Sequenom appreciated 11.2% contributing a great deal to the portfolio's performance.

Why we added biotech stock Sequenom to the lineup

Our focus in first quarter has been to concentrate only on the best companies going forward and avoid chasing marginal opportunities.

How we reshuffled our model to focus on the winners

So far, 2012 has been a period marked by low volatility; at some point in time, this will change.

Jim Cramer and CNBC have turned the time-honored concept of prudent investment advice on its head.

We need to get in sync with the waves so we can ride some of these fine trends.

I believe the markets will be weak over the summer.

One of the more positive trends in the first quarter was a significant reduction in volatility.

All of the stocks held in the model carry dividends, which adds to the model’s bottom line.

The market reaction has been positive and Frontier’s share price has been going up in early April.

If we become the world’s largest producer of oil and gas, we will clearly be in a better position to develop new technologies and lead the world.

A major cause for concern regarding the recent run up in equities is the relatively low volume that has accompanied this rally.

The investment game is a spectator sport that can also turn your stomach at times.