The right to organize unions in an easier way has probably stirred disorder amongst the unionless.
http://www.washingtontimes.com/news/2008/nov/20/unions-sure-organizing-bill-will-pass/
That would mean to me:
Long X/ Short NUE
Long KR/ Short WMT
If that is the case WMT will be in the teens by the time this is over. Nucor in the 70s made its name besides being a mini mill as the no union success story. US Steel just renewed its union agreement, AKS is cheaper, but has not historically had good union relationships. Kroger just worked out its union issues.
That would also mean Honda and Toyota are untouchable due to their unionless laborers.
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