Profitable growth may be tough as Cisco invests in new growth opportunites.
Savers are losing about $165 billion a year.
Deflation fears now trump the Fed's stimulus policy in the markets.
Lower natural gas prices will improve the competitiveness of US industry.
Pier 1 Imports and Royal Gold deserve serious looks in this market climate.
We did some housecleaning in the Health Care portfolio.
We're currently content with our mix of VIX hedging holdings.
The Fed's easy money policies will prevent a recession.
Here's a breakdown of my portfolio changes in October.