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Byaaronmat-admin September 11, 2012

No additions tonight. Not thrilled with the near term underperformance in the nasdaq…but maybe that is just AAPL.

Seems money flows continue into commodities and financials here…but really no leadership…just a lot of crap off lows. I did want to just mention CAM,COG,HFC,RRC in the OILS…that have potential if the oils can go bull market.

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Gary Kaltbaum owns Kaltbaum Capital Management, LLC (“KCM”), a state registered investment adviser. The opinions expressed herein are those of Mr. Kaltbaum and may not reflect those of KCM. The information offered in this publication is general information that does not take into account the individual circumstances, financial situation or individual needs of an investor. The information herein has been obtained from sources believed to be reliable, but we cannot assure its accuracy or completeness. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Any reference to past performance is not to be implied or construed as a guarantee of future results.

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