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  • Inflation Protection: What's Working, What's Not [View article]
    Inflation would be the logical assumption, but we have zero chance of rising wages for who knows how long. We are still deflating, and I guess it doesn't hurt to have some inflation protection, but I just don't think that is going to be a problem for a while. I do think high quality, high yielding stocks make sense. I have thought about buying MO, but I just can't bring myself to own it and health care. I just see a contradiction there.
    Aug 18 13:51 pm |Rating: +3 -2 |Link to Comment
  • Weekly Street Sentiment: Sometimes the Trend Is Not Your Friend [View article]
    Cetin, I don't think your ideas here are compatible with your oft-stated view that the market is making a V-bottom and is going straight up. I don't think the market can do that without the sectors you say to avoid--and with a weak dollar.
    Apr 01 16:04 pm |Rating: +2 -1 |Link to Comment
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