Built By Advisors For Advisors TAKE THE EASY WAY OUT!!!
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Built By Advisors For Advisors BIGFOOT INVESTMENTS OPEN FORUM
Apr 4th, 2013 WELCOME!
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Built By Advisors For Advisors AGENDA WELCOME! ADMIN NOTES
QUOTE OF THE DAY OPTIMISM GAUGE SENTIMENT/DIAGNOSTICS GAUGE - APRIL
CHARTS OF INTEREST SO WHATS UP WITH: CXO ADVISORY A CLOSER LOOK AT:
CERN DAVIDS CORNER SWAPS AND SPREADS LEES COMMENTS
QUESTIONS/COMMENTS
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Built By Advisors For Advisors IF YOU USE ANY OF OUR SLIDES,
PLEASE REMEMBER TO HAVE THEM APPROVED BY YOUR COMPLIANCE
DEPARTMENT. WELL UN-MUTE YOU ON OUR END SO YOU CAN ASK QUESTIONS.
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NOTESNOTES
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Built By Advisors For Advisors BigFoot Investments is now on
Twitter, LinkedIn!
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Built By Advisors For Advisors BigFoot On LinkedIn! Dont Forget
To Join Our Group
Slide 7
Built By Advisors For Advisors Notifying You! SMS Alert
System
Slide 8
Built By Advisors For Advisors QUOTE OF THE DAY: QUOTE OF THE
DAY: If a nation expects to be ignorant and free in a state of
civilization.. Thomas Jefferson it expects what never was and never
will be!
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Built By Advisors For Advisors Optimism Gauge As of:
4/4/2013
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IndicatorCurrent ValuePrior/Metric ValueCurrent Value St Louis
Fed Financial Stress Index -0.634-0.708(Revised)+1.0 Chicago Fed
National Act Index (3 Mon Mov Av) 0.090.28(Revised) -.50
Unemployment7.77.9 (Revised)+.50 Weekly Jobless Claims (4Wk Mov Av)
354,250343,000-.50 ECRI Weekly Index6.66.3+.50 Conf Board Leading
Indicators (NEW) 94.193.9+1.0 University of Michigan Sentiment -
Final78.6(Final Mar 2013)77.6(Final-Feb 2012)-.25 Monthly Retail
Sales (Adjusted)416,990416,070+.50 NFIB Small Business
Sentiment90.888.9-.50 ISM Manufacturing 51.3 (Expansion Line = 50)
54.2+.50 Economic Capacity Utilization79.179.3(Revised)+.50 Stock
Market Moving Averages Weekly Data Points >50-day MA/>100-Day
MA N/A +.50 S&P Case-Shiller 20 City Comp Index 146.14145.95
(Revised)+.50 Total+3.75 Last Update: 4/4/2013
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NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7%
BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral
NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7% BIAS:
MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral Economic
Optimism Index Economic Optimism Index 15 25 35 4565 75 85 95 67.7%
READING AS OF: 4/4/2013 POSITIVE AS OF: 8/17/2012 Current
ReadingPrior Reading
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Built By Advisors For Advisors Market Sentiment/Diagnostics As
of: April 2013
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Built By Advisors For Advisors SENTIMENT INDICATORS as of April
1, 2013 1. AAII Investor Survey 2. TSP Sentiment Survey 3. NAAIM
Survey of Manager Sentiment 4. CBOE Volatility Index INTERNAL
INDICATORS 5. S&P500 - 50D MA and 200D MA AND 2/10 MA 6. NYSE
Bullish % 7. S&P 500 Bullish % ($BPSPX) 8. Percent of NYSE
stocks above 200DMA 9. Percent of NYSE stocks above 10WMA or 50DMA
($NYA50R) 10. NYSE 52-Week New Highs and New Lows 11. Percent of
S&P500 stocks above 200DMA 12. Percent of S&P500 stocks
above 50DMA ADDED INDICATORS 13. Option Sentiment 14. Option Buyers
Sentiment Gauge (OBSG) 15. Consumer Sentiment Index 16. Nasdaq
Sentiment Index 17. Rydex Nova/Ursa Sentiment Indicator
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Built By Advisors For Advisors 29.4% April 2013
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Built By Advisors For Advisors Charts of Interest!
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Built By Advisors For Advisors Source: Wall Street Journal 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 According to the Journal, the cause could be demand OR supply
If the former: bad for the economy. If the latter: could be
good
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Built By Advisors For Advisors 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!!
Source: dShort/Philly Fed Linear Regression and Channel TRACKING
DATA 1.Weekly Claims 2.Monthly Payroll 3.Industrial Prod 4.Personal
Income 5.Manufacturing/Trade 6.GDP
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Built By Advisors For Advisors SPREADS IN THE NEWS The
Cleveland Fed uses a 10-3 year yield spread to predict GDP growth
for the year Current outlook is for 0.5% growth
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Built By Advisors For Advisors SEVEN OF MANY!! PROBLEMS IN THE
U.S. LABOR FORCE SEVEN OF MANY!! PROBLEMS IN THE U.S. LABOR
FORCE
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Built By Advisors For Advisors DEFINING THE PROBLEM #1
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Built By Advisors For Advisors DEFINING THE PROBLEM #2
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Built By Advisors For Advisors DEFINING THE PROBLEM #3
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Built By Advisors For Advisors DEFINING THE PROBLEM #4 JOLTS
REPORT
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Built By Advisors For Advisors DEFINING THE PROBLEM #5,6,7 5.
CHALLEGER REPORT Planned Layoffs 49,255 (Up 30% YOY) 6. ADP REPORT
Added 158,000 vs 200,000 forecast 7. WEEKLY CLAIMS Up 28,000
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Built By Advisors For Advisors APRIL PORTFOLIO INFORMATION
April 2013 Stock Picks As of March 28, 2013 - Subject to
change. SectorAprilMarch Technology12%16% Services24%16% Health
Care24%20% Financial12% Energy4%8% Cons Non- Cyclical 8%4% Cons
Cyclical0%4% Cap Goods0%8% Basic Mat8% Transportation8%4%
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Built By Advisors For Advisors DIVIDEND
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Built By Advisors For Advisors As of:4/1/2013 RANK #
TICKERCOMPANY Growth ScoreYield Score Dividend Yield TOTAL
SCOREBetaRfRmCAPM 1 ARCCAres Capital
Corporation72.5398.008.4085.261.750.060.68631.1560 2 OHIOmega
Healthcare Investors Inc65.2596.006.2080.630.930.060.68630.6424 3
RAIReynolds American, Inc.65.9495.005.4080.470.570.060.68630.4170 4
TOTTOTAL S.A. (ADR)64.0896.006.1080.041.020.060.68630.6988 5
CTLCenturyLink, Inc.63.8996.006.2079.940.660.060.68630.4733 6
MAINMain Street Capital
Corporatio63.1995.005.7079.100.730.060.68630.5172 7 TAT&T
Inc.64.1794.004.9079.080.530.060.68630.3919 8 INTCIntel
Corporation65.6792.004.2078.831.020.060.68630.6988 9 KMBKimberly
Clark Corp67.8688.003.4077.930.310.060.68630.2541 10 NLYAnnaly
Capital Management, Inc55.7299.0011.2077.360.310.060.68630.2541 11
AVAAvista Corp55.6793.004.6074.330.670.060.68630.4796 12
MCDMcDonald's Corporation62.2286.003.1074.110.400.060.68630.3105 13
UNSUNS Energy Corp58.5689.003.7073.780.590.060.68630.4295 14 ORIOld
Republic International Cor52.5095.005.7073.750.840.060.68630.5861
15 CVXChevron Corporation61.4486.003.0073.720.800.060.68630.5610 16
LNCOLinnCo LLC50.0097.007.4073.503.050.060.68631.9701 17
LMTLockheed Martin
Corporation52.7294.005.0073.360.940.060.68630.6487 18 MSFTMicrosoft
Corporation59.5687.003.3073.281.140.060.68630.7740 19 HTSHatteras
Financial Corp.47.0899.0010.0073.040.290.060.68630.2416 20
AZNAstraZeneca plc (ADR)49.2595.005.7072.130.640.060.68630.4608 21
COPConocoPhillips50.8992.004.3071.451.120.060.68630.7614 22 WMWaste
Management, Inc.52.8690.003.8071.430.560.060.68630.4107 23
JNJJohnson & Johnson56.3586.003.1071.180.550.060.68630.4045 24
KKRKKR & Co. L.P.45.0097.006.6071.002.080.060.68631.3627 25
CLXClorox Company, The54.6586.003.0070.330.370.060.68630.2917
BetaRfRmCAPM Current Portfolio Yield:5.360 0.870.060.68630.6079%Per
Month CAPM of Portfolio7.54%Annualized Current Portfolio Yield5.36%
Expected return of the Portfolio12.90% APRIL 2013 Q1 DATA
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Built By Advisors For Advisors ETF ELIMINATEDIHI (+1% >
2/1/13)KCE (+10.70% >1/2/13) (iShares Med Dev)(SPDR Cap
Mkts)
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Built By Advisors For Advisors SO WHATS UP WITH: CXO ADVISORY
SO WHATS UP WITH: CXO ADVISORY
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Built By Advisors For Advisors LAGGED EARNINGS AND INFLATION
FORWARD EARNINGS & LAGGED INFLATION FORWARD EARNINGS AND
INFLATION FORWARD EARNINGS YIELD MAY 1,2013 AUG 1,2013 START POINT:
1/31/2013 1498.11 START POINT: 1/31/2013 1498.11 Source: CXO
Advisory THE MARKET FORECAST PRIOR DATA
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Built By Advisors For Advisors LOOKING FORWARD WITH THIS
FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE
1544.55 TO 1585.00 6 MONTHS RANGE 1595.49 TO 1670.39 LOOKING
FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3
MONTHS RANGE 1544.55 TO 1585.00 6 MONTHS RANGE 1595.49 TO 1670.39
Source: CXO Advisory APRIL 1 st ACTUAL: 1562.17 (START
1498.11)
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Built By Advisors For Advisors LAGGED EARNINGS AND INFLATION
FORWARD EARNINGS & LAGGED INFLATION FORWARD EARNINGS AND
INFLATION FORWARD EARNINGS YIELD JUL 1,2013 OCT 1,2013 START POINT:
3/28/2013 1569.19 START POINT: 3/28/2013 1569.19 Source: CXO
Advisory THE MARKET FORECAST NEW DATA
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Built By Advisors For Advisors LOOKING FORWARD WITH THIS
FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE (Jul
1, 2013) : 1611.55 TO 1644.51 6 MONTHS RANGE (Oct 1, 2013) 1655.50
TO 1715.12 LOOKING FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE
S&P 500 AT: 3 MONTHS RANGE (Jul 1, 2013) : 1611.55 TO 1644.51 6
MONTHS RANGE (Oct 1, 2013) 1655.50 TO 1715.12 Source: CXO
Advisory
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Built By Advisors For Advisors 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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Source: Morningstar, April 2013 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. Cerner Corporation
(CERN)
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Built By Advisors For Advisors Enters Portfolio
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Built By Advisors For Advisors ENTERS PORTFOLIO 4/1/2013 Buy
4/1/2013 @ $93.99 ENTERS PORTFOLIO 4/1/2013 Buy 4/1/2013 @
$93.99
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Built By Advisors For Advisors Trade Data
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April 2013 Stock Picks As of March 28, 2013 - Subject to
change. Industry: Software
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Built By Advisors For Advisors FINVIZ SUMMARY
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Built By Advisors For Advisors VALUE LINE
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Built By Advisors For Advisors VALUE LINE
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Built By Advisors For Advisors VALUE LINE
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Built By Advisors For Advisors HITECH ACT: Health Information
Technology for Economic and Clinical Health Act A POTENTIAL
CATALYST FOR CERNER Part of American Recovery and Reinvestment Act
-2009 $22 billion allocated to increase use of Electronic Health
Records Reimbursements/incentives to transition to EHRs Meaningful
Use qualifier Also incentives for Medicaid providers by 2016
Doctors who dont adopt EHRs by 2015 1% Medicare penalty Increasing
to 3% over 3 years TRANSLATED BETTER GET GOING OR PAY UP!
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Built By Advisors For Advisors Dow Technology Index Looking for
stability
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Built By Advisors For Advisors Application Software
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Built By Advisors For Advisors
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Typical Momentum Stock
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Built By Advisors For Advisors
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THE CHARTS PLEASE!
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Built By Advisors For Advisors DAVIDS CORNER
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Built By Advisors For Advisors
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SWAPS AND SPREADS RATEPRIORCURRENTSTATUS* Libor/OIS14.5614.81
Euribor/Eonia.148.138 DTCC Repo Index Agency.139.146 MBS.158.155
Treas.143.138 High Yield4.784.87 Federal Reserve Currency Swaps
(ECB) USD million 7 Day 2300 Open 7,963 2-Year Swap Spread.15.17
*Note: Status = No impact Status = Negative Impact As Of: 4/3/2013
CREDIT ANTICIPATES EQUITY CONFIRMS
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Built By Advisors For Advisors LEES COMMENTS
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Built By Advisors For Advisors Should we laugh or cry? I guess
if you dont know the facts - this looks good! Lets talk. Should we
laugh or cry? I guess if you dont know the facts - this looks good!
Lets talk. This was proudly displayed by the bank in our
building
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Built By Advisors For Advisors
Slide 69
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