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Yes, GE, May Be a Buy, Along With Five Other Industrials

End-market demand has remained pretty healthy for industrial firms, but you wouldn't know it by the performance of the Industrial Select Sector SPDR ETF (XLI), which has fallen nearly 3% year to date, trailing the S&P 500's 4.8% gain.  So what's the problem? Well, tariffs of course are front and center, as plenty of industrials  appear squarely in the crosshairs of a trade war, despite analysts' attempts to soothe investors' nerves.  William Blair's Nicholas Heymann adds his voice to that chorus.