RALLY ON
As the votes came in and the outcome of the Presidential election became clear, investors voted with their dollars. The market ripped 7.25% which was the largest election week rally in history.…
For trade…Seeking Blue Revisit
We developed an investment thesis based on the discounted cash flow valuations of some of the most credit worthy companies in the S&P 500. All of them blue chips, trading at substantial…
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,…