U.S. Capital Goods Low Leverage High Rewards

Omega Flex

Market Cap: US$370.5m

Manufactures and sells flexible metal hoses, fittings, and accessories in the United States, Canada, and internationally.

Watsco

Market Cap: US$15.4b

Engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean.

Snap-on

Market Cap: US$19.9b

Manufactures and markets tools, equipment, diagnostics, and repair information and systems solutions for professional users worldwide.

Global Industrial

Market Cap: US$1.3b

Through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada.

Apogee Enterprises

Market Cap: US$871.2m

Provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil.

Kennametal

Market Cap: US$2.9b

Engages in development and application of tungsten carbides, ceramics, and hard materials and solutions worldwide.

Burnham Holdings

Market Cap: US$101.1m

Designs, manufactures, and sells boilers and related heating, ventilation, and air conditioning products and accessories for residential, commercial, and industrial applications in the United States, Canada, and Mexico.

Fastenal

Market Cap: US$55.4b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

Eastern

Market Cap: US$111.8m

Designs, manufactures, and sells engineered solutions to industrial markets in the United States and internationally.