Out Fox The $treet

After a disappointing January, February was a welcome return to outperforming the market. The model returned 6.17% versus the 3.2% of the SP500. The market remained strong even in the face of Middle East turmoil and continuous calls that the market is overbought. Certainly the returns have been strong since the beginning of September, but a review of the first year of this model and market has only gained roughly 20% over that time period. While thats a great return for the 13 month life of this model, it isn't anything excessive considering the massive market drop during the financial crisis. Also investors need to consider that corporate profits are returning to the peak levels of 2007 all while the SP500 is still some 250 points below the all time high of 1,576. In that context the market appears cheap and has plenty of room to run. Definitely cognizant that the market needs a breather or even a minor 5% or so correction. Though market participants need to understand that a 10...