Cummins (CMI) is this market right now. Here's a company that reported a magnificent quarter, has great international sales and thrives in the -heavy duty market in China.

And, it is smack in the middle of no man's land. It is down nine from its high, but up 36 from its low. It's up 31% year to date, which is way, way too much if China's slowing and our economy softens.