Growth Stock Newsletter

Halloween has just past — but many people are scared of the best stocks. I have to admit the best stocks right now are high-flying tech stocks that burned us in 2008.

The Growth Portfolio ended the third quarter up more than 20% for the year. In the first quarter, I reduced risk and we outperformed.

The stock market has been around the same level for two months and I can’t figure out whether the market will correct or continue higher. So here’s a list of stocks to watch on a dip.

Now that the dust has settled from the Stock Market collapse of 2008, I wanted to take a hypothetical view of what our accounts would have done had we not done anything.

2009 has been the craziest market to work in. On the surface the S&P 500 was up 1%, but at the lows in March the market was down 26% and everyone braced for a move lower.

Bullishness is as high as its been since early 2000, and I think we should remain cautious. I think investors have gotten giddy and swallowed a lot of risk lately.

Here is my ranking of the best of the Magnificent Eight, a list I keep up with daily. I wait for a market correction to buy some of these stocks on dips.

hrough the first three months of 2009 we beat the stock market by 12%. We outperformed with big positions in healthcare, education and food — along with a good portion of cash.

I need to protect our portfolios from losing money. Dumping our stocks is always an option, but I don’t want to do a wholesale sell and just get whatever the market offers.

I am trying to build us a recession proof portfolio. The stocks at the right are the stocks I think can weather the storm and make us money in 2009.

This year I am focusing our efforts on a smaller number of high quality names. Here are my top selections going into 2009.

This environment posses many challenges, ones we have to meet by becoming more nimble and owning what the market favors.