Super Blues

The top market caps are C, PFE, MSFT, GE, DOW, CVX and a handful of others..they are too cheap relative to the broad market and are showing strong relative performance. They have AAA credit, High ROE's and and are at or below market pe's...they need to be bought. The also have the best managements. The money chasing the private equities will under perform in the next 5 years relative to the big blues.

If we are wrong the blues will out perform a correcting market!

Barkly misses his master on vacation:(