Jim Margard
Jim Margard
demand emerging face growing joy
Joy does not face many competitors and demand is growing from emerging markets.
airlines cycle kick planes starting
The airlines aren't doing particularly well, but they need new jets. A new replacement cycle for planes is just starting to kick in.
area commodity cycle economic energy exposure good growth health low relatively rising stocks
It's an area with some good growth opportunities. There's relatively low exposure to economic cycle downturns in health care. And there's relatively low exposure in many of those stocks to rising commodity and energy costs.
energy investors lock might moving profits seeing tendency
We're seeing a tendency on the part of investors to lock in their energy profits right now. They're moving into other areas. But we think that might be premature.