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TheDumbMoney (76.38)

February 2011



Why I Purchased VHT

February 25, 2011 – Comments (0) | RELATED TICKERS: VHT , JNJ , ABT

I just posted this in a pitch as well.  Happy February everyone!  [more]



Doubling Up On KO Today

February 15, 2011 – Comments (7) | RELATED TICKERS: KO , PEP , SPY

I also posted this as a reply to my KO pitch.  I'll start posting my replies here in my blog from now on to indicate when I make a new purchase and why.  [more]



Ruminations of a Burning Defensive Investor

February 08, 2011 – Comments (16) | RELATED TICKERS: MSFT , ABT , TEVA

Well, where are we?  Defensive sectors like healthcare, and in particular Big Pharma, continue to underperform as we continue to participate in the Great Recession Run-Up.  I am down -20 in CAPS currently on ABT, for example.  This is a dividend aristocrat and one of the greatest companies in the world, and I think I bought at a decent price both initially, and in January.  MSFT, one of the world's greatest companies, continues to trade at a sharp discount to the S&P.  Stocks like MDT, though I don't own it, are good long-term values as well.  [more]

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