A. Very strong return metrics B. The Japanese monetary stimulus C. """"""""""""movement in to using more coal to produce electricity D. A relatively tame inflation number in China E. G.E's purchase of Lufkin F. The small dividend which could be increased H. the value metrics. S&P values it at over $90. I. This is a good time for
cyclical and material related stocks. J. We are also involved in tar sands extraction. K. Some reflation is desiredby most central banks.
I will continue buying every time that bargains show up.
You are fighting the Fed, and most central banks.