nftrh plus


If we are correct in viewing the beaten down US manufacturing sector as a better place to be long (ref. recent ISM data) than the over valued likes of the general market, then we would want to focus on ‘best of breed’ in the sector.  I have often noted Faro as being a great and innovative company.  I have had a lot of negative things to say about 3D Printing as an investment destination (though the technology itself is fabulous).  But Stratasys is in my opinion best of breed in this beaten down space.


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