101.   Four big cyclical stocks and components of the Dow industrials were responsible for almost half of the slump in the average.

102.   Great Lakes has been climbing with other cyclical stocks, because greater economic growth could trigger stronger demand from manufacturers for chemicals.

103.   Great Lakes and other so-called cyclical stocks rose because economic growth triggers higher demand from manufacturers for chemicals, steel and other materials.

104.   He has been moving away from cyclical stocks, which do well in times of rapid economic growth, and into gambling stocks, like Aztar.

105.   He argues that individual investors considering a bet on cyclical stocks might do well instead to consider traditional growth stocks like American Home Products and Gillette as long-term holdings.

106.   He has not abandoned the cyclical stocks altogether.

107.   He said Norwich prefers cyclical stocks, or companies whose earnings tend to swing most with the economy, in anticipation of a pick-up in the economy.

108.   He thinks recent increases in commodity prices foretell a strengthening economy, and that cyclical stocks, which have been relatively weak lately, will rebound.

109.   He just likes cyclical stocks better.

110.   If you were way overweighted in consumer cyclical stocks and in retailers, reduce your allocation there.