Tweets by @LSMiniSkirts Who is he? Resumé Bio (basically the same, just more personal detail) Awards Recommendations How can he benefit me as a financial advisor? What is his perspective on investing? Investment portfolios (.pdf format - Adobe Acrobat necessary to read) How we are swimming in a sinking US dollar. His stock picks and pans. What articles has he published on management? Investigating problems in the workplace (.pdf format) Mentoring, correcting, and disciplining employees An inside look at a peer evaluation system Examples of Websites created, maintained, and promoted: Romania's #1 site about HIV (Logo by LJ LaBrie) Global Assistance for Medical Equipment, Kosovo (Logo by LJ LaBrie) Romania's #3 site in its market segment (Logo by LJ LaBrie)

Laurent J. LaBrie MS Business Administration, MS Biomedical Engineering This is an example of a typical Longs, Shorts, and Mini-Skirts (pubished weekly) from November 1, 2010 If you would like a trial subscription, write me at: Click here to add this page to your favorites folder! Follow @LSMiniSkirts Click here for current prices of recommended investments Longs, Shorts, and Mini-Skirts for the week of November 1, 2010 Outlook Contents: ~ Portfolio ~ Recommended diversification (The Longs, Shorts, and Mini-Skirts portfolio is not a balanced portfolio, so I don't recommend more than 50% of your portfolio match these recommendations. This percentage would depend on your age, financial condition, and tolerance of risk. I may or may not own shares in the stocks and mutual funds I recommend. My viewpoints may differ from that of others and usually do. Past results not necessarily indicative of future results. Investments often lose money. Shares can rise or fall in price. Nothing in this newsletter should be considered a solicitation to buy.) Editor: Laurent J. La Brie 5 Pleasant Ridge Dr Apt # 205 Owings Mills, MD 21117 http://labrie.liv-n-letliv.net Home Phone: (410) 363-0565 Remember to get out and vote! Outlook for US stocks: Prediction for 2010: +13%. Long-term outlook for Domestic Stocks LSMS Marketsmarker: Neutral 5-year outlook: Bearish. 20% chance of being above where we are now. LSMS Contrarian Index: -108 extreme resistance (+100 is extreme support, -100 is extreme resistance for the next 4 months.) Long-term Outlook for International Stocks LSMS Marketsmarker: Bullish This week in brief This week, the market held steady. Basic materials, technology, and consumer services were the outperformers, rising 1%, while industrials and financials did the most to keep the market from advancing. Coupled with the extremely positive sentiment on Wall Street, some people say that the elections finally bringing an end of one party rule within our grasp will bring us a rough week next week. I do not plan on buying any more stocks before year end and will probably sell some before I buy any more. I recommend the same for you. Sit on what you have for now and start thinking about selling your winners. Of the four times since January 2007 the Contrarian Index was below -100, the market was down an average of 2% and 4% over the next one and two months. The individual numbers (most recent first) are +3% and -6%; -7 and +0%; -6% and -6%; and +2% and +1%), compared to an average 0.2% monthly decline over the period. At least since 2005, none of these bearish indicators coincided with the beginning of the Santa Claus rally, so we will see if Santa can overpower the bear. Here are some items for your reading list: First a great article that reinforces my opinion that the next stimulus package (dubbed QE2—quantitative easing 2) will be as futile as the last one in stimulating the economy. Second, some graphics on how people for the first time since 1967 are moving out of unemployment into the ranks, not of those employed but of those who have given up looking for a job. Thus, the slightly improving unemployment numbers are not a good thing this time around. The Longs, Shorts, and Mini-Skirts equity portfolio and our mutual fund portfolio (now referred to as the "wardrobe") both outpaced their benchmarks. Both the LSMS Portfolio and the Wardrobe were up 2% for the week. As a replacement for the AWF bond fund, we will buy Alliance Bernstein Income Fund (NYSE: ACG). It is selling at a 7% discount, and yields 5.7%. It is a high quality bond fund, compared to PHK which is a junk bond fund and rated with 4 stars by Morningstar. Significant news on our stocks Acxiom (rated "avoid") announced quarterly results. Revenue increased 8% and earnings per share rose 30%. Although these results are very respectable, the stock is still way overvalued and revenue growth is still not matching that of its competitors. Constellation Energy Partners ("hold") has scheduled its earnings call for Friday at 9:30AM. Click here to hear it. Gulfmark Offshore ("hold") has reported earnings. Revenues grew 4% and earnings per share were up 10% before accounting for a sale of some assets. Humana ("hold") is holding its earnings call tomorrow at 9AM. Click here to join. Petrobrazileiro ("buy") announced that its Barra oil field holds more oil than originally thought. Masco ("short") announced in its quarterly results that it lost 2 cents per share. Revenues were down 6% due to the weak housing market. Constellation Brands ("short") and its joint venture partner reached an agreement over the latter's lawsuit of Constellation. The Wardrobe Objective: use closed ended mutual funds for 10% annual returns with lower volatility than the stock market. Year to date return: +50% Benchmark: +9% (50% US stocks, 50% US bonds) Longs Shorts Stock Funds DCA Total Return Fund (NYSE: DCA) Cornerstone Strategic Value Fund (NYSE: CLM) DCW Total Return Fund (NYSE: DCW) Cornerstone Total Return Fund (NYSE: CRF) Bond Funds Alliance Bernstein Income Fund (NYSE: ACG) PIMCO High Income Fund (NYSE: PHK) Pimco Strategic Global Income (NYSE: RCS) Templeton Global Income Fund (NYSE: GIM) Recommended Longs, Shorts, and Mini-Skirts stock portfolio: Click here for the write-ups from past Longs, Shorts and Mini-Skirts about the following stocks. Longs: US airplane leasing company: Aircastle (NYSE: AYR) Chart , Messages , Key Stats , More Sell at $3.70: US natural gas company: Constellation Energy Partners (CEP) Chart , Messages , Key Stats , More Chinese natural gas company: China Natural Gas (NASDAQ: CHNG) Chart , Messages , Key Stats , More US natural gas service company: GulfMark Offshore (NYSE: GLF) Chart , Messages , Key Stats , More US financial company: Goldman Sachs (NYSE: GS) Chart , Messages , Key Stats , More US health care company: Humana (NYSE: HUM) Chart , Messages , Key Stats , More Brazilian petroleum company: PetroBrazileiro (NYSE: PBR) Chinese pharmaceutical company: Tianyin Pharmaceutical Co. Inc. (Amex: TPI) Chart , Messages , Key Stats , More Mutual funds: Market Vectors Gold Miners (NYSE: GDX) USAA Precious Metals and Minerals Fund (USAGX Chart , Profile , More ) Australian Koalas Shorts: US information management company: Acxiom (NASDAQ: ACXM) Chart , Messages , Key Stats , More US home improvement company: Masco (NYSE: MAS) Chart , Messages , Key Stats , More US beverage company: Constellation Brands (NYSE: STZ) Chart , Messages , Key Stats , More Direxion Daily Large Cap Bear 3x Shares (NYSE: BGZ) Long-Short pairs: Long: DCA Total Return Fund (NYSE: DCA) Short: Cornerstone Strategic Value Fund (NYSE: CLM) Short: Cornerstone Total Return Fund (NYSE: CRF) For the year 2010 year to date 2009 2008 2007 1998-2006 LSMS Recommended Portfolio 10.00% 13% -13% 35% 344% Benchmark US stocks 9.00% 22% -33% 5% 78% Warren Buffett (NAV of Berkshire Hathaway) Unknown 20% -14% 15% 93% Maintain the following diversification: This should be used as a general guide only. I'm not recommending you buy or sell weekly. Your allocations may differ based on your age, financial situation, and risk tolerance. For a $100 portfolio (change from last week): $10 in shorts of US stocks, giving you $110. Of that, put: $40 in international stocks $20 in U.S. Stocks $20 in precious metals and other commodities $10 in international bonds (decreased $5) $15 in real estate (increased $5) $5 in U.S. Bonds $0 in cash or short-term bonds Success, ---LJL

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	Last changed: 11/14/2010, 12:09:17 "A good manager is a man who isn't worried about his own career but rather the careers of those who work for him... Don't worry about yourself! Take care of those who work for you and you'll float to greatness on their achievements."---HSM Burns Copyright 2005-2010 by Laurent J. LaBrie

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