I find it deeply disturbing that someone wanting to be president of the United States would talk the way he talks, use the rhetoric, the demagoguery, the bigotry and the bluster and the bullying that he has demonstrated. RITTIMAN: So, a person might get mixed messages by what your campaigns doing in Colorado. Weve seen you throttle back on TV ads here, and yet, here you are for a rally a few days after Donald Trump was here. How much are you going to have to compete for Colorado compared to other swing states? CLINTON: Well, Im going to fight very hard for Colorado. I care a lot about Colorado. I consider it a state that is helping to shape the future. I have a very high regard for your governor, who I think has been someone who understands the kinds of tough issues that states have to deal with and that I want to deal with as president. So, Im going to keep coming back to Colorado.
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Miller:The firm constructs its portfolios from the bottom up and places most of its emphasis on security selection; therefore, sector allocation becomes a product of the overall process and is not typically the main focus when constructing portfolios. We do not consider benchmark sector weightings when building the portfolio. We look for investments across all industries but tend to prefer those where companies can earn above their cost of capital through a cycle. For this reason, we have had less exposure to energy and materials over the years. We typically avoid slow-growth, capital-intensive industries where the ability to earn free cash flow is difficult. Currently, we have the greatest exposure to technology, financials, airlines, and healthcare. go to this web-siteOverall, our approach is characterized by flexibility. We always want to understand where the biggest gaps between market expectations and embedded intrinsic value exist. Our investments migrate around depending on the opportunity set the market provides. Rotonti: How do you think about valuation?
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