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 - $35.92
- -5.07%
- $36.44
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 - $52.65
- -4.03%
- $53.88
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 - $37.46
- -3.45%
- $38.05
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. - $34.00
- -3.38%
- $34.01
Accenture (ACN) has many of the growth characteristics that IBM has, too.

-
RIO
Companhia Vale Ad - $14.46
- -8.31%
- $13.43
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 - $43.71
- -2.56%
- $42.72
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 - $42.99
- -8.73%
- $43.91
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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