Good morning everyone. My name is Dave MacDougall and I am an investment analyst
with TheStreet.com and I will be here all day to help answer your questions. The
market had a bit of a setback yesterday but futures are looking up today.
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It seems like every move is exaggerated at this point. I love industrials and
basic materials in the long term; eventually China, India and other developing
countries will need to start building again to support their growth. Short term,
who knows. These corrections make timing crucial. Stocks like AAON and DHR are
worth a look I think.
Mornin' Dave,
What are your thoughts on the industrials and basic material stocks...
especially the ones that have retraced over 50% from their recent highs? I agree
with most that they ran up much too fast, but now I'm starting to think we've
over-reacted to the downside. Thoughts?
Randy
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