Understand, there are no guarantees. If you want to own stocks that have to do with the economy, that need the economy to be good in order to go up, you have to sell them when it slows down or you have to take pain. If you choose never to own cyclicals, then you will miss the big ups, like the ones we had in Phelps Dodge (PD:NYSE - commentary - research - Cramer's Take) or BHP Billiton (BHP:NYSE ADR - commentary - research - Cramer's Take) or Vulcan Materials (VMC:NYSE - commentary - research - Cramer's Take) or Florida Rock (FRK:NYSE - commentary - research - Cramer's Take) or Potash (POT:NYSE - commentary - research - Cramer's Take). But you can trade them