"You know what the news is-- in a minute, you're going to hear the rest of the story"- Paul Harvey

The Dynamic Growth "Weekly Briefing" can be accessed through the Newsletter portion of the website.

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.

In Monday's newsletter briefing, we sold our two oil refiners, Valero Energy (VLO) for a +16.3% gain, and Sunoco (SUN) for a +6.07% gain. Both stocks were in the Under Loved, and Under Appreciated Stock portfolio on the website.

Our rationale was simple. Both companies are losing money, and we felt that one or both would be forced to cut their dividends. In light of tighter environmental regulations, both companies are losing money. This is a repeat of what we saw during the Clinton years which lead to tighter gasoline supplies due to lack of refined goods. It's just a matter of time before the consumer is once again choking on extremely high gas prices.

Yesterday, Valero posted a $0.28/share loss in the 4th-Q09, and cut the annual dividend from $0.60/share to $0.20/share.

The real concern going forward are the eventual effects from Goldman Sachs concocted carbon credit scheme. This scheme forces companies who produce greenhouse gas to buy carbon credits if the produce carbon dioxide. This is a major expense for oil refiners, so instead of losing money they close refineries. This eventually jacks up gasoline prices.

Goldman Sachs is not alone in the rush to profit from the bogus carbon credit market. Many of the big investment banks like Barclay's, Citigroup, and Bank of America's Merrill Lynch are rushing in to get a piece of the pie.

Despite Mr. (Community Organizer) Obama's speech last night, you can clearly see, as was the case with George W. Bush, Bill Clinton, and George H.W. Bush, they don't work for you and I. These politicians, and many in congress answer to a higher power. And this higher power is not God.

Despite all the bank bashing, we believe that the financial sector is poised for a major rebound over the next 3-5 years. We are buyers of Bank of America (BAC) at current levels. We are also buyers of General Electric (GE) since the company's stock price has suffered because of its financial arm. I believe these two "Blue Chip" company's will be great stocks to own over the next decade.

On a more speculative note, I also like CitiGroup (C).