Industrial stocks have started to roll over as concerns that the global macroeconomic situations are increasing.

Our major vulnerability in our buy list would be Emcor Group (EME), which has rallied 20% from its December low. Emcor was recommended near the overall market top, so the loss we have to take here is not bad on a relative basis, and it would be best to get out now in front of potential economic issues. Sell EME. I will have my new pick for March within a couple of days.