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…
What really happened today
Once the dust settles, pundits and analysts will begin to start calculating what we've been telling you all along. Many, many blue chip stocks are dirt cheap based on discounted cash flow analysis…
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,…