a rough day for Fulton Associates

(hi from San diego!)
Well SLB and LuLu had a pretty bad day (week?), dropping more than the market. I still believe strongly in LuLu but a high beta stock is somewhat challenging in a down market. I think the challenge is to evaluate whether the drop is a buy opportunity in emerging or commodity markets? So this comes down to how much those markets are decoupled from the US economy. No one knows for sure so let's make our analysis and try to invest wisely based on our consensus.