Putin will determine the next 3%, not Yellen.
We will buy SunTrust and American Express.
The market capitalization is simply too small for the opportunity.
Vale took a step towards extending the world's largest iron ore mine.
We're adding to Eaton and Bank of America below our cost basis.
We are buyers on weakness.
GE may be close to selling its appliances division while also ramping up its aircraft engine production.
Consider the number of negatives that have surfaced in the past 24 hours.
This healthy development wipes Microsoft's slate clean, and allows the new team to execute on mobile and cloud.
These two data points are positive for Eaton, United Tech, Stanley Black & Decker and Johnson Controls.