Seeking Blue Revisit

We developed an investment thesis based on the discounted cash flow valuations of some of the most credit worthy companies in the S&P 500.  All of them blue chips, trading at substantial…


Analysis: Next Intel CEO to guide new business, maybe Apple deal | Reuters

I've been talking about this so long as to be amazed that it hasn't happened yet.  At the depressed levels INTC is trading at, this would be bullish although an admission that they aren't the…


What really happened today

Once the dust settles, pundits and analysts will begin to start calculating what we've been telling you all along.  Many, many blue chip stocks are dirt cheap based on discounted cash flow analysis…