2 out of 5 industrial stocks are at record highs. Here’s our post-earnings outlook

News Snapshot:

Earnings season was not perfect for our industrial-focused portfolio companies, but we're feeling pretty good about their prospects for the rest of the year. Shares of two of the five names finished Friday at all-time highs, and we belive the others show promise for patient investors. 1. Eaton Electrical power management company Eaton posted a fourth-quarter beat on earnings and revenue. Management also delivered a strong outlook for 2024 as part of the Feb. 1 release. This sets Eaton apart from its industrial peers whose outlooks for the year were on the conservative side. Eaton also continues to build a...