One of the recent trends I have seen in the market is some of the
industrial and construction plays that have plunged with the price of
crude oil are posting much better than expected results. These stocks
are now staging impressive rallies that are only just beginning.
Given how severely and unfairly these shares were beaten up this is
not surprising. Patient value investors are being rewarded for scooping
up these cheap shares while panic engulfed everything connected to the
oil and gas industry over the past few months. (more)
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