Growth Stock Newsletter

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.

It is now clear that if we are to profit in the market, then we must profit from stocks that profit from a weakening economy. I believe the words within this letter hold the keys to our success in 2009.

During these trying times, it is of utmost importance to stay rational with our investment decisions. A panic move could prove to be catastrophic later. I am nervous, as I think most of you are.

The best thing Wall Street has to offer right now are the tech stocks that are tied in to new generation cell phones.

This is taking longer than it should have. The correction should be over. Instead we sit and wait it out, during a long hot summer.

I made a mistake not investing in oil or energy stocks during the last year — those were the only safe havens this year as Commodity prices rocked more than 25% higher.

Although only the NASDAQ went into bear territory, investors panicked and sold their stocks in anticipation of the looming recession.

The top tech stocks are the best investments in the stock market right now. When Google beat expectations last month it was clear technology was not going get pinched by a weakening economy.