The market remains on solid footing--all our market timing indicators are clearly bullish, and about the only thing to worry about ... is that few investors are worried. Thus, short-term, it’s certainly possible a few potholes could be ahead. But as we’ve written in recent days, that is the picture of the trees; the forest (longer-term view) is solidly bullish, and that’s why you should remain heavily bullish. If anything, you should be looking to use any weakness as a chance to add great stocks. In tonight’s Letter, we don’t have any changes in the Model Portfolio, but we do go in depth on one firm’s recent earnings report on page 5. We also write about managing your portfolio (top of page 2, and bottom of page 5), and give our usual few new ideas on page 4. All told, it’s been great to be bullish, and our indicators point to more good times in the weeks ahead. Get all our thoughts and comments inside tonight’s Letter.
