We favour U.S. equities but still have a very negative view on the U.S. economy and we feel that this economic crisis will take longer to resolve than what policymakers are hoping for. We are looking to names that are fundamentally sound and have a better opportunity for outperforming during this cycle. We have also added to names that were already in our portfolio, some of which include Bank of America and Las Vegas Sands. This is consistent with our Shunned Stocks strategy.
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Yorkville Perspective - August 22, 2011
We favour U.S. equities but still have a very negative view on the U.S. economy and we feel that this economic crisis will take longer to resolve than what policymakers are hoping for. We are looking to names that are fundamentally sound and have a better opportunity for outperforming during this cycle. We have also added to names that were already in our portfolio, some of which include Bank of America and Las Vegas Sands. This is consistent with our Shunned Stocks strategy.