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.
Construction in this area has badly lagged, but recent data suggest it is now poised for improvement.
I'll go out on the limb with the copper-wire firm

Columnist Conversations

From today's King Report and also easily visible yet hardly comprehensible: "The sovereign debt bond expanded ...
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In an article on 7/21, I outlined a potential long trade in Zeltiq Aesthetics (ZLTQ). The downtrend line on th...
Upside call skew is looking rich relative to the cost of downside strikes in a number of widely-owned names in...


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