Industrials

It's Chinese plastics offering deep value now.
That's the takeaway from the Alcoa call, which gave us its most bullish worldview since the Great Recession ended.
But I'm not at all convinced that it will be a strong breakout.

Casting My Eye on Industrials Real Money Pro($)

Emerson stands out with exposure to key end markets.
It appears the stock is embarking on a new bull leg.

Gaming China's Rebalancing Act Real Money Pro($)

As I size up China's endeavors here, I can no longer justify holding on to iron-ore miner Rio Tinto.
Of these industrials, we believe Eaton has the more compelling case.

Jumping on General Electric Real Money Pro($)

New global manufacturing activity could spur well-diversified GE.
Now stocks dragged down with the futures look good again.
The stock is stumbling further after a downgrade -- but downside momentum should soon exhaust itself.

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