Every industrial that is in a competitive situation -- companies like Deere (DE), Bucyrus (BUCY), Joy Global (JOYG) and Caterpillar (CAT) -- are just huge winners here.

But when you see 16% industrial growth, you know that China must be using an awful lot of power, so it will need all of the equipment it needs to get coal out of the ground -- CAT, JOYG and Bucyrus (BUCY)...

large intraday price movement

Pete Najarian said he liked the machinery space and companies such as Bucyrus (BUCY), Caterpillar (CAT) and Joy Global (JOYG).

Oil sands of Canada

Or I’d look downstream at mining equipment makers such as Bucyrus (BUCY) and JoyGlobal (JOYG). Although both stocks have already run the P/E levels look cheap to me. - Pete Najarian

CAT is like a bunch of companies, including Joy Global (JOYG) and Eaton (ETN) and United Technologies (UTX), that give people exposure to the obvious turning in the world's economy -- obvious to everyone except just about everyone on this site. The strength in Eaton alone shows you how much the market will embrace anything positive here. The reaction to a simple upgrade of Joy Global by RBS shows you the intensity of the animal spirits.

infastructure

Minerals? Not only are they flying but anything that helps get them out of the ground is roaring. See Joy Global (JOYG), Freeport (FCX), Vale (VALE), BHP (BHP), Bucyrus (BUCY), Caterpillar (CAT).

Our coal companies are so strong I am beginning to believe that not only are tariffs not going to hurt us, but it looks like Joy Global (JOYG) and Bucyrus (BUCY) just got some big orders or something.

I've owned this a couple of times when the market was up...and still couldn't make money. They need to hire some finance people that can forecast.

looks like good company

From Barron's 7-30-07:

"Atlantic Investment Management lowered its position to 5.2 million shares (4.8%) from the 5.7 million (5.2%) it reported owning in March."

IT killed me!!! down 14% since i bought it this bitch!