A manager and strategy are worthy of your consideration if they have the integrity to clearly define their strategy, then stick to it through thick and thin.
Skepticism regarding accounting practices has brought down these strong names along with the weaker.
Earnings season has started quite strong and the recent developments in Europe should keep bears in check.
Equity valuations, while still attractive, are no longer the bargain they were back in August and September.
Whether precious metals rise or fall, investors could perhaps profit from the gold/platinum ratio returning to something a little closer to normal.
The healthcare giant is one of our largest individual company positions, because it has the best combination of factors we can find for the future we envision.