Week In Review: Tebow Nation!

Recap

Clark Brothers model portfolio returns 30% in 2011 v. 0% for S&P 500.

Review

TEBOW NATION! I don’t think you have to be a Denver Broncos fan or Tebow fan to appreciate the NFL playoff game last night against The Pittsburgh Steelers. What a Game!

What To Do

Going into 2012, we have never felt better about the prospects for our clients, the markets, our stock analysis, our mutual funds and ETFs, and lastly, American innovation and prosperity. Here is a quick summary of the best of the best: We have dropped the American Century mid cap fund from our line up (didn’t make the cut). We never bought any EK or RAD, so we are also removing those names from our recommended list. As for equities (stocks), we haven’t changed too much, and feel very good about companies on our recommended list 3,5,10 years out. As for ETFs, the sectors we like best in 2012 are: home builders (ITB), and international small caps (SCHC), and Natural gas (UNG) – our biggest loser by far in 2011. The markets may experience some turbulence this year as data from the economy, Europe, and the Presidential election intimidate the markets. For this, the individual investor should look at our covered call strategy on the above securities as a blanket and/or a warm friendly bear hug when the market drops (pun intended). Lastly, regardless of who wins the White House in 2012, inflation is coming, so we are not recommending any bonds at this time. Furthermore, individual investors should position themselves (especially those near or in retirement) for the double digit devil (inflation will occur its economics 101). Clark Bros. recommended list as of 1 January 2012 Mutual Funds: All Cap Global-Mutual Global Discovery [MDISX] Large Cap-Yacktman Focused [YAFFX] Medium Cap- CGM Realty [CGMRX] Small Cap-Janus Triton [JATTX] Exchange Traded Funds: ETF: International Small Cap-Schwab [SCHC] ETF: US Small Cap-Schwab [SCHA] ETF: Utilities-iShares Dow Jones [IDU] ETF: Healthcare-Vanguard [VHT] ETF: Energy-Vanguard [VDE] ETF: Natural Resources-iShares S&P [IGE] ETF: Financial-Vanguard [VFH] ETF: Technology-Vanguard [VGT] ETF: Housing-iShares Dow Jones [ITB] ETF: REIT-Vanguard [VNQ] ETF: Natural Gas-US Natural Gas [UNG] Equities: Stable dividend paying stocks: General Electric [GE] Pfizer [PFE] Verizon [VZ] Intel [INTC] Cisco [CSCO] Aggressive stock picks: Ford [F] Charles Schwab [SCHW] Janus [JNS] Nokia [NOK] Wendy's [WEN] Speculative stock picks: Sprint [S] Sirius XM [SIRI] Limelight Networks [LLNW] Zalicus [ZLCS] Bank of America [BAC]

Quote of the Week

A nickel ain’t worth a dime anymore. – Yogi Berra

Clark Bros. is hiring!

Stay Positive! Think Positive! Act Positive! Be Positive!

Clark Bros. is hiring Independent Registered Investment Advisor Representatives – full time, part time, anytime, anywhere. Please visit our web site at www.clarkbrothersinvestments.com for more information.

Jason R. Clark
T:  720 255 5711
jason@clarkbrothersinvestments.com
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Clark Brothers Investments
Registered Investment Advisors
18810 E. Whitaker Circle
Aurora, CO 80015
www.clarkbrothersinvestments.com