We maintain a long-term position in chip foundries.

CNN: Money & Investing

Over the next few years, I suspect a large number of cash-rich gorillas will be emerging from the mist, becoming pivotal long-term holdings for blue-chip investors.

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However, the long-term prospects for growth in chip-making look unpromising.

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"We believe Facebook's virtual ownership of the social graph, strong competitive moat, and unwavering focus on the user experience position the company to significantly improve monetization over time and to become an enduring, blue-chip company built for the long term, " J.

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For instance, a number of high quality, blue chip stocks sport dividend yields comparable to long-term bonds AND they are selling at their best valuation levels in 20 years.

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