Why I bought MMM today:1) ROE consistently in the 25-35% range2) Profit margins consistently in the 12-16% range3) They have a long history of innovation4) Everyone has post-it notes & scotch tape5) Their balance sheet is fairly solid (I counted 12B… More
Near-term pan on large U.S. multi-nationals as they face headwinds of a strengthening dollar making overseas profits less valuable. Also using these pans to measure any sort of expected near-term pullback to also find entry points for my "source of… More