Watch a video interview with Darrell Anderson "We are hearing from a number of these companies that their orders are beginning to stabilize and that they consider that the bulk of the bad news is behind them." His analysis shows, he says, "that there is value to be had in these stocks." Key industrial sector holdings that Anderson has been adding to include major diversified industrial company, Emerson Electric Co. ( EMR/NYSE ), which has a market capitalization of US$27 billion, as well as smaller-cap companies such as Ametek Inc. ( AME/NYSE ), which has a market capitalization of US$3.5-billion, and Graco Inc. ( GGG/NYSE ), with a market cap of US$1.5-billion. Of Ametek, Anderson says: "This specialty manufacturer of electronic instruments and electromechanical devices with a global reach is an example of a niche company that has a good track record of consistently creating wealth for shareholders." Graco, Anderson notes, is another niche player.