Clean Harbors: Growth On Incremental Capital Compounds Intrinsic Value

Pgiam/iStock via Getty Images Investment briefing Our top-down security selection criteria from Q3 2023 pointed to the industrials sector as a potential starting point for capital allocation this year. Along with the materials sector, we are constructive on selective opportunities within this domain. Findings showed the sector was positioned to deliver 16% of the coming 12 months growth projections for the S&P 500 market weighted index, but held just 8% notional value of the index at the time. By 31st D ...