Vitus? We think we are in a very stealth and selective bull market. Lots of gut-wrenching pullbacks ahead. The one thing which has changed for Vitus is that for the first time in our lives we are buying tech - modestly (stealthily; selectively). These days it's a widely stated but not widely acted upon meme that the 90's-era tech world is the new value world. Apple yielding 2.3%; Cisco yielding 2.6%, Msft yielding 3.4%. Qcom 1.51%, Orcl 0.7% Whoda thunk?
As we say, fyi.
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