Another Roller Coaster Week on the Coronavirus Train- Insider Buying is Picking Up

The headlines don't stop. Most of them scary and getting worse by the day. That didn't stop insiders from buying falling knives but not in the quantity I'm looking for to mark the all clear.  The…


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…


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…


Blue Chip Is The New Alpha - Seeking Alpha

We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell.  We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author,…


Weekend Reading Links

The weekend is always a great time to catch up on some of the week's reading you missed... Markets have gotten conditioned to central bankers flooding the market with money every time something…