Take the gift in BUCY & JOYG

I have been touting both Bucyrus (BUCY) & Joy Global (JOYG) for the last few months. At one point I suggested taking profits after a quick run up, but now I'm back in the buying mood. It appears commodity prices will remain strong for the next three to five years and this will in turn drive demand for products made by both of these companies. Today JOYG announced second quarter earnings and a strong outlook for the future. However, the stock was only up a little more than 3%. BUCY was actually down on the day. I'm putting both of these stocks back on the buy list with a recommended price equal to today's close. For BUCY that's $67.55 and for JOYG that's $80.44.