Additions to Secular Trends Portfolio - Check Point Software, IBM Stake Increased (CHKP, IBM)
Following the recent sales of Pfizer (PFE), Schering (SGP), and Freeport (FCX) in the Secular Trends Portfolio (the links will take you to my coverage of all 3), the cash position in the Secular Trends Model has shot up to 15%. This is far too high for an all-equity model, and I’ve been openly adamant [...]
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Guest Post: Big Blue’s Pension Blues Spreading?
(naked capitalism, 7/9/09)
Big Blue's Pension Blues Spreading?
(naked capitalism, 7/9/09)
IBM Assumes Familiar Leadership Role
(Dividends Value, 5/1/09)
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