Finding Value in Industrial Stocks
If you believe the U.S. economy is slowly but surely improving, then these economically sensitive industrial goods stocks could be very profitable at this time in the cycle.
By Guest Column Kent Lucas—— Bio and Archives--March 23, 2010
American Politics, News | Comments | Back To Full Article
"They [the Federal Reserve] want to see how the tug of war between the cyclical tailwinds and the structural headwinds plays out..." -- Pimco CEO Mohamed El-Erian
In a matter of months, from an investing perspective, the world has turned into a dangerous place and the U.S. is now looking like a safer place to invest. And not so long ago, the outlook for the U.S. (and the dollar) was much more scrutinized. Although there are still many attractive global opportunities, for the time being U.S. stocks are being viewed as a relatively safe asset class to be invested in.
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