The Dynamic Growth "Weekly Briefing" was posted to the Newsletter portion of the website today.
To access the "Weekly Briefing", go to the "Newsletter" link at the top of the page and sign in by establishing your own username and password.
Here are a few comments from this weeks Newsletter Briefing.
Bringing up the rear!
This is exactly what our Under Loved, and Under Appreciated Stock List has been doing lately. As of last Thursday, the 11 stocks listed on our Under Loved, and Under Appreciated Stock List is up an average of 15.73% since November 24, 2009. Most investors hope to achieve results like this in a year, (Our list has been in existence for a little over a month) we feel their is much more upside to this group in the years ahead.
The Top 10 Fidelity Sector Fund Portfolio is handily beating the market, but the Top 10 ETF portfolio seems to be lagging behind. We are investigating the anomaly since both portfolios have similar holdings. We are looking into the possibility that hedge fund managers could be buying the actual stocks in similar sectors while shorting the ETF. If this is the case, we will need to make some adjustments to the ETF portfolio.
For the week, the ETF portfolio was up +.545%, while the Fidelity Sector Fund Portfolio was up +3.62%.
For the week, DJIA was up +1.82%, while the S&P was up +2.68%.
The DJIA gained 190 points (+1.8%), despite news over Friday's disappointing jobs report. The S&P 500 hit a new 52-week high. The NASDAQ struggled later in the week after recording a new recovery high as Apple (AAPL), Research in Motion (RIMM), and Google (GOOG) saw some profit taking.
On my radar screen, it looked as if traders were skimming some froth off the techs, and repositioning the assets into the financials.
