Topics covered: Worsening Commercial Construction Segment, Resurrected M&A Scene, Promising Demand From Upcoming Public Water Projects, Priced-In Optimism, Opportunity In Agricultural Equipment, Expanding International Markets Fueled By Weak Dollar, Disappointing Lift From U.S. Stimulus Package, Bullish 2010 Outlook, Boost To Storable Commodities From Greater-Than-Expected Inflation