The market continues to act well, with the indexes pushing higher and growth stocks setting up to move. We still have lots of buying power in the Model Portfolio, and we’re planning on putting a good chunk of it to work as stocks we’re watching begin to lift-off. In tonight’s Letter, we tell you how to take advantage of earnings season, giving you some guidelines on buying gaps. We also review some new ideas on page 4 (including one recent IPO that’s also on our watch list) and give you our latest thoughts on our recommendations, including the two new additions last week. All in all, everything is shaping up, with 2012 off to a great start. While potholes will come, we’re optimistic the best is yet to come.
