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 Interna - $35.19
- 0.00%
- $35.31
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 Technologi - $55.58
- 0.00%
- $55.21
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 - $30.05
- +0.50%
- $29.95
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 Ltd. - $31.22
- 0.00%
- $31.32
Accenture (ACN) has many of the growth characteristics that IBM has, too.

-
RIO
Companhia Vale Do - $17.42
- 0.00%
- $16.55
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 - $56.88
- 0.00%
- $57.70
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 Ltd. - $60.08
- 0.00%
- $59.69
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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A. commodities also down across the board.
i think guidance will be the real market
mover, cause i think we only have q3
left for peoples patience to run out.
mike
A. The only one I own : SLX,
too hard pick a winner out all of them
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