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Growth Investor
Helping Investors Build Wealth Since 1970

Leaders Are Strong, But …

The market continues to be a challenge, as stocks have been hit hard the past couple of sessions, putting our Cabot Tides back on the fence. For now, most leading stocks remain in uptrends, so we’re sticking with a few buy ratings in the Model Portfolio. But the next few days should be important. Looking further out, we continue to believe that the market is set to run meaningfully higher sometime into 2011 (the four-year cycle, written about on page 5 of the last Letter). One “group” that might help lead that advance--whenever it truly gains steam--is emerging market stocks, which are showing signs of life after 10 months of consolidation. See page 5 for more on this subject. We also provide a few intriguing ideas on page 4 (most held up well despite today’s carnage), and give all our latest thoughts on our Model Portfolio stocks on pages 2 and 3. So don’t delay -- open up the issue for all the details.