The market action has been fairly quiet as we navigate through earnings season. Most investors appear to be a little cautious at this juncture, and I'd classify myself as "cautiously optimistic." I'll continue to pick away at stocks I like if they pull back.
Brookfield appears ready to enter the contest for General Growth Properties. Shareholders of GGP are enjoying this, as we can sit back and wait while this gets sorted out. Things continue to look good here.
Bloomberg had a story out about ABB today. Nothing too new in there, but a nice overview of their businesses and demographics.
Disclosure: Long GGWPQ, ABB.