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Built By Advisors For Advisors BIGFOOT INVESTMENTS OPEN FORUM Apr 4th, 2013 WELCOME!

Built By Advisors For Advisors AGENDA WELCOME! ADMIN NOTES QUOTE OF THE DAY OPTIMISM GAUGE SENTIMENT/DIAGNOSTICS GAUGE - APRIL CHARTS OF INTEREST SO WHATS UP WITH: CXO ADVISORY A CLOSER LOOK AT: CERN DAVIDS CORNER SWAPS AND SPREADS LEES COMMENTS QUESTIONS/COMMENTS

Built By Advisors For Advisors IF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT. WELL UN-MUTE YOU ON OUR END SO YOU CAN ASK QUESTIONS. PLEASE MUTE AUDIO FROM THE MENU ON YOUR SCREEN SO WE DO NOT GET FEEDBACK. THANK YOU! IIF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT. WELL UN-MUTE YOU ON OUR END SO YOU CAN ASK QUESTIONS. PLEASE MUTE AUDIO FROM THE MENU ON YOUR SCREEN SO WE DO NOT GET FEEDBACK. THANK YOU! NOTESNOTES

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Built By Advisors For Advisors QUOTE OF THE DAY: QUOTE OF THE DAY: If a nation expects to be ignorant and free in a state of civilization.. Thomas Jefferson it expects what never was and never will be!

Built By Advisors For Advisors Optimism Gauge As of: 4/4/2013

IndicatorCurrent ValuePrior/Metric ValueCurrent Value St Louis Fed Financial Stress Index -0.634-0.708(Revised)+1.0 Chicago Fed National Act Index (3 Mon Mov Av) 0.090.28(Revised) -.50 Unemployment7.77.9 (Revised)+.50 Weekly Jobless Claims (4Wk Mov Av) 354,250343,000-.50 ECRI Weekly Index6.66.3+.50 Conf Board Leading Indicators (NEW) 94.193.9+1.0 University of Michigan Sentiment - Final78.6(Final Mar 2013)77.6(Final-Feb 2012)-.25 Monthly Retail Sales (Adjusted)416,990416,070+.50 NFIB Small Business Sentiment90.888.9-.50 ISM Manufacturing 51.3 (Expansion Line = 50) 54.2+.50 Economic Capacity Utilization79.179.3(Revised)+.50 Stock Market Moving Averages Weekly Data Points >50-day MA/>100-Day MA N/A +.50 S&P Case-Shiller 20 City Comp Index 146.14145.95 (Revised)+.50 Total+3.75 Last Update: 4/4/2013

NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 67.7% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - Neutral Economic Optimism Index Economic Optimism Index 15 25 35 4565 75 85 95 67.7% READING AS OF: 4/4/2013 POSITIVE AS OF: 8/17/2012 Current ReadingPrior Reading

Built By Advisors For Advisors Market Sentiment/Diagnostics As of: April 2013

Built By Advisors For Advisors SENTIMENT INDICATORS as of April 1, 2013 1. AAII Investor Survey 2. TSP Sentiment Survey 3. NAAIM Survey of Manager Sentiment 4. CBOE Volatility Index INTERNAL INDICATORS 5. S&P500 - 50D MA and 200D MA AND 2/10 MA 6. NYSE Bullish % 7. S&P 500 Bullish % ($BPSPX) 8. Percent of NYSE stocks above 200DMA 9. Percent of NYSE stocks above 10WMA or 50DMA ($NYA50R) 10. NYSE 52-Week New Highs and New Lows 11. Percent of S&P500 stocks above 200DMA 12. Percent of S&P500 stocks above 50DMA ADDED INDICATORS 13. Option Sentiment 14. Option Buyers Sentiment Gauge (OBSG) 15. Consumer Sentiment Index 16. Nasdaq Sentiment Index 17. Rydex Nova/Ursa Sentiment Indicator

Built By Advisors For Advisors 29.4% April 2013

Built By Advisors For Advisors Charts of Interest!

Built By Advisors For Advisors Source: Wall Street Journal Low Correlation! According to the Journal, the cause could be demand OR supply If the former: bad for the economy. If the latter: could be good According to the Journal, the cause could be demand OR supply If the former: bad for the economy. If the latter: could be good

Built By Advisors For Advisors The Philly Fed has a great Business Outlook Indicator that does a great job of assessing business conditions for the entire U.S. economy. Good to watch!! Source: dShort/Philly Fed Linear Regression and Channel TRACKING DATA 1.Weekly Claims 2.Monthly Payroll 3.Industrial Prod 4.Personal Income 5.Manufacturing/Trade 6.GDP

Built By Advisors For Advisors SPREADS IN THE NEWS The Cleveland Fed uses a 10-3 year yield spread to predict GDP growth for the year Current outlook is for 0.5% growth

Built By Advisors For Advisors SEVEN OF MANY!! PROBLEMS IN THE U.S. LABOR FORCE SEVEN OF MANY!! PROBLEMS IN THE U.S. LABOR FORCE

Built By Advisors For Advisors DEFINING THE PROBLEM #1

Built By Advisors For Advisors DEFINING THE PROBLEM #4 JOLTS REPORT

Built By Advisors For Advisors DEFINING THE PROBLEM #5,6,7 5. CHALLEGER REPORT Planned Layoffs 49,255 (Up 30% YOY) 6. ADP REPORT Added 158,000 vs 200,000 forecast 7. WEEKLY CLAIMS Up 28,000

Built By Advisors For Advisors APRIL PORTFOLIO INFORMATION

Built By Advisors For Advisors GROWTH

As of March 29, 2013 - Subject to change. April 2013 Stock Picks TOP 25 STOCKSApril-13 RANKTICKERNAMESECTORINDUSTRYSCORE 1CELGCelgene Corporation08 - Health Care0803 - Biotechnology & Drugs81.77 2UTHRUnited Therapeutics Corporatio08 - Health Care0803 - Biotechnology & Drugs72.92 3MXMagnachip Semiconductor Corp10 - Technology1033 - Semiconductors77.99 4DLTRDollar Tree, Inc.09 - Services0951 - Retail (Department & Discount)77.99 5TJXTJX Companies, Inc., The09 - Services0945 - Retail (Apparel)77.05 6MONMonsanto Company01 - Basic Materials0103 - Chemical Manufacturing76.06 7CVLTCommVault Systems, Inc.10 - Technology1036 - Software & Programming75.44 8HRLHormel Foods Corporation05 - Consumer Non-Cyclical0515 - Food Processing75.22 9RMDResMed Inc.08 - Health Care0812 - Medical Equipment & Supplies74.27 10AGNAllergan, Inc.08 - Health Care0803 - Biotechnology & Drugs73.90 11ALKAlaska Air Group, Inc.11 - Transportation1106 - Airline73.90 12ADSAlliance Data Systems Corporat07 - Financial0703 - Consumer Financial Services73.55 13PRGOPerrigo Company08 - Health Care0809 - Major Drugs73.06 14SRCLStericycle Inc09 - Services0975 - Waste Management Services72.91 15DISCADiscovery Communications Inc.09 - Services0921 - Motion Pictures72.57 16CERNCerner Corporation10 - Technology1036 - Software & Programming70.90 17SBUXStarbucks Corporation05 - Consumer Non-Cyclical0515 - Food Processing70.43 18TSCOTractor Supply Company09 - Services0960 - Retail (Home Improvement)70.19 19FLTFleetCor Technologies, Inc.09 - Services0909 - Business Services70.07 20HFCHollyFrontier Corp06 - Energy0609 - Oil & Gas Operations68.33 21GILDGilead Sciences, Inc.08 - Health Care0803 - Biotechnology & Drugs68.32 22LUVSouthwest Airlines Co.11 - Transportation1106 - Airline66.48 23BLKBlackRock, Inc.07 - Financial0718 - Investment Services64.36 24MAMastercard Inc07 - Financial0703 - Consumer Financial Services63.92 25LUKLeucadia National Corp.01 - Basic Materials0115 - Forestry & Wood Products62.62

Investment Style of the Portfolio As of March 29, 2013- Subject to change. TOP 25 STOCKSApril-13 ULTIMATE SCREEN-BASED LIST RANKTICKERNAME PopularValueGrowthQualitySentimentSCORE 1CELGCelgene Corporation YES#N/A YES81.77 2UTHRUnited Therapeutics Corporatio #N/AYES #N/A 72.92 3MXMagnachip Semiconductor Corp YES#N/A YES77.99 4DLTRDollar Tree, Inc. YES#N/AYES #N/A77.99 5TJXTJX Companies, Inc., The YES#N/AYES #N/A77.05 6MONMonsanto Company YES#N/A 76.06 7CVLTCommVault Systems, Inc. YES#N/AYES#N/A 75.44 8HRLHormel Foods Corporation #N/A YES 75.22 9RMDResMed Inc. YES#N/A 74.27 10AGNAllergan, Inc. #N/A YES 73.90 11ALKAlaska Air Group, Inc. YES#N/A 73.90 12ADSAlliance Data Systems Corporat #N/A YES73.55 13PRGOPerrigo Company YES#N/A 73.06 14SRCLStericycle Inc #N/A YES 72.91 15DISCADiscovery Communications Inc. YES#N/A 72.57 16CERNCerner Corporation #N/A YES#N/AYES70.90 17SBUXStarbucks Corporation #N/AYES#N/A 70.43 18TSCOTractor Supply Company YES#N/A YES#N/A70.19 19FLTFleetCor Technologies, Inc. YES#N/A 70.07 20HFCHollyFrontier Corp YES#N/A 68.33 21GILDGilead Sciences, Inc. YES#N/A YES68.32 22LUVSouthwest Airlines Co. YES#N/A YES 66.48 23BLKBlackRock, Inc. YES #N/A 64.36 24MAMastercard Inc #N/A YES#N/A63.92 25LUKLeucadia National Corp. #N/A YES#N/A62.62

Beta of the Portfolio April 2013 For a Portfolio with 100% invested in Equity Beta of Portfolio= 0.93032 RANKTICKERNAMESECTORINDUSTRYBETAWeight Weighted Beta 1CELGCelgene Corporation08 - Health Care0803 - Biotechnology & Drugs0.660.040.0264 2UTHRUnited Therapeutics Corporatio08 - Health Care0803 - Biotechnology & Drugs0.910.040.0364 3MXMagnachip Semiconductor Corp10 - Technology1033 - Semiconductors2.390.040.09552 4DLTRDollar Tree, Inc.09 - Services0951 - Retail (Department & Discount)0.300.040.012 5TJXTJX Companies, Inc., The09 - Services0945 - Retail (Apparel)0.640.040.0256 6MONMonsanto Company01 - Basic Materials0103 - Chemical Manufacturing0.930.040.0372 7CVLTCommVault Systems, Inc.10 - Technology1036 - Software & Programming0.720.040.0288 8HRLHormel Foods Corporation05 - Consumer Non-Cyclical0515 - Food Processing0.500.040.02 9RMDResMed Inc.08 - Health Care0812 - Medical Equipment & Supplies0.690.040.0276 10AGNAllergan, Inc.08 - Health Care0803 - Biotechnology & Drugs0.830.040.0332 11ALKAlaska Air Group, Inc.11 - Transportation1106 - Airline0.610.040.0244 12ADSAlliance Data Systems Corporat07 - Financial0703 - Consumer Financial Services1.380.040.0552 13PRGOPerrigo Company08 - Health Care0809 - Major Drugs0.710.040.0284 14SRCLStericycle Inc09 - Services0975 - Waste Management Services0.230.040.0092 15DISCADiscovery Communications Inc.09 - Services0921 - Motion Pictures0.960.040.0384 16CERNCerner Corporation10 - Technology1036 - Software & Programming0.800.040.032 17SBUXStarbucks Corporation05 - Consumer Non-Cyclical0515 - Food Processing1.170.040.0468 18TSCOTractor Supply Company09 - Services0960 - Retail (Home Improvement)0.860.040.0344 19FLTFleetCor Technologies, Inc.09 - Services0909 - Business Services1.100.040.044 20HFCHollyFrontier Corp06 - Energy0609 - Oil & Gas Operations0.980.040.0392 21GILDGilead Sciences, Inc.08 - Health Care0803 - Biotechnology & Drugs0.480.040.0192 22LUVSouthwest Airlines Co.11 - Transportation1106 - Airline1.140.040.0456 23BLKBlackRock, Inc.07 - Financial0718 - Investment Services1.540.040.0616 24MAMastercard Inc07 - Financial0703 - Consumer Financial Services0.890.040.0356 25LUKLeucadia National Corp.01 - Basic Materials0115 - Forestry & Wood Products1.840.040.0736 1.000.93032 Beta of March Portfolio= 1.2104

CHANGE IN BETA April-13NEW DLTR0.30 TJX0.64 HRL0.50 AGN0.83 SRCL0.23 CERN0.80 FLT1.10 LUV1.14 AVG. BETA 0.69 March-13OLD KORS2.87 CAM1.55 CTRX0.62 CDNS1.39 FLS1.76 EBAY1.43 URBN1.08 FLR1.43 AVG. BETA 1.52

April 2013 Stock Picks As of March 28, 2013 - Subject to change. SectorAprilMarch Technology12%16% Services24%16% Health Care24%20% Financial12% Energy4%8% Cons Non- Cyclical 8%4% Cons Cyclical0%4% Cap Goods0%8% Basic Mat8% Transportation8%4%

Built By Advisors For Advisors DIVIDEND

Built By Advisors For Advisors As of:4/1/2013 RANK # TICKERCOMPANY Growth ScoreYield Score Dividend Yield TOTAL SCOREBetaRfRmCAPM 1 ARCCAres Capital Corporation72.5398.008.4085.261.750.060.68631.1560 2 OHIOmega Healthcare Investors Inc65.2596.006.2080.630.930.060.68630.6424 3 RAIReynolds American, Inc.65.9495.005.4080.470.570.060.68630.4170 4 TOTTOTAL S.A. (ADR)64.0896.006.1080.041.020.060.68630.6988 5 CTLCenturyLink, Inc.63.8996.006.2079.940.660.060.68630.4733 6 MAINMain Street Capital Corporatio63.1995.005.7079.100.730.060.68630.5172 7 TAT&T Inc.64.1794.004.9079.080.530.060.68630.3919 8 INTCIntel Corporation65.6792.004.2078.831.020.060.68630.6988 9 KMBKimberly Clark Corp67.8688.003.4077.930.310.060.68630.2541 10 NLYAnnaly Capital Management, Inc55.7299.0011.2077.360.310.060.68630.2541 11 AVAAvista Corp55.6793.004.6074.330.670.060.68630.4796 12 MCDMcDonald's Corporation62.2286.003.1074.110.400.060.68630.3105 13 UNSUNS Energy Corp58.5689.003.7073.780.590.060.68630.4295 14 ORIOld Republic International Cor52.5095.005.7073.750.840.060.68630.5861 15 CVXChevron Corporation61.4486.003.0073.720.800.060.68630.5610 16 LNCOLinnCo LLC50.0097.007.4073.503.050.060.68631.9701 17 LMTLockheed Martin Corporation52.7294.005.0073.360.940.060.68630.6487 18 MSFTMicrosoft Corporation59.5687.003.3073.281.140.060.68630.7740 19 HTSHatteras Financial Corp.47.0899.0010.0073.040.290.060.68630.2416 20 AZNAstraZeneca plc (ADR)49.2595.005.7072.130.640.060.68630.4608 21 COPConocoPhillips50.8992.004.3071.451.120.060.68630.7614 22 WMWaste Management, Inc.52.8690.003.8071.430.560.060.68630.4107 23 JNJJohnson & Johnson56.3586.003.1071.180.550.060.68630.4045 24 KKRKKR & Co. L.P.45.0097.006.6071.002.080.060.68631.3627 25 CLXClorox Company, The54.6586.003.0070.330.370.060.68630.2917 BetaRfRmCAPM Current Portfolio Yield:5.360 0.870.060.68630.6079%Per Month CAPM of Portfolio7.54%Annualized Current Portfolio Yield5.36% Expected return of the Portfolio12.90% APRIL 2013 Q1 DATA

Built By Advisors For Advisors ETF ELIMINATEDIHI (+1% > 2/1/13)KCE (+10.70% >1/2/13) (iShares Med Dev)(SPDR Cap Mkts)

Built By Advisors For Advisors SO WHATS UP WITH: CXO ADVISORY SO WHATS UP WITH: CXO ADVISORY

Built By Advisors For Advisors LAGGED EARNINGS AND INFLATION FORWARD EARNINGS & LAGGED INFLATION FORWARD EARNINGS AND INFLATION FORWARD EARNINGS YIELD MAY 1,2013 AUG 1,2013 START POINT: 1/31/2013 1498.11 START POINT: 1/31/2013 1498.11 Source: CXO Advisory THE MARKET FORECAST PRIOR DATA

Built By Advisors For Advisors LOOKING FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE 1544.55 TO 1585.00 6 MONTHS RANGE 1595.49 TO 1670.39 LOOKING FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE 1544.55 TO 1585.00 6 MONTHS RANGE 1595.49 TO 1670.39 Source: CXO Advisory APRIL 1 st ACTUAL: 1562.17 (START 1498.11)

Built By Advisors For Advisors LAGGED EARNINGS AND INFLATION FORWARD EARNINGS & LAGGED INFLATION FORWARD EARNINGS AND INFLATION FORWARD EARNINGS YIELD JUL 1,2013 OCT 1,2013 START POINT: 3/28/2013 1569.19 START POINT: 3/28/2013 1569.19 Source: CXO Advisory THE MARKET FORECAST NEW DATA

Built By Advisors For Advisors LOOKING FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE (Jul 1, 2013) : 1611.55 TO 1644.51 6 MONTHS RANGE (Oct 1, 2013) 1655.50 TO 1715.12 LOOKING FORWARD WITH THIS FORECAST MODEL WOULD PLACE THE S&P 500 AT: 3 MONTHS RANGE (Jul 1, 2013) : 1611.55 TO 1644.51 6 MONTHS RANGE (Oct 1, 2013) 1655.50 TO 1715.12 Source: CXO Advisory

Built By Advisors For Advisors A CLOSER LOOK AT: CERN

Cerner Corporation (CERN) Cerner Corporation designs, develops, markets, installs, hosts, and supports healthcare information technology, healthcare devices, hardware, and content solutions for healthcare organizations and consumers worldwide. It offers the Cerner Millennium architecture, which combines clinical, financial, and management information systems that allows providers to access an individual's electronic health record (EHR) at the point of care, and organizes and delivers information for physicians, nurses, laboratory technicians, pharmacists, front and back-office professionals, and consumers. The company also provides the Health Intent platform, a cloud-based architectural platform for population health that is agnostic to the source EHR and captures research, evidence, and financial and operational data, as well as provides the ability to apply statistical algorithms against contextual clinical activity to recommend clinical action. In addition, it offers a range of services, including implementation and training, remote hosting, operational management services, revenue cycle services, support and maintenance, healthcare data analysis, clinical process optimization, transaction processing, employer health centers, employee wellness programs, and third party administrator services for employer-based health plans. The company serves integrated delivery networks, physician groups and networks, managed care organizations, hospitals, medical centers, reference laboratories, home health agencies, blood banks, imaging centers, pharmacies, pharmaceutical manufacturers, employers, governments, and public health organizations. Cerner Corporation was founded in 1979 and is headquartered in North Kansas City, Missouri. Source: FinViz.com, April 2013

Source: Morningstar, April 2013 POSITIVES: Satisfying "meaningful use" requirements imposed by the U.S. government are driving health-care providers to Cerner because a number of competitors are struggling to keep up with the technological requirements needed to fulfill such requirements. Possible concerns: Very large companies such as General Electric, IBM, Microsoft, and Siemens have targeted the HCIT market for growth, which could pose a competitive threat to Cerner. Cerner Corporation (CERN)

Built By Advisors For Advisors Enters Portfolio

Built By Advisors For Advisors ENTERS PORTFOLIO 4/1/2013 Buy 4/1/2013 @ $93.99 ENTERS PORTFOLIO 4/1/2013 Buy 4/1/2013 @ $93.99

Built By Advisors For Advisors Trade Data

April 2013 Stock Picks As of March 28, 2013 - Subject to change. Industry: Software

Built By Advisors For Advisors FINVIZ SUMMARY

Built By Advisors For Advisors VALUE LINE

Built By Advisors For Advisors HITECH ACT: Health Information Technology for Economic and Clinical Health Act A POTENTIAL CATALYST FOR CERNER Part of American Recovery and Reinvestment Act -2009 $22 billion allocated to increase use of Electronic Health Records Reimbursements/incentives to transition to EHRs Meaningful Use qualifier Also incentives for Medicaid providers by 2016 Doctors who dont adopt EHRs by 2015 1% Medicare penalty Increasing to 3% over 3 years TRANSLATED BETTER GET GOING OR PAY UP!

Built By Advisors For Advisors Dow Technology Index Looking for stability

Built By Advisors For Advisors Application Software

Built By Advisors For Advisors

Typical Momentum Stock

THE CHARTS PLEASE!

Built By Advisors For Advisors DAVIDS CORNER

SWAPS AND SPREADS RATEPRIORCURRENTSTATUS* Libor/OIS14.5614.81 Euribor/Eonia.148.138 DTCC Repo Index Agency.139.146 MBS.158.155 Treas.143.138 High Yield4.784.87 Federal Reserve Currency Swaps (ECB) USD million 7 Day 2300 Open 7,963 2-Year Swap Spread.15.17 *Note: Status = No impact Status = Negative Impact As Of: 4/3/2013 CREDIT ANTICIPATES EQUITY CONFIRMS

Built By Advisors For Advisors LEES COMMENTS

Built By Advisors For Advisors Should we laugh or cry? I guess if you dont know the facts - this looks good! Lets talk. Should we laugh or cry? I guess if you dont know the facts - this looks good! Lets talk. This was proudly displayed by the bank in our building

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