
2011 started strong, ended weak, and left us with portfolios up-slightly on the year holding stocks that should perk up in 2012.
February 23, 2012
Searching for Tomorrow's Stock Market Winners Today

2011 started strong, ended weak, and left us with portfolios up-slightly on the year holding stocks that should perk up in 2012.

Stocks are ready to go higher. We just have to get past the European financial crisis and we’ll be ready to roll. Stocks go into the 4th cheap, oversold, and ready to rally. 2013 will be the year P/Es expand.
We work on a fee basis managing stock portfolios for people, including IRAs.
|
Year |
Growth
Portfolio |
Aggressive
Growth
Portfolio |
S&P 500 |
|
2003 |
41% |
32% |
26% |
|
2004 |
9% |
8% |
9% |
|
2005 |
16% |
23% |
3% |
|
2006 |
15% |
8% |
14% |
|
2007 |
42% |
45% |
4% |
|
2008 |
-58% |
-64% |
-38% |
|
2009 |
31% |
35% |
23% |
|
2010 |
24% |
29% |
13% |
|
2011 |
2% |
6% |
0% |
|
Career
(2003-2011) |
14% |
14% |
6% |

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February 23, 2011 By David Sharek
The stock market’s been overbought since September, that’s a good reason to reduce esposure as this market could be correcting.

November 21, 2010 By David Sharek
Buffalo Wild Wings (BWLD) has formed a perfect cup-and-handle. Management just announced profit growth should be 18% in 2011. With both those things in mind, here where I think the stock will go if it breaks out.

December 6, 2010 By David Sharek
The stock market’s been up for two straight years. But just as people are comfortable again, we are about to enter a new stage of the market — a point in time where the the market will shift. Present day winners will fall and new leadership will emerge. Where should we go? The Cheat Sheet tells all.
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