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Paychex Inc. (PAYX)
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Emerson Electric Company (EMR)
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3M Company (MMM)
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Roper Technologies Inc. (ROP)
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Mettler-Toledo International Inc. (MTD)
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Heico Corporation (HEI)
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Otis Worldwide Corporation When Issued (OTIS)
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Carrier Global Corporation (CARR)
Q: I already own Honeywell and BAE Systems but want to increase and diversify my holdings in Industrials. I know you like ROP, but I am also looking at PAYX, MMM and EMR. I am tempted by MMM, because it is so beaten up and is quite different from my existing holdings, but I worry that it is beaten up for good reason. Could you rank these four industrials in terms of quality for a long term investment, taking into account their current valuations?
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