Rules of the Game: Industrial Strength

Although consumer discretionaries were dented Thursday after disappointing retail sales data, it remains the No. 1 sector performer month to date. But as of Thursday, industrials were holding the No. 2 spot with a November gain of 1.08%.

It's sometimes a little surprising to see how various companies are classified by Standard & Poor's. Cummins (CMI), Deere (DE), Emerson Electric (EMR), Joy Global (JOY), United Technologies (UTX) -- those all make sense. But Priceline (PCLN) and Dun & Bradstreet (DNB)? Industrials seem to be a catchall sector for companies that analysts aren't quite sure where to put....431 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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