Quiz on if You Take the Easy Way Out
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TAKE THE EASY WAY OUT!!! PowerPoint Presentation
TAKE THE EASY WAY OUT!!!
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TAKE THE EASY WAY OUT!!!
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TAKE THE EASY WAY OUT!!!
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BIGFOOT INVESTMENTS OPEN FORUM Apr 4th, 2013 WELCOME!
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AGENDA • WELCOME! • ADMIN NOTES • QUOTE OF THE DAY • OPTIMISM GAUGE • SENTIMENT/DIAGNOSTICS GAUGE - APRIL • CHARTS OF INTEREST • SO WHAT'S UP WITH: CXO ADVISORY • A CLOSER LOOK AT: CERN • DAVID'S CORNER • SWAPS AND SPREADS • LEE'S COMMENTS • QUESTIONS/COMMENTS
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"NOTES" • IF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO • HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT. • WE'LL UN-MUTE YOU ON OUR END SO YOU CAN ASK QUESTIONS. • PLEASE MUTE AUDIO FROM THE MENU ON YOUR SCREEN SO • WE DO NOT GET FEEDBACK. • THANK YOU!
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BigFoot Investments is now on Twitter, LinkedIn!
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BigFoot On LinkedIn! Don't Forget To Join Our "Group"
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Notifying You! SMS Alert System
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QUOTE OF THE DAY: If a nation expects to be ignorant and free in a state of civilization….. …it expects what never was and never will be! Thomas Jefferson
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Optimism Gauge As of: 4/4/2013
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Measuring Our Economy Last Update: 4/4/2013
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Measuring Our Economy READING AS OF: 4/4/2013 Economic Optimism Index NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral 45 65 35 75 25 85 67.7% 15 95 Current Reading Prior Reading POSITIVE AS OF: 8/17/2012
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Market Sentiment/Diagnostics As of: April 2013
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April 2013 29.4%
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Charts of Interest!
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Low Correlation! According to the Journal, the cause could be demand OR supply – If the former: bad for the economy. If the latter: could be good Source: Wall Street Journal
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The Philly Fed has a great Business Outlook Indicator that does a great job of assessing business conditions for the entire U.S. economy. Good to watch!! Linear Regression and Channel • TRACKING DATA • Weekly Claims • Monthly Payroll • Industrial Prod • Personal Income • Manufacturing/Trade • GDP Source: dShort/Philly Fed
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SPREADS IN THE NEWS Current outlook is for 0.5% growth The Cleveland Fed uses a 10-3 year yield spread to predict GDP growth for the year
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SEVEN OF MANY!! PROBLEMS IN THE U.S. LABOR FORCE
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DEFINING THE PROBLEM #1
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DEFINING THE PROBLEM #2
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DEFINING THE PROBLEM #3
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DEFINING THE PROBLEM #4 JOLTS REPORT
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DEFINING THE PROBLEM #5,6,7 TOMORROW'S MARCH EMPLOYMENT SITUATION
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APRIL PORTFOLIO INFORMATION
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GROWTH
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April 2013 Stock Picks As of March 29, 2013 - Subject to change.
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Investment Style of the Portfolio As of March 29, 2013- Subject to change.
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Beta of the Portfolio – April 2013 For a Portfolio with 100% invested in Equity – Beta of Portfolio= 0.93032 Beta of March Portfolio= 1.2104
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CHANGE IN BETA
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April 2013 Stock Picks As of March 28, 2013 - Subject to change.
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DIVIDEND
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APRIL 2013 Q1 DATA
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ETF
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SO WHAT'S UP WITH: CXO ADVISORY
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THE MARKET FORECAST – PRIOR DATA LAGGED EARNINGS AND INFLATION START POINT: 1/31/2013 – 1498.11 FORWARD EARNINGS AND INFLATION MAY 1,2013 AUG 1,2013 FORWARD EARNINGS YIELD FORWARD EARNINGS & LAGGED INFLATION Source: CXO Advisory
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LOOKING FORWARD WITH THIS FORECAST • MODEL WOULD PLACE THE S&P 500 AT: • 3 MONTH'S RANGE – 1544.55 TO 1585.00 • 6 MONTH'S RANGE – 1595.49 TO 1670.39 APRIL 1st ACTUAL: 1562.17 (START 1498.11) Source: CXO Advisory
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THE MARKET FORECAST – NEW DATA LAGGED EARNINGS AND INFLATION START POINT: 3/28/2013 – 1569.19 FORWARD EARNINGS AND INFLATION JUL 1,2013 OCT 1,2013 FORWARD EARNINGS YIELD FORWARD EARNINGS & LAGGED INFLATION Source: CXO Advisory
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LOOKING FORWARD WITH THIS FORECAST • MODEL WOULD PLACE THE S&P 500 AT: • 3 MONTH'S RANGE (Jul 1, 2013) : 1611.55 TO 1644.51 • 6 MONTH'S RANGE (Oct 1, 2013) 1655.50 TO 1715.12 Source: CXO Advisory
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A CLOSER LOOK AT: CERN
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Cerner Corporation (CERN) Cerner Corporation designs, develops, markets, installs, hosts, and supports healthcare information technology, healthcare devices, hardware, and content solutions for healthcare organizations and consumers worldwide. It offers the Cerner Millennium architecture, which combines clinical, financial, and management information systems that allows providers to access an individual's electronic health record (EHR) at the point of care, and organizes and delivers information for physicians, nurses, laboratory technicians, pharmacists, front and back-office professionals, and consumers. The company also provides the Health Intent platform, a cloud-based architectural platform for population health that is agnostic to the source EHR and captures research, evidence, and financial and operational data, as well as provides the ability to apply statistical algorithms against contextual clinical activity to recommend clinical action. In addition, it offers a range of services, including implementation and training, remote hosting, operational management services, revenue cycle services, support and maintenance, healthcare data analysis, clinical process optimization, transaction processing, employer health centers, employee wellness programs, and third party administrator services for employer-based health plans. The company serves integrated delivery networks, physician groups and networks, managed care organizations, hospitals, medical centers, reference laboratories, home health agencies, blood banks, imaging centers, pharmacies, pharmaceutical manufacturers, employers, governments, and public health organizations. Cerner Corporation was founded in 1979 and is headquartered in North Kansas City, Missouri. Source: FinViz.com, April 2013
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Cerner Corporation (CERN) POSITIVES:Satisfying "meaningful use" requirements imposed by the U.S. government are driving health-care providers to Cerner because a number of competitors are struggling to keep up with the technological requirements needed to fulfill such requirements. Possible concerns:Very large companies such as General Electric, IBM, Microsoft, and Siemens have targeted the HCIT market for growth, which could pose a competitive threat to Cerner. Source: Morningstar, April 2013
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Enters Portfolio
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ENTERS PORTFOLIO 4/1/2013 Buy 4/1/2013 @ $93.99
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Trade Data
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April 2013 Stock Picks Industry: Software As of March 28, 2013 - Subject to change.
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FINVIZ SUMMARY
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VALUE LINE
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VALUE LINE
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VALUE LINE
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