Seeking Alpha
  • Mercy Jimenez
    Slumping architects billings=alarm bell; tracks demand 4 machinery+building components; HON,CMI,ETN,CAT,DE,SIEGY http://reut.rs/PraCSd
    6/20/12
    Reply (7)
    • FortSumter: I'd think you'd also have to add DOV to that list.
      6/20/12
    • Mercy Jimenez: Agree FS; several other firms with exposure mentioned in article; above is a sampling.
      6/20/12
    • Bob de'Long: Alarm bell! Lancers, lancers up to the roof! Get el Zoro! Gee, Mercy, most of those make equipment that burns lots of petroleum products.
      6/20/12
    • Mercy Jimenez: I know, Bob, "construction" = one mighty big boiling pot! BTW good to hear your cheery voice this early in the am - LOL
      6/20/12
    • Hillbilly Stock Star: Framing lumber prices ticking up.
      6/20/12
    • 1980XLS-2.0: URI would be a play on such data
      6/20/12
    • Mercy Jimenez: Good point 1980; that's one I haven't played in past -- will do some digging; maybe add after Ben disappoints ?
      6/20/12