Industrials

I would consider buying when extraneous selling happens.
GE remains our favorite of these three industrial conglomerates.
The global infrastructure industry suffers.

Fluor Regains Its Footing Real Money Pro($)

The shares could mount a powerful rally off current lows.
It's a positive sign for the overall economy and market.

The Fibocall: Caterpillar Real Money Pro($)

I am monitoring the stock to see if a long-term overbought condition will be generated.
Boeing's share price slump isn't the management's fault.
This rally is too broad to pin it just on earnings.
They didn't surge on General Electric and Honeywell's good numbers.
Value is not yet in sight. But I think the calculation is too negative.

Columnist Conversations

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Fed
As I wrote this AM, the rally in the market yesterday felt like, at least to me, the Fed was coming out more d...

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