Monday, February 25, 2013

Big move today.  Europe biting us again perhaps?  Certainly the move in bonds would corroborate a flight to safety.

My options are helping eased the pain a little bit, but pain is unavoidable on a day like today.  I do not have any particularly good ideas here, other than the standard which is decide whether anything has substantially changed - I do not think so - and then if not then hold the course.  Hopefully you still have some dry powder and can use this opportunity to purchase something that you feel is cheap.

I like KO, PG, GE, KMI, AAPL

VVR is at a huge premium and I missed that.  I still like the theme, but I would not buy any at this level.


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