Q: How about one more pick.

A: Sellecchia: Barnes Group [B] is a company we have known for about 20 years. Its market cap is about $750 million, and it has about $1.36 billion in annual sales from three businesses: aerospace components, industrial components and distribution. The aerospace business is a little bit smaller than the other two. What I like about this company is that if you went back to the second quarter of '08, the aerospace business had 20%-plus operating margins, the industrial business was earning 15% operating margins, and then you had the distribution business, which was earning less than 5% operating margins. If you cut across that distribution business, the North America piece was earning 10%-plus operating margins, and the international piece was losing money. But it was clear they were going to do something with that business. And, sure enough, they restructured it, primarily in the U.K. They are now in a position that whenever that business does pick up, they should be able to show a nice improvement.

brk b

industrial equip

industrial equip

industrial equip

industrial equip

industrial equip

weak dollar

solid books and steady demand for the leasing sector.

for speculation