Q: Hi Peter:
As a group, large US industrials such as Cummins, Cat etc. are lagging well below what many of your picks have been doing. Considering current economic conditions would you comntinue holding this group or move on. I feel at their current value there is no way to go but up.
Thank you so much
brian
As a group, large US industrials such as Cummins, Cat etc. are lagging well below what many of your picks have been doing. Considering current economic conditions would you comntinue holding this group or move on. I feel at their current value there is no way to go but up.
Thank you so much
brian
