Buy:
Northern Oil and Gas (NOG)
EOG Resources (EOG)
Continental Resources (CLR)
International Business Ma (IBM)
Caterpillar (CAT)
Manitowoc (MTW)
Brunswick (BC)
Newell Rubbermaid (NWL)
Annaly Capital (NLY)
KLA-Tencor (KLAC)
Cisco Systems (CSCO)
Under Armour (UA)

Sell:
Terex (TEX)
Polycom (PLCM)
Ares Capital (ARCC)
Qualcomm (QCOM)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Heckmann (HEK)
Autodesk (ADSK)
Hersha Hospitality (HT)
Cypress Semiconductor (CY)
Allergan (AGN)
Cummins (CMI)
Dow Chemical (DOW)
American Axle (AXL)
Clorox (CLX)
Core Labs (CLB)
KLA Tencor (KLAC)
Sanofi-Aventis (SNY)
Enbridge Energy Partners (EEP)
Chevron (CVX)

Sell:
Suburban Propane (SPH)
EQT Corp (EQT)
JC Penney (JCP)
Ford Motor (F)
Amazon.com (AMZN)
Chipotle Mexican Grill (CMG)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Potash (POT)
Caterpillar (CAT)
Verizon (VZ)
Kinder Morgan Energy Part (KMP)
Union Pacific (UNP)
JC Penney (JCP)
Avnet (AVT)
Time Warner (TWX)
Mastercard (MA)
Eaton (ETN)
Biogen Idec (BIIB)
Walt Disney (DIS)
Microsoft (MSFT)
Joy Global (JOY)

Sell:
JetBlue Airways (JBLU)
Staples (SPLS)
Netflix (NFLX)
Nokia (NOK)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Nordstrom (JWN)
Provident Energy Trust (PVX)
CSX (CSX)
Netflix (NFLX)
Teck Cominco (TCK)
Freeport-McMoRan (FCX)
Johnson & Johnson (JNJ)
Continental Resources (CLR)
Union Pacific (UNP)
Eaton (ETN)
Manitowoc (MTW)
Apple (AAPL)
Ross Stores (ROST)
TJX Companies (TJX)

Sell:
Corning (GLW)
Amkor Technology (AMKR)
Westport Innovations (WPRT)
Clean Energy Fuels (CLNE)
Cheniere Energy (LNG)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Kimberly-Clark (KMB)
Johnson & Johnson (JNJ)
Travelers Companies (TRV)
Apple (AAPL)
Booz Allen Hamilton (BAH)
Red Hat (RHT)
Salesforce.com (CRM)
Texas Instruments (TXN)
Broadcom (BRCM)
Xilinx (XLNX)
Whole Foods Markets (WFM)
Starbucks (SBUX)
Ralph Lauren (RL)
Coach (COH)
Michael Kors (KORS)
Bristol-Myers Squibb (BMY)
Pfizer (PFE)
Microsoft (MSFT)
Exelon (EXC)
Westport Innovations (WPRT)
VMware (VMW)
Intuitive Surgical (ISRG)
SAP AG (SAP)
International Business Ma (IBM)
Kinder Morgan Energy Part (KMP)
McDonald’s (MCD)
Verizon (VZ)

Sell:
MAKO Surgical (MAKO)
Diamond Foods (DMND)
Visteon (VC)
Google (GOOG)
Deckers Outdoor (DECK)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Westport Innovations (WPRT)
Estee Lauder (EL)
JC Penney (JCP)
Apple (AAPL)
Merck (MRK)
Southern Copper (SCCO)

Sell:
Cree (CREE)
Yahoo! (YHOO)
Research In Motion (RIMM)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Texas Instruments (TXN)
DuPont (DD)
Kimberly-Clark (KMB)
McDonald’s (MCD)
ConocoPhillips (COP)
Abbott Laboratories (ABT)
Occidental Petroleum (OXY)
Boeing (BA)
Caterpillar (CAT)
3M (MMM)
Nucor (NUE)
Honeywell (HON)
Apple (AAPL)
Freeport-McMoRan (FCX)
Microsoft (MSFT)
International Business Ma (IBM)
Intel (INTC)
American Express (AXP)
American Tower (AMT)
Trimble Navigation (TRMB)
Garmin (GRMN)
American Axle (AXL)
Schlumberger (SLB)

Sell:
Ctrip.com International (CTRP)
Sprint Nextel (S)
Halliburton (HAL)
Altria (MO)
Procter & Gamble (PG)
Alcoa (AA)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Google (GOOG)
Chevron (CVX)
US Bancorp (USB)
Wells Fargo (WFC)
Donaldson Company (DCI)
Advance Auto Parts (AAP)
AutoZone (AZO)
Dollar Tree (DLTR)
Petsmart (PETM)
McDonald’s (MCD)
Starbucks (SBUX)
Visa (V)
Whole Foods Markets (WFM)
Nike (NKE)
Apple (AAPL)
Goldman Sachs (GS)
Broadcom (BRCM)

Sell:
Yandex (YNDX)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Chipotle Mexican Grill (CMG)
Domino’s Pizza (DPZ)
EOG Resources (EOG)
SPDR Gold Shares (GLD)
Heckmann (HEK)
iPath DJ-UBS Copper (JJC)
McDonald’s (MCD)
Magna International (MGA)
Opko Health (OPK)
Panera Bread (PNRA)
Yum! Brands (YUM)
ZELTIQ Aesthetics (ZLTQ)

Sell:
Cabot Oil & Gas (COG)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!

Buy:
Monsanto (MON)
Home Depot (HD)
Tractor Supply (TSCO)
Lululemon Athletica (LULU)
Dicks Sporting Goods (DKS)
Kirby (KEX)
US Bancorp (USB)
Wells Fargo (WFC)
Stanley Black & Decker (SWK)
DuPont (DD)
Nucor (NUE)
Schlumberger (SLB)
Kodiak Oil & Gas (KOG)
ARM Holdings (ARMH)
Robert Half International (RHI)
Nordic American Tanker (NAT)
Energy Transfer Partners (ETP)
Annaly Capital (NLY)

Sell:
Dryships (DRYS)
Carbo Ceramics (CRR)
Knightsbridge Tankers (VLCCF)
Pandora Media (P)
Anworth Mortgage Asset (ANH)
American Woodmark (AMWD)
Walgreens (WAG)
Walter Industries (WLT)
Vail Resorts (MTN)
Taiwan Semiconductor (TSM)
Micron Technology (MU)
Williams-Sonoma (WSM)
Tiffany & Co (TIF)
Bank of America (BAC)
Citigroup (C)

Always do your own research as these are recommendations and I make no guarantees. No one cares about your money more than you do!