3 Stocks to Build Your Portfolio Around

These three stocks are very different, but they all embody certain attributes that you can build a portfolio around. They all operate in fragmented industries that are consolidating, and they all have strong near- and long-term growth catalysts. Let's take a look at why that's important and why you can build your portfolio around paint and coatings company PPG Industries (NYSE: PPG), tool maker Stanley Black & Decker (NYSE: SWK), and heating, ventilation, and air-conditioning (HVAC) company Carrier (NYSE: CARR).

In theory, it's good to invest in an industry that's consolidating because the leading players will often acquire more pricing power as smaller competitors are taken out. Similarly, as the leading players get larger they tend to be able to lower their per-unit costs and therefore increase margins. 

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Source Fool.com