Flip a coin or do your homework.
I added a third tier to my building of this position yesterday; one more to go. The third quarter lost revenue due to lack of emerging market growth, but look what's happening now, emerging markets are coming back. Personally I don't care what Buffett or anyone else does, sometimes a deal is a deal, if you're long term. Last year it was VOD @25.25 with a 7% yield plus 40% appreciation in less than 12 months; next years stock on sale will be.....???
Well, the sale didn't last very long, but it's not that often you get to buy way oversold value.
IBM is still on the cheap side here, but not the great sale it was recently. Didn't finish building my position, but there's probably another shock that will send the sheep scrambling. Still liking the beat up utilities though - yields heading to 5% - nice.