Piper Sandler says to buy these 14 stocks set to get a boost from a strong manufacturing cycle

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• Piper Sandler forecasts a cyclical boom and advises buying manufacturing-sensitive stocks.
• Manufacturing data shows further expansion is likely ahead.
• Stocks Piper Sandler is bullish on include Ford, Dillard's, UPS, and more.

All signs point to a cyclical boom ahead, according to Piper Sander's top strategist, Michael Kantrowitz — and the firm says it "strongly" advises investors to load up on stocks best positioned to benefit from the shift.