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February 7, 2012 Minutes
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Feb 1, 2012 Minutes
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October 4, 2011
Today in Class: The layout of the Fall 2011 Newsletter was discussed and the publish date was set for November 1, 2011. Sector Reports Healthcare (Holdings: CELG, TEVA, BMY) - BMY and CELG …
Industrial Sector Update
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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