We will not meet on Thursday, December 30. Our next meeting is January 3, 2011 at 10:00 AM.
MSFT bought in MB and Ellen’s accounts as a fill in
MB is interested in the Dogs of the Dow
Income ETF’s: Ellen sent around some information last week about actively managed income ETF’s. Short trading history, but these are run by PIMCO and could be worth looking at. MINT, 0-3 yrs, 1% yield and MUNI, 0-3 yrs, 2.3% yield. This could be a good alternative for some of our clients, especially as we go into next year.
Paper companies: Weyerhaeuser (WY) recently converted to a REIT. Maisa is a sustainable paper play currently in the Highwater Universe (Not the Fund)
Gold and Silver versus miners and other industrials: Discussion about the asset and comparing it to owning industrials and miners. Overall, agree that it is a good asset to have in client accounts, but need to continue to discuss the level to hold and whether a bubble is building as more and more investors pile in.
Other industrial names to consider: Vulcan Materials, Heidelberg Cement (trades on the German Exchange)
Baldwin Brothers
Polly Talbott
204 Spring St, Marion, MA 02738
Ph (508) 748-0800
Facsimile (508) 748-0806
www.baldwinbrothersinc.com
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