The market has been taken over by the bears in September, driving the indexes lower in big volume, and keeping our market timing indicators negative. We’ve reacted by selling two stocks -- including big winner First Solar, which we write more about on pages 2 and 5 -- and are sitting in an unusually defensive position, with just one stock in the Model Portfolio. We’re happy to be avoiding much of this market mayhem, but we’re also not getting overly bearish. Instead, we’re working hard to uncover the leaders of the next advance, and you can get all our best ideas from our updated Watch List on page 3, as well as some new ideas on page 4.
