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2012 has been a great year for our clients. The Growth Portfolio is up 31% through the first quarter of the year. The more concentrated Aggressive Growth Portfolio grew 35% in Q1.

Facebook is going public in one of the most heavily anticipated IPOs since Google. Facebook’s stock symbol will be FB. Here’s my take on the stock…

Stocks went on sale last month and I used the blue-light specials to snap up some stock’s I’ve had my eye on for months. Right now the Growth Portfolio holds every stock I want except one.

Even after the 500 point drop of the Dow on Thrusday, the Growth Portfolio was still up 19% year-to-date. The reason is I’m focused on stocks, not the market. Here’s why I’m up in a down market.

We think 2011 has been about International upheaval. The truth is the market is up 5% year to date and my calculations show we could be up 20% before its said-and-done. Plus, this stock could be the next Green Mountain Coffee (GMCR).

October 13, 2011 By David Sharek
Google (GOOG) reported earnings after the market closed today. I didn’t need to look at the numbers — the stock is up and that’s the signal I need. 2011 is shaping up to be a very fine year.

September 21, 2010 By David Sharek
Mastercard (MA) expectes profit growth of more than 20% for the next three years. With a P/E of 16, this stock is undervalued and has good upside potential. Here’s when I expect MA to eclipse its all-time high.
Left: MA’s ten-year chart shows the company has growth profits consistently even through tough economic times.

September 20, 2011 By David Sharek
Stocks went on sale last month and I used the blue-light specials to snap up some stock’s I’ve had my eye on for months. Right now the Growth Portfolio holds every stock I want except one.
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