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Erik M.C. Peterson's Wall
Chris Lau Admin
Nice return. i started a short on $TLT on this: http://finance.yahoo.com/blogs/daily-ticker/pimco-bill-gross-qe3-inflation-muted-growth-way-115229488.html
on $STD
Ratings across 31 analysts (target is 14 or so) http://www.marketwatch.com/investing/stock/STD/analystestimates?subview=ratings
Ratings across 31 analysts (target is 14 or so) http://www.marketwatch.com/investing/stock/STD/analystestimates?subview=ratings
You should consider $DB and $CS as an alternative to $MFG. The European Central Bank is going to resolve Europe's problems. Other than the banking stock, I applaud your portfolio for being forward thinking (I.e. Love $CSCO, $INTC, $LLY, $STD and $SSL)
Covered the short, much like the rest of Wallstreet. I think we need to sell off further, hoping on QE3 is a hailmary pass IMO

