Hope this finds you well. What was the outcome of your due diligence on a HRS+XLS deal? The vote to merge is scheduled for this Friday, May 22nd...I've been long XLS since ITT spinoff and find myself questioning if I want to own HRS. Any advice would be appreciated. RJ
K-- did you see today's WSJ front page story about Moynihan? I thought it was somewhat flattering...Starting to re-think my opinion of BAC and agree with you that it's probably a double by '17...Will build a long-term position soon and hope that the div grows incrementally. RJ
I listened to AXP's webcast and downloaded close to 200 pages of PowerPoint and walked away convinced that AXP has a clear "spend and lend" plan for all their segments including "digital pay" -- am I missing something that "Mr. Market" knows and won't share? Any color appreciated...