Applied Industrial Technologies ($AIT) - Distributes products for the maintenance and repair of machinery and equipment in numerous industries. A play on increased manufacturing and longer lives of machines; 2.1% dividend yield.
Gulfmarket Offshore ($GLF) - Provides offshore marine services to oil and natural gas companies; PEG = 0.31.
iShares Retail REIT ETF ($RTL) - Basket of REITs that mainly own retail properties; 3.6% dividend yield.
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