henrysalt

AFL, FFH, and MKL. Lots of room to run on all of them.

https://www.cnbc.com/2020/08/24/salesforce-amgen-and-honeywell-added-to-dow-in-major-shakeup-to-the-average.html RTX booted out of Dow.

Would be nice to pick up WFC at it's pre-QE2 price of $23 and change if that happens. Moody's Puts BofA, Wells Fargo And Citi On Downgrade Review: Cites Risk Of No Government Support, Mortgage Exposure As Risks http://www.zerohedge.com/article/moodys-puts-bofa-wells-fargo-and-citi-downgrade-review-cites-risk-no-government-support-mort?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

Can you please post a link to the recent value investor speech you refer to in your post? Thanks!

Just wanted to bump this thread as earnings season approaches. The market seems to be pricing these companies as though they are in permanent decline with P/E's in the high single to low double digits(even lower if you strip out cash).

Good article and presentations: http://www.ritholtz.com/blog/2011/02/more-facts-about-muniland/