The two weeks since our last Letter have seen tremendous volatility and worrisome headlines. But we’re keeping our eyes and attention where they need to be -- on the market itself. There’s a good chance that the market put in a sustainable low last week, as bearish sentiment reached a crescendo. But we need to see the bulls actually show some strength before taking action. All our market thoughts can be found on page 5. In the meantime, we’re holding plenty of cash, while honing our Watch List. In this issue, you’ll find many ideas on page 3, as well as a few off-the-radar names on page 4. Study up! Some of these names could be leaders of the next bull market, and thus, will find their way into the Model Portfolio ... when our indicators give us a green light.
