The market continues to chug ahead, and while stocks are eventually going to pull back for more than just a day or two (no market goes straight up, or straight down, for long), there’s little doubt that the bulls are in control. Indeed, it’s looking more and more like we’re in the early stages of an honest-to-goodness bull market! Now, it’s a matter of making money, and on that front, we’re thrilled to see many leading stocks lift off in the past couple of weeks. (Many of them took flight following great earnings.) We’ve added a couple of new names this week -- including one that’s serving as big a mass market as there is ... see page 5 -- and look forward to adding more new stocks in the future. From here on, it’s a matter of getting rid of losers, holding on to winners (and even buying more at opportune times) and striving to get into a more fully invested position. As always, we’ll let you know if we have any changes. Right now, open up this week’s Letter for all our thoughts and recommendations.
