Topics covered: Resiliency To Discretionary Spending Trends, Less Risky Investment Alternative To Health Care, Improving Hardlines Business, Greater Demand For Pet-Side Testing, Forecast For Improving Pet Adoption Numbers, Competition From Big-Box Retailers
Companies covered: Titan International, Inc. (NYSE:TWI), Terex Corporation (NYSE:TEX), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), The Goodyear Tire & Rubber Company (NASDAQ:GT), Deere & Company (NYSE:DE), CNH Global NV, Caterpillar, Inc. (NYSE:CAT), AGCO Corporation (NYSE:AGCO), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetMed Express, Inc. (NASDAQ:PETS), PetSmart, Inc (NASDAQ:PETM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Fred's, Inc. (NASDAQ:FRED), VCA Inc. (NASDAQ:WOOF), Virtual Radiologic Corporation, Stericycle, Inc. (NASDAQ:SRCL), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), IPC Healthcare, Inc. (NASDAQ:IPCM), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Healthcare Services Group, Inc. (NASDAQ:HCSG), Tetra Technologies, Inc. (NYSE:TTI), Rockwood Holdings Inc., Praxair, Inc. (NYSE:PX), OM Group, Inc. (NYSE:OMG), Newpark Resources, Inc. (NYSE:NR), Nalco Holding Co., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), BP p.l.c. (NYSE:BP), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), Quaker Chemical Corporation (NYSE:KWR)
