Daily Market Snapshot
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| The Market is strong. |
I recommend that you click on the following link to view an updated "Understanding the Daily Market Snapshot" pdf slide presentation. It is brief and, I believe, worthwhile.
http://www.gerritzwealthmanagement.com/wp-content/uploads/2012/01/Daily-Market-Snapshot-Slide-show-2.pdf
Our recently added positions in fertilizer stocks (CF, MOS ) and energy stocks (cog, cvx,xom,glng, xle) are beginning to come on strong.
Other areas that are doing well for us are the regional banks (kre) and semi-conductors (soxx).
Additionally, our shift away from defensive issues has been the right move. I will continue to shed some of these weak sisters.
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