For Thurs:
LIFE review
VIV look again
Data storage
Review Trim, Buy and Watch
SDRL: good report on the company
ABB: wouldn't buy here, hold for now, story is still good.
VZ: could make sense for newer money, bought the ETF which has a good slug
PX: would buy here, valuation
VIV: would buy in here, HW has been selectively adding at 3%. Unicell is a competitor, but VIV has better coverage
TBT and TBF: encouraged by last week's action, but think it will pull back.
LIFE: under review, WJ holds in High Plains but struggling for a reason to continue to hold it. There are some hurdles looking at the next few quarters.
TEVA: still a hold
DS will pull telecom info if people are interested in increasing exposure to that sector. Especially in Latin Am.
EPD is merging with it's GP, more to come
Trim Report
-Change sort to YTD
-Trim report will encompass only the top 50 BBI holdings, the buy and watch lists will be removed.
Next meeting Thurs at 3 pm
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