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Monday Morning Musings

Stocks are mostly lower out of the gate this morning.  Not any real catalysts.  One theory for the selling in tech stocks is big funds making room for the Alibaba IPO.  Not sure how much water that holds, but smaller growth stocks are taking it on the chin a bit so far.  But we still […]

Dunkin Donuts is a Smash in California

I have been out West the last week for client and broker meetings but primarily to attend a conference in Santa Monica. After the market close on Monday I was shocked to see that General Mills (GIS) was buying Annie’s (BNNY) in what was a huge overpayment for the organic food company. Then again, after […]

Monday Morning Musings

Markets are mixed this Monday morning as tech stocks get a boost while most other sectors trade in the red so far. Financials are also bucking the weakness a bit after Bank of America was upgraded to Buy at Goldman Sachs and is helping buoy the group. There wasn’t any big M&A news of the […]

Weekly Sector Update – ITB ($)


ITB is iShares U.S. Home Construction ETF. ITB has been on the top of the Felix list for the last couple of weeks. This week marks the first that it is out of the penalty box. It is highly rated and a current holding. Investor Take ITB has a P/E ratio of 18.74 and a yield of only 0.27% […]

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