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Friday October 2, 2009

DrStockPick.com Stock Report!

IMCI, GRMN, AQNM, CVS, CSRH, LVLT, CVAT, LMT

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IMCI, Infinite Group Inc., IMCI.OB

IMCI is a world-class IT services and solutions provider serving a range of government and commercial organizations. Headquartered in Pittsford, New York, with offices in the Washington, D.C., metropolitan area and Colorado Springs, Colorado, IMCI is focused on the following, interconnected practice areas: IT Infrastructure Services, Virtualization and Consolidation, Cloud Computing, Project and Program Management, and Business and Technology Integration. IMCI is dedicated to the alignment of business and technology initiatives, and the delivery of superior results.

Donald W. Upson has joined the

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Why Most Investment Systems Simply Won’t Work

by Alexander Green, Advisory Panelist Wednesday, August 12, 2009: Issue #1064

Early in my 16-year career on Wall Street, I made an astonishing discovery: The overwhelming majority of my colleagues – bright, educated, experienced, and articulate – didn’t have the foggiest idea what they were talking about.

This only became obvious in retrospect, when I saw how their carefully constructed financial theories and investment forecasts turned to dust rather than generating any significant profits.

(You’d be surprised to learn, for example, how many investment “pros” lose a substantial percentage of their own money in the market each year.)

The truth is that there are virtually limitless ways to take a beating in stocks – and only a few methods that work well over time. These methods are generally codified into widely accepted investment principles,

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BlackRock's veteran CIO believes this rally can last. But he warns that growth will likely be slow, with some sectors doing better than others.

 

Bob Doll has been chief investment officer of global equities at BlackRock Inc. since 2006. Before that he served in several portfolio management and executive investment positions with Merrill Lynch. Starting in 1999, he became chief investment officer of equities at Merrill Lynch Investment Management Americas. He later was promoted to co-head of that unit and senior vice president at Merrill Lynch. 

During a recent pause in market activity, IndexUniverse.com's Murray Coleman talked to the BlackRock CIO about his take on various sectors and asset classes.  

 

IU.com: Do you think this rally has legs?

Doll: Yes, over time. But it's not going to follow a one-way path heading straight up. There will be some rallies followed by some pullbacks—a lot of volatility still remains in

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NeoGenomics, Inc. is a high-complexity CLIA-certified clinical laboratory that specializes in cancer genetics diagnostic testing, the fastest growing segment of the laboratory industry. With headquarters in Fort Myers, FL, NeoGenomics is leaving its mark across the US with labs in Nashville, TN, Irvine, CA and Fort Myers. The company has a broad array of interest because it services the needs of pathologists, oncologists, urologists, and hospitals throughout the United States.

NeoGenomics announced yesterday that Douglas M. VanOort has joined the Company’s Board of Directors and has been appointed Executive Chairman and Interim Chief Executive Officer.

VanOort has held executive leadership positions with several world-class Fortune 500 firms and rapidly-growing ventures during his 30-year career. He spent over 10 years in health-care services, first as Executive Vice President and Chief Financial Officer of Corning Life Sciences, Inc. and then as Senior Vice President, Operations at Quest Diagnostics, Inc. At Corning Life

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Let me be clear: I was not arguing in my last blog that the Benjamin Graham ETN is the best total market ETF/ETN on the market today.

Far from it. As I’ve written before, celebrity branding makes me very nervous. The Ben Graham ETN is not a true total market fund. It takes huge risks and bets against a true market portfolio, with a non-transparent methodology that any investor would question.

But the Ben Graham ETN is almost beside the point.  The point is that ETFs give investors the means to express their precise views on the market.

My point would have better been made by examining all the ETFs in a given sector. Take, for example, the returns of the various healthcare ETFs in January.

Healthcare ETFs Sorted By January Returns

Fund Name

Ticker

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Pequot CapitalPequot Capital Management Hedge Fund NoteThe following piece on Pequot Capital Management is being published as part of our daily effort to track hedge fund events and managers in the industry. To review other hedge fund related announcements and manager notes please see our Hedge Fund Tracker Tool._____________________________________________________In 2004, Pequot expanded its upper management team. “Employee-owned, Pequot Capital offers funds that focus on technology, health care services, and small-cap firms to institutional investors and wealthy individuals.”Pequot Management’s venture capital arm, “Pequot Ventures” split from the company and formed “FirstMark Capital”. The move was described as “the next logical step” for both Pequot Capital and Pequot Ventures. The move does not appear to effect Pequot Capital’s Hedge Funds since ...

Will Danoff is one of those "best of breed" fund managers I follow, he runs Fidelity Contrafund (FCNTX) - he does not run a concentrated fund strategy but considering the size of his fund (now I believe the 7th or 9th biggest in America) he has had a very good run, although he skews to the larger cap type of stocks. I enjoy reading his thoughts when they are published in major publications and Kiplinger Magazine has an article about him this month. Like most, he has struggled this year, down nearly 17% year to date (down an additional 5% since the mid August interview) but I am posting some excerpts from the article below His top 10 holdings ...

Interesting story on TheStreet.com today; we continue to love near monopolies... multiple ways to win here - as the "pooring of America" continues, cash strapped Americans will turn more to credit (before defaulting in some cases), and much of the rest of the world has yet to see their first credit card...Visa's strategy -- one shared by rival MasterCard MA -- of capitalizing on consumers' increasing reliance on plastic to pay for everyday purchases, rather than simply big-ticket items. Now, the two companies are looking to prepaid cards as another potential growth area, as they attempt to continue strong growth inside the U.S. and -- more important -- globally."The big vision is that ... people talk about prepaid in the same way they talk about credit and debit," says Elizabeth Buse, Visa's global head of product, in an interview with TheStreet.com. "If we're talking a few ...

My latest column is up at RealMoney.

We can all agree that the jobs report was pretty lousy. On a year-over-year basis, the growth in employment is barely staying positive.

However, as Jim Cramer likes to point out, there’s always a bull market somewhere, and regular readers probably know I like to use the economic reports as a source of stock ideas. Until they launch an “Economy ETF” (believe me, it won’t be long before somebody tries), that means sifting through the reports to find the industries and companies that are most poised to benefit from the prevailing trends. In this morning’s jobs report, that was pretty easy. According to the Bureau of Labor Statistics report, only five industries are showing statistically significant job growth:

Hospitals Ambulatory health care services Nursing and residential care facilities Oil and gas extraction Pipeline transportation

I’ll bet you noticed the same pattern in those industries that I did.Disclosure: At time of

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