66 (01/16/02)

• Market Cap- 26,985

7
General Electric

• Conglomerate with Diverse Holdings
• NBC has highest ratings ever
• Currently Trading at
• 37.50
• 52-Week High
• 53.55 (05/21/01)
•  52-Week Low
• 28.50 (09/21/01)

• Market Cap-369,995
• P/E - 26.48

8
Alcoa

• Worlds largest aluminum producer.
• Making bids for mining companies
• Australias WMC
• Norways Elkem
• Competitor Kaiser filed for bankruptcy
• Price 36.29

• Market Cap (Mil) 29,174
• P/E Ratio33.22

9
Dupont

• Recently released plans to sell off unprofitable
  divisions to become a more growth oriented
  company
• Price 44.00

• Market Cap 23,795
• P/E- 10.16