I am long PLOW and TTC, also Compass Minerals is big in the salt biz as is Dow Chemical..being from Buffalo (I am)must be why I have an affinity to the plows that kept that city running. Cheers! And next time tell us what the overvalued sectors are right now..

Hi Brett..what a great article..agree on the sector..but consider WAB NFS CP UPN KSU cheers Carol

Leigh, do a podcast will ya? Cheers!

I NEVER considered LNKD to be anything remotely social or media driven. just.professionalI am LONG and expect it to continue delivering the goods

recent wage data very bullish..Fed turns up the clock?

that's the nature of biotech..suddenly everyone doesn't like the downside of great results..grow the freak up.

hey thanks for throwing cold water at the market..hard to believe we're a the high in Q1 with oil and the dollar and the weather impacting it..going forward it looks like it's only the dollar messing things up..wage growth, Fed on hold, extra gas money going elsewhere, and a seasonally stronger housing market now til fall begs the question.if cos revised downward, there's a good chance they'll beat. I think we rally into the end of year..and history is on my side.

and? what's your take mr biotech? surely you have one..

You still post on Valueforum I see.I used to be a member..remember Thimble? That was me..cheers

BRX by a nose..I did a CAGR