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And spending the consumer wants reliability and the consumer will pay for it thats the lesson of the icr, the big consumer conference i spent all day learning from. A day where the dow gained 150 points, s p climbed 0. 13 and prices were higher earlier today. So many retailers are suddenly doing so well from kohls to childrens place to restaurants like darden. Remember, they are owned by olive garden and then end up with a winner, of course, it is never that easy i think its worth focusing on the consumer side. At least for now even as many of the big gains in the market are coming from what we call the capital good, companies that benefit from the global, not domestic but Global Economic expansion look, ive been recommending boeing for 240 points. Im not whacking away. In fact i think this 318 stock could easily go to 400 bucks caterpillar will be huge, accounting changes in the new tax code and thats not baked into the stock as much as they try to do so united technology, honeywell,

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