Tuesday Meeting Notes-Thursday Agenda

For Thursday

Discussion topics include

CAT

EMS (Chris)

AAPL and Technology

Valmont and Lindsay (Dylan)

Cat (John G)

Metals, Commodities, Bonds, Ag

 

Today’s Discussion:

MB and Ellen will be filling in some XOM. Discussion: Can’t go wrong buying it for the long term, there will probably be a pullback, but for filling positions, this level isn’t bad.

 

Barron’s Roundtable article was distributed.  Very interesting.  (MB has since sent out some very good quotes from it)

 

Evergreen article in the NYTimes was distributed by Ellen. 

 

We have decided to move forward on a couple of Ag names rather than go into ETF’s.

 

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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