Johnny Greig/DigitalVision via Getty Images The market behavior of industrial companies exposed to short-cycle end-markets has been, well, weird. Despite ample evidence of slowing end-market demand and increased caution around capex/expansion plans, investors have chosen to believe in an "it won't be so bad" thesis in many cases, and the industrial sector has held up well. In certain cases, though, the market has sold off stocks on fears of near-term revenue weakness and margin contraction, and that brings ...