#SP500 and #TSX #industrials down 10.6% YTD. Not all names are losers: Cargojet $CJT, Waste Connections $WCN, and $AND Andlauer Health holding up. Could there be value in $CHR Chorus (-65%), Bombardies $BBD.B (-75%) and names like Linamar $LNR down 22%? Rotation to cyclical... https://t.co/CBPbAhLzR3