Replies to post #127 on The Global Demographic Tailwind

[n4807g]

I like MMM going forward, as you've posted.

[north40000]

Should Congress appropriate funds for nationwide high-speed rail build_out, per recent Obama/Biden speeches extolling that build-out[job creation too], one would think that would raise CAT's guidance considerably.

[gym gravity]

AYSI is a position I have traded once around a core. It just occured to me to bring some attention to it here, as mining is relevant for growth in China.

They are a bare bones company that makes ultra strong plates for ultra heavy duty dump truck liners, shovel buckets for diggers, and blades for bulldozers.

They maybe a target for a company like CAT, or they may thrive on the growth they get from building out additional mills.

Plus the chart looks great. year long cup and handle. I was lucky, my luckiest buy was adding to a long term position, yesterday, aysi at 2.55.

http://finance.yahoo.com/news/Alloy-Steel-International-Inc-iw-200926399.html?x=0&.v=1
http://finance.yahoo.com/news/Arcoplate-Field-Trials-iw-15854317.html?x=0&.v=1