[What are you buying today?]

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

[What are you buying today?]

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.

[WFC]

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

 

 

 

 

[JNJ - Synthes arbitrage]

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

 

Thanks!

[Large Cap Tech (The Future Co.)]

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).

[Dismissing Buffett Not Typically a Good Idea!]

Good article and presentations:

 

http://www.ritholtz.com/blog/2011/02/more-facts-about-muniland/