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TAKE THE EASY WAY OUT!!!

TAKE THE EASY WAY OUT!!!. BIGFOOT INVESTMENTS OPEN FORUM Apr 4th, 2013 WELCOME!. AGENDA WELCOME! ADMIN NOTES QUOTE OF THE DAY OPTIMISM GAUGE SENTIMENT/DIAGNOSTICS GAUGE - APRIL CHARTS OF INTEREST SO WHAT’S UP WITH: CXO ADVISORY A CLOSER LOOK AT: CERN DAVID’S CORNER

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TAKE THE EASY WAY OUT!!!

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  1. TAKE THE EASY WAY OUT!!!

  2. BIGFOOT INVESTMENTS OPEN FORUM Apr 4th, 2013 WELCOME!

  3. AGENDA • WELCOME! • ADMIN NOTES • QUOTE OF THE DAY • OPTIMISM GAUGE • SENTIMENT/DIAGNOSTICS GAUGE - APRIL • CHARTS OF INTEREST • SO WHAT’S UP WITH: CXO ADVISORY • A CLOSER LOOK AT: CERN • DAVID’S CORNER • SWAPS AND SPREADS • LEE’S COMMENTS • QUESTIONS/COMMENTS

  4. “NOTES” • IF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO • HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT. • WE’LL UN-MUTE YOU ON OUR END SO YOU CAN ASK QUESTIONS. • PLEASE MUTE AUDIO FROM THE MENU ON YOUR SCREEN SO • WE DO NOT GET FEEDBACK. • THANK YOU!

  5. BigFoot Investments is now on Twitter, LinkedIn!

  6. BigFoot On LinkedIn! Don’t Forget To Join Our “Group”

  7. Notifying You! SMS Alert System

  8. QUOTE OF THE DAY: If a nation expects to be ignorant and free in a state of civilization….. …it expects what never was and never will be! Thomas Jefferson

  9. Optimism Gauge As of: 4/4/2013

  10. Measuring Our Economy Last Update: 4/4/2013

  11. Measuring Our Economy READING AS OF: 4/4/2013 Economic Optimism Index NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral 45 65 35 75 25 85 67.7% 15 95 Current Reading Prior Reading POSITIVE AS OF: 8/17/2012

  12. Market Sentiment/Diagnostics As of: April 2013

  13. April 2013 29.4%

  14. Charts of Interest!

  15. 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 Source: Wall Street Journal

  16. 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!! Linear Regression and Channel • TRACKING DATA • Weekly Claims • Monthly Payroll • Industrial Prod • Personal Income • Manufacturing/Trade • GDP Source: dShort/Philly Fed

  17. SPREADS IN THE NEWS Current outlook is for 0.5% growth The Cleveland Fed uses a 10-3 year yield spread to predict GDP growth for the year

  18. SEVEN OF MANY!! PROBLEMS IN THE U.S. LABOR FORCE

  19. DEFINING THE PROBLEM #1

  20. DEFINING THE PROBLEM #2

  21. DEFINING THE PROBLEM #3

  22. DEFINING THE PROBLEM #4 JOLTS REPORT

  23. DEFINING THE PROBLEM #5,6,7 TOMORROW’S MARCH EMPLOYMENT SITUATION

  24. APRIL PORTFOLIO INFORMATION

  25. GROWTH

  26. April 2013 Stock Picks As of March 29, 2013 - Subject to change.

  27. Investment Style of the Portfolio As of March 29, 2013- Subject to change.

  28. Beta of the Portfolio – April 2013 For a Portfolio with 100% invested in Equity – Beta of Portfolio= 0.93032 Beta of March Portfolio= 1.2104

  29. CHANGE IN BETA

  30. April 2013 Stock Picks As of March 28, 2013 - Subject to change.

  31. DIVIDEND

  32. APRIL 2013 Q1 DATA

  33. ETF

  34. SO WHAT’S UP WITH: CXO ADVISORY

  35. THE MARKET FORECAST – PRIOR DATA LAGGED EARNINGS AND INFLATION START POINT: 1/31/2013 – 1498.11 FORWARD EARNINGS AND INFLATION MAY 1,2013 AUG 1,2013 FORWARD EARNINGS YIELD FORWARD EARNINGS & LAGGED INFLATION Source: CXO Advisory

  36. LOOKING FORWARD WITH THIS FORECAST • MODEL WOULD PLACE THE S&P 500 AT: • 3 MONTH’S RANGE – 1544.55 TO 1585.00 • 6 MONTH’S RANGE – 1595.49 TO 1670.39 APRIL 1st ACTUAL: 1562.17 (START 1498.11) Source: CXO Advisory

  37. THE MARKET FORECAST – NEW DATA LAGGED EARNINGS AND INFLATION START POINT: 3/28/2013 – 1569.19 FORWARD EARNINGS AND INFLATION JUL 1,2013 OCT 1,2013 FORWARD EARNINGS YIELD FORWARD EARNINGS & LAGGED INFLATION Source: CXO Advisory

  38. LOOKING FORWARD WITH THIS FORECAST • MODEL WOULD PLACE THE S&P 500 AT: • 3 MONTH’S RANGE (Jul 1, 2013) : 1611.55 TO 1644.51 • 6 MONTH’S RANGE (Oct 1, 2013) 1655.50 TO 1715.12 Source: CXO Advisory

  39. A CLOSER LOOK AT: CERN

  40. 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

  41. Cerner Corporation (CERN) 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. Source: Morningstar, April 2013

  42. Enters Portfolio

  43. ENTERS PORTFOLIO 4/1/2013 Buy 4/1/2013 @ $93.99

  44. Trade Data

  45. April 2013 Stock Picks Industry: Software As of March 28, 2013 - Subject to change.

  46. FINVIZ SUMMARY

  47. VALUE LINE

  48. VALUE LINE

  49. VALUE LINE

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