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I'm sure you're just so tired of hearing how the economy is slowing down. Well, that's a fact. Despite the recent upward revision in the GDP numbers from 1.3% to 2%, a look below the surface shows us that investments are in fact slowing down. A large part of the GDP growth was driven by non-defense government spending and services spending.
We're also seeing manufacturing and new orders slowing down which tells us that industrials will have a tough time. But, amidst these terrible reports, I have two companies today that are interesting and bucking the trend and we're looking to go long these names here.