3 catalysts we learned from earnings that should push our industrial stocks higher

The industrial-focused names in the Club's portfolio wrapped up a pretty solid earnings season last week, but their stocks were largely not rewarded. Shares of toolmaker Stanley Black & Decker and industrial gas giant Linde tumbled on fiscal results Thursday, so the Club added to both positions on the overblown reactions. DuPont was the exception. The stock hit multi-year highs Wednesday after the specialty chemical maker delivered top and bottom line beats.

The industrial-focused names in the Club's portfolio wrapped up a pretty solid earnings season last week, but their stocks were largely not rewarded.

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