Date updated:01-17-2008
"I am not buying the story as an investment. I am more in the camp of Goldman Sachs (GS) of worldwide slowing growth. But if the theory is refuted for a couple of days, I think those are the best place to go."-- Jim Cramer

-
HON
Honeywell Intl In - $39.60
- -0.43%
- $39.74
If you really think the world's economy is as strong as IBM (IBM) indicates, you can buy the darned industrials like Honeywell (HON) and United Technologies (UTX).

-
UTX
United Tech - $67.26
- -1.31%
- $68.05
If you really think the world's economy is as strong as IBM (IBM) indicates, you can buy the darned industrials like Honeywell (HON) and United Technologies (UTX).

-
DD
Du Pont E I De Ne - $34.83
- -1.55%
- $35.38
How about DuPont (DD)? That just reported a good quarter and it would seem that it could get better as international and ag grow.

-
ACN
Accenture Plc. - $41.88
- -0.36%
- $41.93
Accenture (ACN) has many of the growth characteristics that IBM has, too.

-
RIO
Rio - $0.00
- N/A
- $N/A
And of course, if you think things are really that strong, you can buy a CVRD (RIO) or a Freeport (FCX), both of which could be the places to go. (They should follow BHP (BHP).

-
FCX
Freeport Mcmoran - $83.80
- -1.62%
- $84.65
And of course, if you think things are really that strong, you can buy a CVRD (RIO) or a Freeport (FCX), both of which could be the places to go. (They should follow BHP (BHP).

-
BHP
Bhp Billiton Limi - $77.13
- -0.99%
- $78.01
And of course, if you think things are really that strong, you can buy a CVRD (RIO) or a Freeport (FCX), both of which could be the places to go. (They should follow BHP (BHP).
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