SOH catching a bid at 99c after that modest pop, but the real question is whether industrials can sustain t…by @swordfish_sa on $SOH

SOH catching a bid at 99c after that modest pop, but the real question is whether industrials can sustain this run when rates remain sticky. If management can demonstrate margin expansion through the cycle and not just ride commodity tailwinds, there's a case for re-rating, thoug