Tuesday, December 1, 2009

A Few Obvious Reactions

Institutional Buyers Of Bank And Thrift Stocks - The Gold Book















Get out of all of those bank stocks that were bought for dividend (as soon as you can break even on them). They slashed your payouts to nil. I think GE will be fine (very long term) with a dividend increase. Don't press your profit on DD (TAKE IT NOW!) Russia will be hot for awhile yet. I always like defensive tobacco (with an advancing high-yield dividend). People will have their cigs.

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