Three Conservative Growth Industrial Picks: Adminstaff, Carlisle Companies and Illinois Tool Works

Earlier this week, I shared the background and overall asset allocation for my recently introduced “Conservative Growth/Balanced Model Portfolio.”  You can refer back to the article or visit my website to learn more.  As I stated in the previous article, the equity component of the portfolio is overweight relative to the S&P 500 in the Industrial, Consumer Discretionary and Financial Sectors.  I previously shared my basis for taking these exposures.  Yesterday, I reviewed my selection of an Energy stock, Chevron (CVX) that qualified for inclusion.  In this post, I would like to take share my reasons for including three Industrials:  Administaff (ASF), Carlisle Companies (CSL), and Illinois Tool Works (ITW).