Industrials are not looking the best. I would probably choose FDX, LMT, or a couple others over the best here but that is why there are analysts and people like me. Hopefully collaboration and growth are more important that who is right. The other names that represent 7.7% of the 2022 top picks portfolio in industrials are BAH, DE and UNP. I like DE for a larger breakout but it is hard to see too many companies with strong break outs in these economic conditions. GNRC has been beaten down and earnings are in 13 days. Hold off buying until earnings and after reviewing ER, buy if it makes sense. 34x PE is not too expensive for this level of growth especially with business in Latin America and other places outside US.