Timer Digest

October 28, 2013

ISSUE 573

October 28, 2013

Timer Digest

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Wall Street Sentiment

www.timerdigest.com

Mark Young

Timer Digest

October 28, 2013

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NOTE: A regular feature of TIMER DIGEST is areport of the current opinion of various forecasters andan analysis of how accurate their forecasts have beenover the most recent 52-week period (104 weeks forLong Term Timers). In every instance, we have tried tobe as fair as possible in the comparisons, althoughreliability of the information given cannot beguaranteed. Because of mail delays, it is possible thatthe current opinion may have changed before presstime.

While all the services rated provide buy and sellsignals, some do not recommend short selling.However, for purposes of illustration only, thePerformance Index takes into account the gain and losson sell signals as well as buy signals. Some of theseforecasts are designed to identify short term marketmoves while others are long term in nature. The Indexmeasures the efficiency of the services over a 52-weekperiod in the same manner for all. The Long TermTimers are measured over 104 weeks using their Long

CURRENT SINCE INDEX

6 MonthsFrom: 04/25/2013 To: 10/25/2013

S&P: 1759.77 DJIA: 15,570.28

3 MonthsFrom: 07/25/2013 to: 10/25/2013

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TOP TEN TIMERSONE YEAR - FROM: 10/25/2012 TO: 10/25/2013

Term models. The Performance Index is calculated byconsidering each advisor and the S&P 500 Index to beequal to 100.00 at the beginning of the period. Timingsignals assume either long or short positions in the S&P500. This study is hypothetical and is for the purpose ofcomparison only.. Past results are not an indication offuture results. For more information call or write:TIMER DIGEST, P.O. Box 1688, Greenwich, CT.06836 -1688 (203) 629-3503

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DAVID VOMUND Bull 08/22/2013 114.13VIS AlertHARRY SCHILLER Neutral 10/16/2013 111.94The Short Term Consensus HotlineBARRY ROSEN Bull 10/24/2013 111.77Fortucast Alternative InvestmentDAN TUROV Bull 09/23/2013 111.34Turov on Timing*GARY HARLOFF Bull 03/22/2013 111.02The Intelligent Fund Investor*BILL MERIDIAN Bull 11/29/2012 111.02Cycles Research*MARVIN APPEL Bull 08/17/2012 111.02Systems & Forecasts*DAN SULLIVAN Bull 08/10/2012 111.02The Chartist*STEPHEN LEEB Bull 05/03/2012 111.02The Complete Investor*MARK YOUNG Bull 10/21/2011 111.02Wall St. SentimentT.D.CONSENSUS Bull 12/31/2012 111.02S&P 500 111.02*Tied with others not listed due to limited space.

DAVID VOMUND Bull 08/22/2013 128.84VIS Alert*MARVIN APPEL Bull 08/17/2012 124.54Systems & Forecasts*DAN SULLIVAN Bull 08/10/2012 124.54The Chartist*STEPHEN LEEB Bull 05/03/2012 124.54The Complete Investor*MARK YOUNG Bull 10/21/2011 124.54Wall St. Sentiment*KIRK LINDSTROM Bull 05/17/2011 124.54Kirk Lindstrom’s Investment Ltr*BERNIE SCHAEFFER Bull 09/25/2009 124.54Schaeffer’s Daily Bulletin*JAMES STACK Bull 05/13/2008 124.54Investech ResearchBILL MERIDIAN Bull 11/29/2012 124.02Cycles ResearchGARY HARLOFF Bull 03/22/2013 121.49The Intelligent Fund InvestorT.D.CONSENSUS Bull 12/31/2012 116.62S&P 500 124.54*Tied.

DAVID VOMUND Bull 08/22/2013 108.30VIS AlertDAN TUROV Bull 09/23/2013 107.23Turov on TimingHARRY SCHILLER Neutral 10/16/2013 105.13The Short Term Consensus HotlineTIM ORD Neutral 10/17/2013 104.39The Ord Oracle*GLENN NEELY Bull 07/15/2013 104.11NEoWave*JAMES DINES Bull 07/08/2013 104.11The Dines Letter*GARY HARLOFF Bull 03/22/2013 104.11The Intelligent Fund Investor*BILL MERIDIAN Bull 11/29/2012 104.11Cycles Research*MARVIN APPEL Bull 08/17/2012 104.11Systems & Forecasts*DAN SULLIVAN Bull 08/10/2012 104.11The ChartistT.D.CONSENSUS Bull 12/31/2012 104.11S&P 500 104.11*Tied with others not listed due to limited space.

Timer Digest

October 28, 2013

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Next Issue to be postedNovember 18, 2013

Summary and OutlookSince the October 7 issue, the mar-

ket has avoided seasonal weaknesstypically associated with October.

Month-to-date the S&P 500 index hasgained 4.65%, on a price basis. Theyear-to-date 2013 performance standsat +23.39% (at 9/30/2013). Fundamen-tally, economic reports were delayed bythe partial Federal Gov’t shutdown. TheSeptember Employment Report fellshort of consensus estimates in termsof job creation, though August’s pay-roll number was revised upward to astill anemic level. And, the Unemploy-ment rate declined; again, largely theresult of contraction in the labor poolas discouraged workers exit the laborforce. The market’s response contin-ues to be positive, since the conse-quence has been to perpetuate Fed li-quidity. September data for DurableGoods were the beneficiary of a strongaircraft orders figure. October manu-facturing statistics were mixed with theEmpire State Manufacturing Surveybelow expectations, while the Philadel-phia Fed Survey exceeded estimates. Anew orders component increased, aswell. Consumer Sentiment for Octo-ber declined month-over-month; butremained at a comparatively high levelby historical standards.

Minutes from the September 17 -18 FOMC Meeting announcement re-vealed a continuing debate over the de-cision to reduce the level of Fed inter-vention. Some voiced concern that afailure to taper activity would negativelyimpact the Fed’s credibility and futureinflation. Others remained focused onthe need to address sluggish job growth.Interestingly, a recent article in the printmedia suggested that inflation may begood for economic growth; a throw-back of sorts to the late 1970s view.

Internationally, the Middle East situ-ation remains potentially volatile withnew unrest in Egypt and diplomatic dis-content from Saudi Arabia threateningto complicate matters further.

Technically, short-term conditionsare once again extended; and sentimenthas deteriorated. However, momentumindicators are constructive; and the mar-ket is within days of a new seasonallyfavorable period.

Currently, the Top Ten Consen-sus is Bullish with 10 Bulls.

David Vomund of VIS Alert ison an August 22, Buy signal. How-ever, he said the market remains ex-tended on a short-term basis as reflectedby his unconfirmed AIQ signal.

Marvin Appel of Systems &Forecasts is on an August 17, 2012Buy signal. He said a pullback bymajor indices to their respective 20-daymoving averages may present anotherbuying opportunity.

Dan Sullivan of The Chartist ison a August 10, 2012 Buy signal. Hesaid the daily advance/decline line hasconfirmed the recent highs; and the Fedis unlikely to reduce the pace of liquid-ity provision.

Stephen Leeb of The CompleteInvestor is on a May 3, 2012 Buy sig-nal. He said oil prices have been in agenerally flat range and remain belowthe threshold that would trigger in-creased risk for stocks.

Mark Young of Wall St. Senti-ment is on an October 21, 2011 Buysignal. However, he expressed somenear-term caution with his proprietarymomentum indicator negative and sen-timent reading bearish.

Kirk Lindstrom of KirkLindstrom’s Investment Letter is ona May 17, 2011 Buy signal. He sug-gested that investors will continue tofavor the prospective returns from eq-uities over those of competing finan-cial assets.

Bernie Schaeffer of Schaeffer’sDaily Bulletin is on a September 25,2009 Buy signal. He suggested therising trend remains intact as the mar-ket turns its focus to corporate earn-ings reports and other fundamental fac-tors.

James Stack of Investech Re-search is on a May 13, 2008 Buy sig-nal. He said breadth and leadership in-dicators have improved over the pastweek or so, while economic conditions

remain supportive.

Bill Meridian of Cycles Researchis on a November 29, 2012 Buy sig-nal. He expects a period of interimweakness to be followed by further gainsin the seasonally strong months of No-vember and December.

Gary Harloff of The IntelligentFund Investor is on a March 22, Buysignal. His latest sector recommenda-tions included exposure to Internet,Biotech, and Technology stocks.

The comments which follow areprovided in response to subscriber re-quests that previous “Timers of theYear” be monitored on a continuingbasis, despite their absence from thecurrent rankings.

George Dagnino of Peter DagPortfolio Strategy is Bullish. He saidhis cycle indicator is rising as the mar-ket enters a period of very favorableseasonality.

Mark Leibovit of VRTrader.comis Bullish. He retains higher targets forthe S&P 500 index, notwithstanding thepotential for volatility around the Octo-ber 29 - 30 FOMC meeting.

Howard Winell of The WinellReport is Bearish. He has forecastanother decline/rally sequence that mayreveal more evidence from his supply/demand data about the market’s residualupside potential.

Steven Hochberg and PeteKendall of The Elliott Wave Finan-cial Forecast are Bearish. “If the Dowmakes a new high, it should be withinthe context of a fifth wave, which is anending wave.”

Please check the Hotline for thelatest updates. The Hotline is updatedevery Wednesday and Saturday by7:00 p.m. E.T., with special updatesas necessary.

Timer Digest

October 28, 20134

Top Five Gold Timers

Top Five Bond TimersCurrent Since Index

S&P 500 INDEX 1759.77

Top Ten Long Term Timers

TIM WOOD Bull 10/04/2013 114.36Cycles News & ViewsHOLLY HOOPER Bull 09/18/2013 111.01The Mutual Fund StrategistIKE IOSSIF Neutral 09/23/2013 110.16Marketviews.tv*BERNIE SCHAEFFER Bear 05/07/2012 108.19Schaeffer’s Daily Bulletin*ARCH CRAWFORD Bear 03/16/2012 108.19Crawford PerspectivesT.D.CONSENSUS Neutral 10/18/2013 101.33T-BOND INDEX 91.81*Tied with others not listed due to limited space.

From: 10/25/2012 To: 10/25/2013

HITESH SHAH Bull 10/23/2012 143.78Peak Performance Advisors*BERNIE SCHAEFFER Bull 07/02/2009 143.18Schaeffer’s Daily Bulletin*MARVIN APPEL Bull 06/03/2009 143.18Systems & Forecasts*KIRK LINDSTROM Bull 03/03/2009 143.18Kirk Lindstrom’s Investment Letter*JAMES STACK Bull 05/13/2008 143.18Investech Research*KEITH MOORED Bull 09/18/2007 143.18Market Forecast*MARK YOUNG Bull 08/03/2007 143.18Wall St. Sentiment*DAVID LUCIANO Bull 06/21/2007 143.18Market Brief*STEVE TODD Bull 03/05/2007 143.18The Todd Market Forecast*MANFRED ZIMMEL Bull 12/14/2006 143.18Amanita Market ForecastingT.D.CONSENSUS Bull 09/28/2011 143.18S&P 500 143.18* Tied with others not listed due to limited space.

In the recent two-year period, the S&P 500 retested itsAugust 2011 lows (1101) again in early October (1075); ralliedto early April 2012 highs; corrected to an early June low andrecovered to 1465; sold off to 1350 in mid-November; ralliedto 1687 in May 2013, then declined and rallied to the August 2high of 1709, subsequently exceeded on September 18 (1726).The market may need to consolidate before the next manufac-tured political crisis against an improving seasonal background.

Currently, The Long Term Consensus is Bullish.

Hitesh Shah is Bullish. The composite of his propri-etary indicators remains in a positive configuration.

Bernie Schaeffer is Bullish. He suggested the market’sunderlying technical condition is firm, even though still subjectto periods of short-term volatility.

Marvin Appel is Bullish. He continues to be encour-aged by the market’s ability to absorb news-related uncertaintyjust as seasonality is about to turn strongly favorable.

Gold, basis the December 2013 future, is attempting tocomplete a retest of the June low and reverse a nearly one-yeardecline. Fundamentally, there are several categories of uncer-tainty to support further gains. Technically, a rally above $1400may confirm a change in trend. Support for the Decembercontract is $1310, then $1270 - $1280, and $1240 - $1260.Resistance is $1380, $1400 - $1420, and $1450 - $1460.

The Consensus is currently Neutral.

David Luciano is Bullish. He said the September/Octo-ber decline by gold mining stocks established conditions for amarket low and new uptrend.

Tom O’Brien is Bullish. He suggested that gold hascompleted its transition; and is generating some higher targetswithin a new intermediate-term advance.

Douglas Jimerson is Neutral. He noted improvementin his model as a reason to upgrade his signal and recommendthat half of funds allocated to gold be invested.

COMEX GOLD 1353.20

The bond market, basis the December 2013 T-Bond fu-ture, has advanced from a late August/early September double-bottom. Fundamentally, Fed liquidity and slow economicgrowth remain important. Technically, bonds have traced outa constructive chart pattern, short-term. Support for the De-cember future is now 133 - 134, then 131, and 129. Resis-tance is now 136 - 138, then 140, and 142.

The Consensus is currently Neutral.

Tim Wood is Bullish. He said another intermediate-termcycle low may have been established in the second half of Sep-tember unless proprietary chart support is violated.

Holly Hooper is Bullish. Her model for US Bond Fundsremains favorable with muted economic growth unlikely tochange the Federal Reserve’s current policy.

Ike Iossif is Neutral. He expects the bond market tohold up for 5 - 10 more trading days at which time he mayhave the evidence to determine the next move of substance.

DAVID LUCIANO Bull 10/21/2013 143.13Market BriefTOM O’BRIEN Bull 07/11/2013 132.31Market InsightsDOUGLAS JIMERSON Neutral 10/11/2013 126.04National TrendlinesIKE IOSSIF Bear 06/19/2013 122.54Marketviews.tv*STAN HARLEY Bear 10/07/2011 121.12The Harley Market LetterT.D.CONSENSUS Neutral 10/23/2013 113.05CMX GOLD INDEX 78.88

T-BOND INDEX 134.10

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From: 10/25/2012 To: 10/25/2013

*Tied with others not listed due to limited space.

From: 10/25/2011 To: 10/25/2013

Timer Digest

October 28, 2013 5

Mark Steward Young, publisher of theWall Street Sentiment Newslettersand founder of Traders-Talk.com

was brought into the investmentbusiness, quite literally on the shouldersof his father. At the young age of five,his father, Robert Young, a partner in aregional brokerage firm, would oftenhoist him into the office where he firstlearned to read the now antiquated ticker-tape. This planted the seeds of whatwould inevitably grow into an insatiableinterest in trading and the mechanics ofmarkets.

Although a fascination with marketforces played a key role in Mr. Young’soriginal focus on Economics atNorthwestern University, it was hisinterest in trading that lured him awayfrom the more mundane summer jobs andinto trading his own account. A summerof active options trading blossomed Mr.Young’s low five-figure trading accountinto ample six-figure expense account,cementing his fate.

During this time, Mr. Young studiedthe work of his father’s close friend, thelegendary Sedge Coppock, as well assuch luminaries as Stan Weinstein, BenGarside, and others, in a search forconsistent trading results. Aftergraduation, Mr. Young became a stockbroker with Legg Mason, where helearned the utility—and limitations— ofvalue investing.

After the Crash of 1987, theshortcomings of fundamental analysisbecame clear, and his skills with technicalanalysis and market timing beganopening doors. In 1991, he became aregistered investment advisor and startedhis own firm. In addition to managingmoney for clients, Mr. Young wouldoccasionally share his unique marketanalysis with his friends and colleaguesin the industry. When a fellowprofessional money manager offered hima substantial sum to provide this analysison a regular basis, a new business wingwas added; independent research.In the early 1990’s, as online pportunitiesbecame evident to many forward-thinkingtraders and investors, Mr. Young becamea prominent online contributor andcommentator, which provided him aunique opportunity to track and studyinvestor psychology, a very promising

addition to his technical analysis.It was around this time that Carl Swenlinasked Mr. Young to take over theadministration of what is now well-known as the Wall Street SentimentSurvey (which is still published atWallStreetSentiment.com andDecisionPoint.com). At the time, Mr.Swenlin said, “I don’t know anyone elsewho can wring so much value out ofsentiment data.” Using his survey dataalone, Mr. Young was able to makeuncannily accurate, day-by-daypredictions for the week ahead. He thenpiled on three more proprietary, static-pool surveys, and built a successfulstand-alone trading model.

Mr. Young then followed up bytaking over the reins of the longestrunning online technical analysiscommunity, The Fearless Forecasters,and giving them a home at Traders-Talk.com, a diverse online communityfor traders and investors. These activemessage boards at Traders-Talk.comalso provided an opportunity to performdaily polls of (and for) members. True toform, from the poll data and site activity,Mr. Young was able to develop severalnew sentiment indicators, some withprodigious predictive power. Some mayalready be familiar with his T-4 turnindicator as well as the Fully Long/FullyShort indicator of trader sentiment. Bothindicators have been tremendouslyvaluable in difficult marketenvironments.

Because of the dynamism of modernequity markets, as well as the ever-changing types of investors dominatingdiffering size segments of the stockmarket landscape, Mr. Youngunderstood that it was imperative toconstantly scrutinize and weigh thevalue of different measures ofspeculative and investor sentiment, andif none exist for an important investorgroup, to create them himself.In addition to his message boardsentiment indicators, Mr. Youngdeveloped the NAAIM Delta Tool,derived from the National Association ofActive Investment Managers weeklysurvey data. Also, Mr. Young is creatorof the Wall St. Sentiment OptionsOscillator indicator, derived from dollar-weighted put call data.

It has been said that what everyonealready knows isn’t worth knowing. MarkYoung’s primary goal is to providesophisticated traders with a window intoinvestor psychology that no one else has—to give his subscribers an edge and theconfidence get and stay on the right side ofthe stock market. Expert traders will tell youthat 90% of trading success is related tomarket psychology. The informationprovided in the Wall Street Sentimentpublications gives a current & accurate readof not only public sentiment, but theattitudes of the types of people whoactually move the markets.

SERVICES & SUBSCRIPTIONINFORMATION:Wall Street Sentiment Weekend ReportThe Wall Street Sentiment Weekend Reportis a two-part basic-level weekly newsletterfor investors and less active tradersproviding a rundown of all relevantsentiment sectors as well as theintermediate and long-term technicalcondition of the stock market.Also includes the Wall St. SentimentInvestors Letter, a publication for thosewho do not wish to actively trade marketsbut still wish to maximize performance andminimize risk over the long haul.Price: $99 per year

Wall Street Sentiment DailyWall Street Sentiment Daily providesanalysis of the very latest from ourproprietary Options Oscillator, Fully Long/Fully Short indicator, as well as all relevantsentiment indicators as they becomeavailable, be they surveys, polls optionsdata, or technical indicators that havesentiment implications, like our “Best Fade”indicator. 3 trading models are included inthis daily letter.Price: $39.99 month, $399 per year

Wall Street Sentiment Premium ServiceThe wall Street Sentiment Premium Serviceprovides all of the above, PLUS at least twodaily updates with the most currentsentiment data, as well as specific tradeideas for day traders of the S&P eminifutures, derived from our best sentimentindicators as well as technical analysis.For more information or to request a freetrial, go to www.WallStreetSentiment.comor call 859-393-3335 or 818-Markets.

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October 28, 2013

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C.A.S.P.E.R. Index of Previously Recommended StocksRECOMMENDED CURR. CASP.

STOCK DATE PRICE PRICE INDEXA O Smith Corporation 01/13/12 42.22 50.75 5.267Abbott Laboratories 12/30/11 56.23 37.25 3.968Actavis Inc. 07/13/12 76.76 148.15 5.493Alleghany Corp 05/28/10 292.10 402.69 3.668Allegheny Technologies 09/13/13 28.63 33.75 4.142Alliance Data 03/09/12 122.90 234.47 5.333Alliance Resource Part 08/23/13 78.23 76.25 3.911Allstate Corporation 06/22/12 34.08 53.35 4.296Amerco 08/24/12 97.48 205.67 5.453American Fncl Grp Hld 10/07/11 31.94 55.65 4.776Amphenol Corp 04/21/11 54.80 81.27 3.925Analog Devices Inc 11/18/11 35.30 46.75 3.610AON PLC 08/03/12 50.49 77.54 4.755Aqua America Inc 05/11/12 22.88 25.15 3.909Arrow Electronics Inc 10/04/13 48.73 47.43 3.960Automatic Data Process 10/05/07 47.97 75.51 4.324Avx Corp 05/31/13 11.98 13.88 4.669Beam Inc. 08/02/13 65.77 68.65 4.256Bemis Co Inc 10/26/12 33.09 40.00 3.686Black Hills Corp 08/24/12 33.42 52.00 4.402BlackRock World Invest 08/23/13 31.41 32.87 3.896Broadridge Fin Sol 04/19/13 24.51 34.88 5.536Brocade Communications 08/02/13 6.94 7.83 4.950C.R. Bard Inc 06/22/12 104.43 134.55 4.915Cabot Corp 10/04/13 43.33 46.19 4.571CBOE Holdings Inc. 09/16/11 27.29 50.64 5.519Charles River Labs Int 07/12/13 43.99 49.43 4.507Cigna Corp 10/05/12 48.85 73.90 3.741Cirrus Logic Inc 09/13/13 22.16 25.04 4.277Clorox Co 03/30/12 68.75 88.64 4.062Comcast Corp Cl A 05/07/10 18.36 48.17 4.465Comerica Inc 12/28/12 30.34 42.72 4.253Conagra Foods 04/21/11 24.12 31.72 3.833ConocoPhillips 08/25/06 68.90 74.06 4.539Costco Wholesale Corp 06/01/01 38.78 116.44 3.785Covanta Holding Corp 07/13/12 17.01 17.27 3.661Crown Holdings Inc 04/19/13 41.08 41.40 3.606Danaher Corp 01/04/08 43.87 a 72.11 4.202Delphi Auto. 11/16/12 32.14 58.03 4.527Dentsply Internat Inc 08/02/13 42.97 45.00 3.964Dover Corp 08/04/95 19.59 a 90.95 4.208Dresser-Rand Group Inc 08/02/13 61.84 61.02 3.647Dst Systems Inc 07/13/12 55.00 84.14 4.613Eastman Chemical Co 08/03/12 53.17 77.94 3.791Echostar Corp. 10/05/12 29.72 47.93 4.900Ecolab Inc 04/18/08 47.93 105.18 5.027Enterprise Products Pa 05/28/10 33.60 64.48 4.144Everest Re Group Ltd. 03/09/12 91.30 150.94 4.553Extra Space Storage In 06/24/08 15.77 48.65 4.459Fedex Corp 10/04/13 114.73 132.06 5.017Fiserv Inc 08/20/10 51.26 106.30 4.758Flight Safety Tech 09/16/11 29.10 109.58 5.359Forest Laboratories In 03/09/12 33.45 47.34 4.524Franklin Electric Co I 03/05/10 28.90 38.33 3.889Generac Hldgs 08/20/10 12.58 50.44 5.094General Dynamics Corp 08/21/92 12.03 a 88.26 4.180General Dynamics Corp 05/10/13 75.70 88.26 4.180Glatfelter 03/11/11 11.89 29.13 5.077Global Pmts Inc 08/23/13 48.96 59.70 4.979Goodyear Tire&Rubber C 09/13/13 21.82 22.21 5.357Hess Corp 07/12/13 71.17 83.20 4.489Home Depot Inc 08/20/09 27.00 76.25 4.033Honeywell Internationa 01/11/13 66.31 87.50 4.187Idex Corp 01/11/13 47.64 68.52 5.055Johnson & Johnson 08/25/06 63.32 92.09 4.046Kansas City Southern 08/03/12 74.13 123.49 4.449Kapstone Paper 10/07/11 14.51 47.00 7.296Kellogg Co 02/15/13 59.77 62.43 3.935Kimberly Clark Corp 06/01/12 78.28 105.51 4.091Kla-Tencor Corp 03/08/13 55.16 63.88 4.110Life Tech Corp. 12/28/12 49.03 75.23 4.120

RECOMMENDED CURR. CASP.STOCK DATE PRICE PRICE INDEXLifepoint Hospitals 05/31/13 49.73 49.92 3.947Lincoln Electric Hldgs 01/11/13 51.25 68.44 4.245Lincoln National Corp 09/14/12 25.80 44.66 5.396Linear Technology Corp 01/11/13 35.73 39.07 3.594Lowe’s Companies Inc 12/31/10 25.08 50.59 4.664Lsi Corporation 05/10/13 7.03 7.79 3.749Manpower Inc 07/12/13 59.93 79.00 5.926Marsh & Mclennan Cos I 11/16/12 34.54 46.56 4.589Mastec Inc 09/13/13 32.67 32.49 4.130Mohawk Industries Inc 09/10/10 48.13 131.78 4.611Mylan Inc 08/20/10 17.54 38.43 4.480Nabors Industries Inc 06/21/13 15.68 16.76 3.643National Oilwell Varco 05/31/13 70.30 82.72 4.709Newell Rubbermaid Inc 04/19/13 26.37 29.40 4.184Nextera Energy 03/30/12 61.08 85.95 4.530Nielsen Holdings NV 10/05/12 30.79 39.04 4.203NVIDIA Corporation 06/21/13 14.42 15.24 3.991Oge Energy Corp 01/13/12 55.37 37.09 4.136Omnicare Inc 12/31/10 25.39 54.81 4.682Omnicom Group Inc 07/11/97 31.32 a 67.46 4.110Packaging Corp Of Amer 10/03/08 22.05 62.21 5.345Parker Hannifin Corp 05/31/13 99.76 116.42 4.450Paychex Inc 02/15/13 33.97 43.00 4.393Pentair Inc 08/03/07 36.78 66.67 4.303Perkinelmer Incorporat 05/11/12 27.10 38.59 4.093Pfizer Inc 03/11/11 19.47 30.61 3.939Pnc Financial Svcs Grp 03/08/13 65.02 75.36 3.973PowerShares DB Agricul 07/12/07 27.28 25.55 3.906Qiagen Nv 06/21/13 19.34 21.89 4.021Raytheon Co 05/10/13 64.27 79.96 4.878Regions Financial Corp 03/08/13 8.15 9.49 4.221Salix Pharmaceuticals 03/28/13 51.18 74.33 5.951Sempra Energy 08/03/07 53.93 91.21 4.161Service Corp Internat 07/13/12 12.78 18.54 4.089Sigma-Aldrich Corp 01/14/05 58.50 87.06 3.779Signature Bank 06/21/13 79.81 103.26 5.225Southwest Airlines Co 11/16/12 8.93 17.17 5.376SPDRs S&P 500 Trust Se 05/13/05 115.72 175.95 3.972SPDRs Select Sector En 10/09/06 53.14 86.60 4.067Stryker Corp 05/13/11 63.28 74.61 4.095TAL International Grou 08/23/13 43.23 47.97 3.999Teledyne Technologies 11/18/11 54.20 90.25 4.441Texas Instruments Inc 05/10/13 37.04 40.23 3.988Texas Roadhouse Inc Cl 04/01/11 17.05 27.90 5.156The Travelers Companie 04/20/12 62.75 86.63 3.916Thoratec Corporation 10/04/13 38.40 39.99 4.277Torchmark Corp 10/07/11 35.70 73.36 4.278Union Pacific Corp 02/15/08 62.40 a 152.36 3.699United Technologies Co 03/27/97 19.50 a 107.52 4.037Urs Corp 03/08/13 44.92 54.00 4.605Vanguard Information T 08/13/07 57.51 83.72 4.419Walt Disney Co The 09/14/12 52.35 69.26 4.570Waters Corp 03/08/13 94.48 101.99 3.559Westlake Chemical Corp 10/26/12 76.93 110.56 4.587Williams Sonoma Inc 04/20/12 38.39 53.51 3.836Zimmer Holdings 06/22/12 63.17 86.91 4.253

Varian Medical Systems 10/04/13 74.94 73.20 3.433Quest Diagnostics Inc 08/23/13 59.06 58.59 3.359Stanley Worksthe 02/17/12 75.36 78.46 3.167Altera Corp 07/12/13 35.05 33.13 3.131Emc Corp 09/13/13 26.84 23.80 3.076

(a = adjusted for split)

THE FOLLOWING STOCKS WERE DELETED THISWEEK:

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October 28, 2013

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* Included in Portfolio

Casper CurrentRank Rank Price Symbol Security Name

Casper CurrentRank Rank Price Symbol Security Name

Fidelity Select Series Programs

There are no changes to report for the Dow Jones 30 portfo-lio since the October 7 issue.

The DJIA has risen 2.91% in October as the month nears itsend. The second half gain-to-date now stands at 4.43%, on aprice basis. The year-to-date 2013 performance is +18.82%. Rela-tive leadership on a rolling one-month basis has shifted in favorof the S&P 500 index, while the DJIA trails the 3 benchmarks forboth one- and three-month periods. Among individual Dowstocks, recent leadership has been eclectic: Boeing, AmericanExpress, Verizon, Disney, and Microsoft. Fundamentally, theresolution to budget and debt-ceiling debates was predictable;procrastination. And, the Federal Reserve Balance Sheet con-tinues to grow significantly. Technically, short-term indicatorsreturned to overbought readings commensurate with the recentstrong advance. Sentiment has also deteriorated again. Inves-

1 5.596 131.19 BA Boeing Co 2 5.417 75.70 NKE Nike Inc Cl B 3 4.741 203.06 V Visa Inc 4 4.570 69.26 DIS Walt Disney Co 5 4.490 35.73 *MSFT Microsoft Corp 6 4.342 82.61 AXP American Express 7 4.250 61.90 *DD Du Pont de Nem 8 4.153 124.42 MMM 3M Company 9 4.046 92.09 *JNJ Johnson & Johnson 10 4.037 107.52 UTX United Technol 11 4.033 76.25 *HD Home Depot Inc 12 3.984 50.71 VZ Verizon Commu 13 3.939 30.61 PFE Pfizer Inc 14 3.916 22.45 *CSCO Cisco Systems 15 3.866 15570.28 DJ-30 16 3.861 86.63 TRV The Travelers Co

17 3.697 24.24 INTC Intel Corp18 3.675 80.00 PG Procter & Gamble19 3.664 162.09 GS Goldman Sachs Group20 3.659 52.77 JPM JPMorgan Chase21 3.633 39.03 KO Coca-Cola Co22 3.610 67.62 UNH UnitedHealth Group23 3.583 76.08 WMT Wal-Mart Stores24 3.572 87.97 XOM Exxon Mobil25 3.569 120.59 CVX Chevron Corp26 3.518 35.19 T AT&T Inc27 3.438 46.54 MRK Merck & Co28 3.388 94.78 MCD Mcdonalds Corp29 3.359 84.77 CAT Caterpillar Inc30 3.248 25.88 GE General Electric31 3.016 176.85 IBM Interna Bus Mac

Dow Jones 30 Industrials October 25, 2013 - DJIA: 15,570.28

CasperRank Rank Price Symbol Fund Name

CasperRank Rank Price Symbol Fund Name

1 4.998 111.89 FSCSX Fidelity Sel Software2 4.771 39.00 FSNGX Fidelity Sel Natural G3 4.745 86.27 FSESX Fidelity Sel Energy Se4 4.733 70.23 FSRFX Fidelity Sel Transport5 4.671 36.86 FSMEX Fidelity Sel Med Equip6 4.634 78.90 FBMPX Fidelity Sel Multimedi7 4.565 119.01 FSDAX Fidelity Sel Defense&A8 4.564 34.97 FBSOX Fidelity Sel IT Servic9 4.531 189.02 FSPHX Fidelity Sel Health Ca10 4.474 84.47 FSRPX Fidelity Sel Retailing11 4.428 130.12 FDLSX Fidelity Sel Leisure12 4.426 175.44 FBIOX Fidelity Sel Biotech13 4.425 68.45 FSLBX Fidelity Sel Brokerage14 4.419 33.76 FSCPX Fidelity Sel Cons Indu15 4.396 25.22 FSRBX Fidelity Sel Banking16 4.395 68.64 FSPCX Fidelity Sel Insurance17 4.383 56.35 FSAIX Fidelity Sel Air Trans18 4.374 32.55 FCYIX Fidelity Sel Industria19 4.336 19.45 FPHAX Fidelity Sel Pharma20 4.336 21.76 FSLEX Fidelity Sel Environme21 4.312 17.53 FSVLX Fidelity Sel Home Fina

22 4.310 46.11 FSCGX Fidelity Sel Indust Eq23 4.307 55.55 FSAVX Fidelity Sel Automotiv24 4.303 10.16 FWRLX Fidelity Sel Wireless25 4.277 39.55 FNARX Fidelity Sel Natural R26 4.262 143.77 FSCHX Fidelity Sel Chemicals27 4.259 63.72 FSENX Fidelity Sel Energy28 4.237 123.02 FSPTX Fidelity Sel Technolog29 4.220 61.12 FSTCX Fidelity Sel Telecommu30 4.192 77.30 FIDSX Fidelity Sel Fincl Svc31 4.186 68.72 FSUTX Fidelity Sel Utilities32 4.166 70.10 FSHCX Fidelity Sel Medical D33 4.156 1759.77 SP-500 S & P 50034 4.128 58.53 FSELX Fidelity Sel Electroni35 4.113 83.40 FSDPX Fidelity Sel Materials36 4.019 68.82 FDCPX Fidelity Sel Computers37 3.986 93.13 FDFAX Fidelity Sel Cons Stap38 3.976 57.29 FSHOX Fidelity Sel Constr&Ho39 3.919 15570.28 DJ-30 DOW JONES INDUS40 3.857 27.51 FSDCX Fidelity Sel Comm Equi41 3.010 22.26 FSAGX Fidelity Sel Gold

tor complacency likely continues to be fueled by investors assump-tions of a perpetual monetary safety-net from the Fed. Based onseveral years-worth of history, such an assumption is not withoutmerit, though worrisome longer-term.

The current holdings and their costs are: Cisco Systems (24.31),Du Pont (57.85), Home Depot (46.70), Johnson & Johnson (69.79),and Microsoft (34.40).

Program performance: 2013 to 10/25 +12.83%, 2012 +6.05%,2011 +4.81%, 2010 +8.04%, 2009 +7.3%, 2008 – 37.7%, 2007 + 19.3%,2006 + 12.2%, 2005 + 0.4%, 2004 - 2.4%, 2003 + 18.6%, 2002 -14.6%,2001 - 10.3%, 2000 - 28.8%, 1999 + 41.1%, 1998 + 33.4%, 1997 + 27.7%,1996 +15%, 1995 +20.1%, 1994 +4.7%, 1993 +27.6%, 1992 -3.2%, 1991+46.5%, 1990 +0.1%, 1989 +23.1% (not including dividends. interestincome or commission expense).

Since the last issue, there are no changes to report.

Current holdings include:

Powershares Agriculture ETF (DBA)Money Market Bal. $82,711.88.

Performance: 2013 to 10/25 +1.34%, 2012 -0.86%, 2011 -5.09%,2010 +7.97%, 2009 +3.2%.

The Diversified Select Program.Since the October 7 issue, there are no changes to report. Cur-

rent holdings are: Multimedia, and the Select Money Market Fund(FSLXX). Please check the Hotline for updates.

Program Performance: 2013 to 10/25 +9.89%, 2012 +4.99%, 2011-1.63%, 2010 +7.13% , 2009 +11.3%, 2008 -30.5%, 2007 +14.4%, 2006+15.8%, 2005 +5.1%, 2004 +13.3%, 2003 +32.1%, 2002 -7.9%, 2001 -8.2%, 2000 +11.0%, 1999 +53.3%, 1998 +31.2%, 1997 +36.5%, 1996+10.5%, 1995 +47.8%.

The Timer Digest ETF program

Timer Digest

October 28, 2013

Timer Digest

Timer Digest is published every third week by TimerDigest Publishing: $225 ANNUALLY (18 issues), 2Years, $395. Address your inquiries to: TimerDigest Publishing, P.O. Box 1688, Greenwich, Con-necticut 06836-1688. We advise readers that thesources of information are believed to be reliableand accurate, but we do not imply that any charts,formulas, theories or methods can guarantee re-sults. Recommendations, opinions or suggestionsare given with the understanding that subscribersacting on information assume all risks involved.The publisher, its officers, employees and clients ofStrategic Portfolio Management may have posi-tions in the same securities that are recommendedor held in the model portfolios. For further informa-tion, phone: (203) 629-3503.

Timer Digest

October 25, 2013 S&P 500: 1759.77

Timer Digest is published every third week byTimer Digest Publishing: $225 ANNUALLY(18 issues), 2 Years, $395. Address your inquir-ies to: Timer Digest Publishing, P.O. Box 1688,Greenwich, Connecticut 06836-1688. Weadvise readers that the sources of informationare believed to be reliable and accurate, but wedo not imply that any charts, formulas, theoriesor methods can guarantee results. Recommen-dations, opinions or suggestions are given withthe understanding that subscribers acting oninformation assume all risks involved. Thepublisher, its officers, employees and clients ofStrategic Portfolio Management may have posi-tions in the same securities that are recom-mended or held in the model portfolios. Forfurther information, phone: (203) 629-3503.

APACHE CORP. NYSE APA 4.542 90.45 76.88 10.7 0.80 0.9% 3.0% 8.0% 78Oil & Gas Expl/Prod.

BUNGE LTD. NYSE BG 4.694 82.39 70.03 18.3 1.20 1.5% N M 15.0% 93Farm Products

CON-WAY NYSE CNW 4.805 45.44 38.62 28.9 0.40 0.9% N M 12.5% 87Trucking

ENCANA CORP. NYSE ECA 4.677 18.32 15.57 25.4 0.80 4.4% N M 7.0% 74Oil & Gas Expl/Prod.

SUNCOR ENERGY NYSE SU 4.516 35.99 30.59 12.9 0.76 2.1% 5.0% 7.0% 77Oil & Gas (Integ’d)

Purchase Recommendations

Number Purchase Current CasperShares Stock Price Date Price Index3588 Powershres Agricult ETF 24.00 02/17/09 25.55 3.906891 Energy Sector SPDR ETF 77.48 02/22/11 86.60 4.0672672 ConAgra Foods 25.21 05/09/11 31.72 3.8334150 Covanta Hldg. Corp. 17.15 07/02/12 17.27 3.6611040 Nat’l Oilwell Varco 70.04 06/20/13 82.72 4.709

Current Cash Balance $364,099.59

Exch. Ticker Casper Recent Ind. Current Current Current 5-Yr EPS Prj EPS Prj 3-5 Yr Company Name Code Symbol Index Price Stop P-E Div Yield Growth Growth Apprec %

The Current Portfolio:

Model Portfolio Report - October 25, 2013Since the October 7 issue, there have been no changes for

the Model Portfolio.

The S&P 500 index gained an impressive 4.65%, on a pricebasis, during 4 trading weeks in October thusfar. Relative leader-ship has shifted moderately to reflect a mixed profile. The Russell2000 and Mid-Cap 400 still lead over a broader time horizon. But,short-term relative performance has recently favored the S%P500. The combination may support a conclusion for near-termconsolidation within a favorable trend.

Economic reports and other fundamental factors still lag thehistorically robust performance by the stock market. Federal Re-serve efforts to flood the system with liquidity continue to under-mine the attractiveness of fixed income securities. So, investorshave been forced to allocate funds to higher risk areas in searchof total return.

Housing market data have been favorable of late, though notremarkable, given the Federal Reserve mandate. The AugustConstruction Spending report was the highlight, with outlaysahead of estimates and a sharp upward revision in the July figure.On the other hand, September Existing Home Sales were flat (Au-gust revised slightly downward) and the October Housing Mar-ket Index softened. It will be important to monitor the success ofFed intervention for signs of diminishing returns.

S&P sector leadership has been variable but stillconstructive: Telecom Services, Financials, and En-ergy, respectively. Laggards have changed slightly toinclude: Industrials, Consumer Staples, and Utilities.Market reaction to the partial Government shutdownwas restrained by the reality that a compromise wouldbe achieved and the Fed would remain active.

Technically, the market has returned to an over-bought condition ahead of a seasonally favorable pe-riod in November and December. Perhaps a brief con-solidation will precede the next attempt to extend gains.

Model Portfolio Performance: 2013 to 10/25 +4.26%,2012 +3.87%, 2011 -0.43%, 2010 +6.11%, 2009 +15.5%,2008 -30.5%, 2007 +9.0%, 2006 +18.3%, 2005 +16.1%,2004 +6.8%, 2003 +9.6%, 2002 -17.6%, 2001 -15.8%, 2000+12.3%, 1999 +13.1%, 1998 +37.2%, 1997 +30.1%, 1996+13.2%, 1995 +50.5%, 1994 +1.2%, 1993 +46%, 1992 -3.5%, 1991 +40%, 1990 -3.51%, 1989 + 41.4% (not in-cluding dividends, interest income or commissions).

DJIA: 15,570.28