Seeking Alpha
  • Ocean Man
    Thinking about CAT CMI MLPL SDRL WLT right here.
    6/4/12
    Reply (7)
    • iadops40: any thoughts on TEX MTW JOY ?
      6/4/12
    • FortSumter: I'd stay away from the industrials right about now. Selling has just started imo. CNBC pumping as we speak as a by-product of growth slowing
      6/4/12
    • iadops40: fs, yeah I know, I am looking to re-enter sometime during the summer to catch the fall and winter bounce.
      6/4/12
    • eabyrd: Thoughts on DE?
      6/4/12
    • FortSumter: Interesting thought that warm winter brought forward may summer purchases and 2Q may be light for the CAT and DE manufacturers.
      6/4/12
    • FortSumter: *may=many
      6/4/12
    • Energysystems: SDRL will get to 30 then I'll add. Wouldn't be suprised if it gets to 28-29 before the next fomc meeting.
      6/4/12