Timothy Connolly CFA (@sconsetcapital) 's Twitter Profile
Timothy Connolly CFA

@sconsetcapital

I run a portfolio based on the Dogs of the Dow. I pick 2 or 3 stocks from the 11 S&P economic sectors with relatively high dividends and rebalance occasionally.

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linkhttp://blogs.cfainstitute.org/insideinvesting/author/timothyconnolly/ calendar_today16-08-2009 19:16:20

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The focus has turned from peak Fed to how bad will earnings get. They will get bad, but I think we have priced in a lot of that already but we may not have seen the bottom yet.