Wednesday, October 5th, 2011

Healthcare Update

SMIF Holdings: CELG, TEVA, BMY

BMY and CELG are both outperforming the S&P 500, yet TEVA is struggling.  Healthcare consumption has been rising every quarter in the past few years, however we see political risk present in several

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Wednesday, October 5th, 2011

Fall Utilities Sector Update

Holdings: ED

The utilities sector is more immune to market conditions than other sectors.  These companies are mostly government regulated and only susceptible to changing energy prices, but will always be in need.  They present high dividend yields and investors …

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