It’s been a volatile-but-encouraging two weeks, with the market blasting off late in June before pulling back some this week. The good news is that our market timing indicators have given a green light, and we’ve begun to come off the sidelines by adding three new stocks to the Model Portfolio. We still have 35% cash on the sideline, but we’re thinking that the big upmove a couple of weeks ago could be a “blast-off” of sorts; we provide some details of that on page 5 of this issue. We review all of our stocks, as well as a few newer names, on page 4. Bottom line: After nearly five months of choppy, up-and-down action, it appears that the market is finally turning the corner. Open up tonight’s issue for all our latest insights.
