Quick and Dirty

Its a short and sweet review this weekend as the market continues to hover at its highs. With an environment like this you need to step back and just let your winners breathe. Remember that markets go in both directions so some normal consolidation should be likely soon; don't be shocked to see pullbacks in the near future. We have no changes to our Portfolio so here is a quick look.

Just charts, no commentary
(weekly view)

NKE

TLT

UNH

BRKB

BMY

GS

HAIN

UPS

PCG

IP

GILD

Our charts all move from lower left to upper right. That tells me we are investing the correct way. We are investing with the trend and with the path of least resistance. While there were no changes to our holdings this week, I would like to point out two names I'm watching closely next week to see if any follow through can come from their mild breakouts this week:


Cisco (CSCO)

Verizon (VZ)