Investment 101

Well my retail picks hit the crapper, but I'm not sure there were too many retail stocks that ended up on the plus side. I have had a good run recently with PFE, COF and AMGN pulling me along. Even though my buddy Cramer took a dump all over COF I still believe its undervalued and should be in the mid 80s at least. One of last year's favorite swing plays looks like it may start a good 10% push. APA which is now at 68 should finally break the 80 mark that I thought they would hit last year. They just purchased a 28% share in someone's(can't remember the company) Texas oil field stake. Growth through acquisition can be just as good as internal growth.

I think the best way to beat the market this year will be through a mix of high dividend payers and small caps. Last year was the year of the big boys, this year the small guy will strike back.

Peace out for now.