That means the ability to buy so many companies that are overseas-oriented: Intel (INTC), Microsoft (MSFT), Cisco (CSCO), Johnson & Johnson (JNJ), Caterpillar (CAT), 3M (MMM), United Tech (UTX), Boeing (BA), Hewlett-Packard (HPQ), McDonald's (MCD), Alcoa (AA), IBM (IBM), Procter (PG), Coke (KO), Merck (MRK) and Pfizer (PFE), just to give you the Dow stocks that are weighted perfectly for the overseas turn.

United Technologies (UTX) and 3M (MMM) go head to head against so many companies that have wares getting more and more expensive.

I like a market up on weak-dollar job-cutters as much as anyone and am gratified to see 3M (MMM) and United Tech (UTX) ramping.

BUY

The big Dow stock 3M (MMM) is not just saying that things are getting better; it is showing that business is very strong.

Money managers view 3M as “the ideal proxy for any rebound,” Cramer says. And it will be the first thing they buy when the recovery is at hand. “You want to be in it ahead of the stampede of big-money investors.” In the meantime, enjoy the dividend payout.

cutting edge tech

diversified. dividend

This reversal seems to have some oomph to it, and I wonder how much of it is simply the desire of fund managers to move their stocks up. I bet it is, so I would take some Apple (AAPL) here and some Google (GOOG), and I like 3M (MMM) and Bank of America (BAC) here as stocks that are up nicely that can be propelled well.

"To which I say, live by the Chinese sword, buy by the Chinese sword. On days like today I hope the futures take Procter (PG) and Altria (MO) down -- two companies with little and no exposure in China. I have to see if Union Pacific (UNP) will let me back in, or maybe 3M (MMM). No hope that Freeport (FCX) will ever get back to where I want it." "Buy the China Selloff," Aug. 31, 2009

Company moving in the wrong direction

Growth potential. Dissapointing so far.

conglomerate miss

Searching for management.

Industrial stalwart.