1. Miners...I like this sector with (outside of gold stocks) my core long being BHP Billiton ahead of their non-core spin-off at the end of May. Good news then that after a terrible run the iron ore price has managed to increase every day for a whole week.
2. I write my latest Yahoo Finance Contributors column on Google and why the free cash flow level is hugely impressive...and useful. I still see upside (link here).
3. Amazon also had hugely impressive level of free cash flow generation...and a hugely impressive share price move today too. I remain a holder here too (link here).
4. Meanwhile I go more cautious on Yum! Brands (link here).
5. And finally...have a good weekend.