This is an industry that is seeing better returns on capital deployed. This company held off on taking fibre to the home, which has been more profitable for them.
Agriculture. Great consolidation and has broken out to the upside with increased estimates on the street. This company is a leading the group, both from a technical and fundamental standpoint.
Stocks that under perform in a bull market tend to under perform more in a bear market. They have a decelerating growth rate. Expect there will be sales reduction over the next year.
The chemicals group is performing well. There was a pretty good pullback the early part of this year but the methanol space is getting a little bit better. Cyclical area.
