Holdings: GE, FSTR, UPS Industrials has been under-performing the S&P 500 since mid-summer. We feel this slowdown is temporary and expect a positive long-term trend by Q2 2012. Until …
Fall Information Technology Sector Update
Current Holdings: EBAY, IBM We have identified that there are many opportunities outside our current holdings but because spending in this sector depends on the global economy we feel this is not …
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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 …
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 …
Fall Telecoms Sector Update
Holdings: VZ The major news in this sector is the possible AT&T merger with T-Mobile. We do not feel that it will occur because the created company would possibly violate antitrust laws and …