
Should You Add to Stocks? 8/2/22
Halftime Report
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The Industrial Sector? Valmont, Rockwell, Union Pacific, Rathion?
I like the i like the ag story. I like the placement cycle on a lot of tract as. I just think, as stephani said, you've got such an economic sensitivity with caterpillar dear. So i'd say more towards agriculture, i'd stay more towards a defence. When i'm looking at the industrial sector. Michael farr, valmont is your industrial pick? Well, it's one that i've owned for a long time, scott, and i've been buying on your show for a couple of years. It's in the rig space. They're earning money, you know. And ten to 15 % earnings growth.
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