Billy Ford

2009 Dogs of the Dow

Great story. I wouldnt expect any theory to work when you have companies such as GM and C losing their balance on the edge of a cliff. I like most of those companies that you have listed there, but I still think that you have to be cautious with BAC and JP...They seem to be in ok shape, but I will be surprised if the financial sector has seen its worst days. They are relatively cheap looking forward, but you have to wonder will they be able to get back to where they were without as much leverage as before