Donald Selkin Cyclical Quotations

Cyclical stocks should really not do well if the economy is going to slow, and you can see, look at the cyclical components of the Dow, a stock like International Paper, Du Pont, all at multi-year lows. I really don't see much there, I would avoid them.

There seems to be a little bit of shifting into some of the beaten-down cyclical stocks. They are rallying off of oversold conditions.