What's Missing in This Market   | May 10, 2013 | 10:40 AM EDT
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in this article:           Now I know why I kept Merck (MRK) and
why I didn't give up on Johnson & Johnson (JNJ). Because not
every day is going to feature a huge commodity move,
particularly when there is still tremendous commodity deflation.
You simply can't get away from the need for good yield in an era
of commodity inflation, and these stocks give it to you.  Today
is a day, by the way, where I realize what is really missing in
this market: high-yielding bank stocks. There was a time when
you would reach for a Bank of America (BAC) because it yielded a
safe 4% to 5%, or maybe even go for a lesser-quality bank and
pick up a little extra.  But we keep getting force fed into the
same drugs and foods because despite the bountiful return from
so many companies' bottom lines, it isn't like these companies
can double their dividends routinely.  For example, I was
acutely aware when I int