Is There Safety in Size? - Securities Finance Daily Report - 19 August 2010

A current investment theme is that large companies can use their huge balance sheets to strengthen their position within their marketplace thereby providing a safe haven for investors. Such firms have spare money to fund issues that some cannot in the form of regulatory changes, pension deficits, lawsuits, union battles etc. Is anyone cynical of this view? Has this view become too crowded and what is the impact of the Dodd/Frank Bill?

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