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The stock market has rallied nicely during the past month, but stocks could go either way from here. Many analysts predict stocks will rise, while an equal number predict stocks will decline again. The stock market will continue to follow oil’s lead, which is also difficult to predict. I advise using caution while Ms. Market makes up her mind. I add four new stocks to the model today and recommend that you sell two stocks, Halliburton (HAL) and Toyota Motor (TM).