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Good industrial, dental supply, etc. with a dividend.

He mentioned Eaton(ETN), SPX(SPW) and Danaher(DHR) but said he doesn't think they're "there" yet. "Perhaps industrials represent some value," he said.

Let's put PPG (PPG) and Danaher (DHR) in that category too. Maybe Honeywell (HON), although it has more aerospace as a percentage of business than UTX does.

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solid earnings history

I wish I had never sold CAT, as it figured out simply to not talk about the U.S. Honeywell was the same way. Danaher (DHR), too.

Danaher (DHR) was upgraded from Hold to Buy, Deutsche Bank said. Stock has lost its usual market premium, and margins can still expand despite lower organic growth. $90 price target.

doing all the right things

Mitchell Rales