Blue Chip Is The New Alpha - Seeking Alpha
We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell. We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author,…
Microsoft has a chance now that Steve Jobs is gone
This article got me thinking about just how good a value Microsoft is. I don't need Business Insider telling me that but Henry Blodget is the man on fire today, on the cover of the WSJ, and he's…
CNBC Trader Talk Blog — Pisani: Market Is Having a Very Good Year...Really! — CNBC.com Market News - CNBC
I saw Bob Pisani on CNBC today and he said something very cogent and I thought relevant. I have outperformed the S&P 500 every year since 2001. Our Fund is having a decent year but it's been…
The Best Advice From The Worlds Greatest Investors - Business Insider
The Best Advice From The Most Brilliant Investors In History Max Nisen | Jul. 26, 2012, 12:17 PM | 57,747 | Theres a bewildering amount of advice on how to invest. People divide into camps, schools…
Quote of the Day
"The ongoing European crisis presents the biggest risk to our economy," Treasury Secretary Timothy Geithner said in congressional testimony Wednesday. "The economic recession in Europe is hurting…
For Cities, Default Becomes More Attractive - WSJ.com
Muni Blues Worry InvestorsGrowing Fear That Cities Will Default—Not Out of Necessity but as a StrategyArticleComments 56MORE IN BUSINESS »smallerLargerBy MICHAEL CORKERYSome cash-strapped U.S. cities…
Quote of the Day
A “meaningful deleveraging for an extended period of time” is now priced into the market, Bridgewater said. With this pricing at a “midpoint of discounted expectations,” individual markets have an…
Investors head for ‘big cap’ America - FT.com
We've been saying for some time now how undervalued some NOT all big blue chip stocks are based on ultra-low interest rate assumptions. Investors head for ‘big cap’ America By Michael Mackenzie and…
Buy Dividend-Machine BlackRock at a Discount - Barrons.com
This is currently one of the strategies our Fund is deploying. We actually have a very small position like this in BlackRock so we thought this article might be usefull for our readers. …
Israelis Killed in Bulgaria Blast as Netanyahu Blames Iran - Bloomberg
Israelis Killed In Bulgaria Blast As Netanyahu Blames IranBy Elizabeth Konstantinova and Calev Ben-David - Jul 18, 2012 1:43 PM MTFacebook ShareLinkedInGoogle +15 COMMENTSPrintQUEUEQSix people were…