Stephanie Link and Jill Malandrino review the industrial sector thesis for the Action Alerts Plus Portfolio and the new acquisition Facebook announced on Tuesday. Link wants exposure to the industrial space because it is levered to an improving economy, but the key is in the non-residential end market since it has lagged the residential recovery. She also likes Facebook’s $2B purchase of Oculus as it shows confidence management has in the business and sets the company up for long-term growth.
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