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 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 …