Client Portfolio Review and analysis

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1 Client Portfolio Review and analysis July 17, 22 Vermilion Technical Research 6800 France Avenue South, Ste. 7 Edina, MN (952)

2 3-D PORTFOLIO ANALYSIS CRK(24) IART(14) BAX(24) APA() GMCR() OXY() APOL() LRN(26) MWW() STJ(26) CAVM() HP() STRA() DV() NUVA(6) CECO() JCOM() WFT() GNTX() - / - CPLA(28) JNPR(28) GTI() % CVD(24) MANT(28) HPQ(28) FCX(28) OIS() SLH(28) NUAN() << STRENGTHENING - WEAKENING >> M.A. (Position and % Composition) - / + 1% KSS() AVP(2) CTSH(21) FLO(9) GOOG(26) MAN(8) PEP() ABB(16) BCR(9) FHN(14) G() HAE(12) MSCI() RMD(9) BR() CE(14) EMR() GHL() + / - GS(14) % IEX() JCI(24) KNX(21) ROK() TMO(14) VPRT(10) WAG() BOKF(24) ATVI() AAPL(1) ATHN(1) CXW(1) IDXX(10) OMC(8) UA(1) CNQR() BMRN(21) ABT(12) AWH(6) DHR() IHS(5) PCP(17) ULTI(14) CVS() CXO(26) ACN(8) AZO(7) DKS(1) JAH(1) PRGO(9) UNH(2) FAST(14) MCD() ADBE(8) BBBY(7) ECL(12) LMT(7) PX(12) UPS(10) GILD(2) SLAB() + / + ADS(2) BWA(9) EEFT(5) LSTR(4) QCOM() VCLK(2) INWK(6) 55% AGN(8) CELG(4) EMC(7) MHS(2) ROP(8) VFC(7) JBL() AMG(6) CHD(7) FISV(7) MJN(5) SMBL(7) WMT() MDAS(2) ANSS(8) CHSI(1) GWW(4) MNST(1) SPLS(17) WNS(9) MON(21) APH(4) CL() HCC(7) MSFT(4) TDG(2) WOOF(9) MSM(12) ARG(3) CMG(2) HOLX(8) MYGN(2) TRMB(2) YUM(1) MTD() U1 U2 U3 D1 D2 D3 3% 1% 55% 19% % 5% Triple Cycle << STRENGTHENING - WEAKENING >> << STRENGTHENING - WEAKENING >> RSR Breakdown % % 16% 5% 12% 19% << STRENGTHENING - WEAKENING >>

3 Index or Sector Ticker Price MACD 1 week 1 month 3 month DJ Industrial Average DJII 12, U1 3 AR AR % 2.12% -0.93% NYSE Composite Index NYA 7, U1 2 AR AR % 2.82% -2.42% NASDAQ Composite Index COMP 2, U1 3 AR AR % 1.73% -1.93% Value Line Comp Index (Arithmetic) VLAZ 2, U1 2 AF AR % 2.79% -2.71% NASDAQ-100 Index NDX 2, U1 3 AR AR % 1.56% -1.87% NASDAQ / Industrial INDS 2, U2 1 AR AR % 1.73% -0.81% AMEX Composite Index XAX 2, U2 1 AR AR % 5.12% -0.89% S&P 0 (Operating Basis) SPX 1, U2 1 AR AR % 2.83% -0.42% S&P Mid Cap 400 MID U1 1 AF AR % 3.64% -2.75% Russell 0 RUT U2 1 AR AR % 3.86% 0.% Russell 1000 RUI U1 3 AR AR % 2.80% -0.89% S&P 100 OEX U2 4 AR AR % 3.03% 0.66% S&P Small Cap 600 SML U2 1 AR AR % 4.% -0.12% RSR Index(AVG) U1 2 AR AR % 3.00% -2.85% RSR Index(CAP) U3 3 AR AR 0.65% 3.72% 2.63% CD Consumer Disc(AVG) U1 1 AF BR % 1.14% -6.26% CD Consumer Disc(CAP) U3 1 AF AR 0.57% 0.% -0.34% CO Communications(AVG) U1 2 AF BR % 2.46% -4.72% CO Communications(CAP) D3 12 BF BF 0.% 1.33% -4.57% CS Consumer Staples(AVG) U2 3 AR AR % 2.02% -0.60% CS Consumer Staples(CAP) U3 6 AR AR -0.% 5.75% 6.49% EN Energy(AVG) U1 1 AF BF % 6.83% -7.48% EN Energy(CAP) U1 2 AR AR 2.00% 7.77% 0.87% FN Financials(AVG) U2 3 AR AR % 4.38% 1.99% FN Financials(CAP) U2 2 AR AR -0.% 3.55% -0.67% HC Health Care(AVG) U3 4 AR AR % 4.80% 6.% HC Health Care(CAP) U3 4 AR AR 1.24% 2.68% 2.09% MA Materials(AVG) U1 1 AF BF % 2.% -8.39% MA Materials(CAP) U2 1 AR AR 2.73% 6.17% 0.% MF Manufacturing(AVG) U1 1 AF BR % 3.% -6.12% MF Manufacturing(CAP) D3 7 AF BR 2.% 1.84% -6.87% SV Services(AVG) U1 2 AR AR % 3.66% -4.16% SV Services(CAP) U3 4 AR AR 2.02% 2.% 1.57% TE Technology(AVG) U1 1 BF BF - 0.% -1.% -9.40% TE Technology(CAP) U3 5 AR AR 0.90% 7.75% 12.58% 1

4 Group or Corp Ticker Price MACD 1 week 1 month 3 month (Sorted Best to Worst) CD-31 Restaurants, Casual Dining, Micro Cap U3 28 AR AR % 1.%.95% MF-33 Building Products, Doors & Windows U3 32 AR AR % 9.95% 19.00% TR- Airlines, Major U3 14 BR AR % -3.83% 10.88% CS- Organic & Natural U3 26 AR AR % 1.19% 12.% HC-09 Biotech, Micro-Cap U3 8 AR AR % 8.33%.46% HC-38 Urological Products U3 AR AR %.78% 33.64% FN-33 Commercial & Consumer Finance U3 26 AR AR % 8.78%.12% EN- Oil & Gas, Pacific Rim/Far East U3 5 AR AR + 8.%.32% 37.71% CS- Convenience Store U3 6 AR AR % 19.66% 28.% CD- Homebuilding, Large-Cap U3 4 AR AR % 12.64% 21.33% HC- Health Care Staffing U3 4 AR AR % 10.81%.54% SV- Correctional Facilities U3 4 AR AR %.94% 3.52% CS-19 Confectionaries U3 AR AR % 9.59% 19.60% HC-24 Health Care Services, Other U3 1 AR AF % 21.96% 39.44% CD-44 Retailers, Super Centers U3 8 AR AR % 7.45%.81% EN- Refining U3 4 AR AR %.42% 16.% HC- Biotech, Small-Cap U2 4 AR AR % 8.75% 16.36% CO-14 Telecomm Svcs., U.S. Large-Cap U3 AR AR % 3.65% 17.88% HC-31 Medical Transportation U3 10 AR AR %.%.80% HC- Pharmaceuticals, Generic U2 2 AR AR %.43% 8.52% HC-37 Wound Care U3 12 AR AR % 0.37%.10% TE-51 Software, Education U3 9 BF AF + -6.% -2.00%.% CD-07 Homebuilding, Small-Cap U3 3 AR AR % 8.84%.92% CS- Bakery Products U3 6 AR AR %.% 9.57% CO-19 Cellular Towers U3 6 AR AR % 3.52% 8.53% HC-35 PBMs U3 5 AR AR % 1.70% 0.78% HC- Diagnostic & Test Services U3 5 AR AR % 4.80% 9.44% FN-21 Thrifts, Midwest U3 5 AR AR % 4.89% 9.% CS-21 Tobacco, Large-Cap U3 4 AR AR % 6.33% 6.63% UT- Gas, Southwest U3 9 AR AR % 5.80%.% FN-51 REITs, Healthcare U3 6 AR AR % 8.%.41% MA- Cement/Aggregates U2 2 AR AR %.37% 6.38% UT- Foreign, Asia U3 3 AR AR % 2.62% 19.46% HC-07 Biotech, Mid-Cap U3 14 AR AR % 3.% 8.72% CD-34 Retailers, Family Apparel U3 4 AR AR % 7.45% 7.93% CO- Movie Theatres U3 3 AR AR % 7.81% 7.34% HC- Pharmaceuticals, Mega-Cap U3 5 AR AR % 5.83% 9.% TR-09 Shipping, Energy U1 1 AR AR %.26% 5.37% TE-58 Software, Investment Mgt U3 4 AR AR % 5.% 6.86% CD-26 Leisure Facilities U3 4 AR AR % 4.64% 6.03% CD-37 Retailers, Footwear U3 AR AR % 6.59% 9.43% HC- Pharmaceuticals, Small-Cap U3 5 AR AR % 3.58% 10.12% HC- Hospitals U3 3 AR AR % 7.57% 9.12% UT- Electric, West U3 31 AR AR % 4.35% 8.% CO- Cable & Satellite, Non-U.S U3 4 AR AF % 3.35% 1.68% FN-53 REITs, Storage U3 3 AR AR % 9.69% 6.43% CS-03 Hypermarkets & Super Centers U3 4 AR AR % 8.58% 4.% 3

5 Corp (Sorted best to Worst) Ticker Price MACD 1 week 1 month 3 month HLS HealthSouth Corp. HLS , U3 4 AR AR % 10.89% 17.41% CHD Church & Dwight Co. CHD 58. 8, U3 32 AR AR % 8.90% 14.% CATM Cardtronics Inc. CATM , U3 AR AR % 9.%.71% AMGN Amgen Inc. AMGN , U3 AR AR % 9.88% 16.28% PRXL PAREXEL International Corp. PRXL , U3 6 AR AR % 1.38% 6.48% ABT Abbott Laboratories ABT , U3 37 AR AR % 5.79% 10.10% ACOM Ancestry.com Inc. ACOM.79 1, U3 1 AR AR % 4.16% 16.% NU Northeast Utilities NU , U3 6 AR AR % 6.62% 10.42% BECN Beacon Roofing Supply Inc. BECN.51 1, U3 3 AR AR % 9.69% 8.82% MON Monsanto Co. MON , U2 5 AR AR % 10.% 12.% AMT American Tower Corp AMT , U3 14 AR AR % 3.% 9.53% CL Colgate-Palmolive Co. CL 1.28, U3 24 AR AR % 5.39% 6.47% RTN Raytheon Co. RTN 56.80, U3 5 AR AR % 3.61% 6.95% FO Beam Inc BEAM , U3 AR AR % 1.90% 10.26% CVS CVS Caremark Corp. CVS , U3 6 AR AR % 5.90% 9.65% COBZ CoBiz Financial Inc. COBZ U2 3 AR AR % 9.% 6.85% HAE Haemonetics Corp. HAE 75. 1, U3 26 AR AR % 4.35% 10.47% ACC American Campus Communities Inc. ACC 47. 4, U3 3 AR AR % 9.53% 5.46% BMY Bristol-Myers Squibb Co. BMY , U3 7 AR AR % 2.% 5.43% GILD Gilead Sciences Inc. GILD , U3 4 AR AR % 5.21% 4.% MDAS MedAssets Inc. MDAS U2 4 AR AR % 3.51% 1.65% CTXS Citrix Systems Inc. CTXS , U3 4 AR AR % 1.68% 4.77% CNW Con-Way Inc. CNW 35. 1, U3 AR AR % -1.68% 8.10% CINF Cincinnati Financial Corp. CINF , U3 12 AR AR % 2.% 8.89% FBHS Fortune Brands Home & Security Inc FBHS.42 3, U3 1 AF AR % 9.53% 8.31% PDCO Patterson Cos. Inc. PDCO , U3 4 AR AR % 2.85% 6.31% FISV Fiserv Inc. FISV , U3 5 AR AR % 3.26% 4.40% AWK American Water Works Co. AWK , U3 2 AR AR % 7.95% 6.57% KMR Kinder Morgan Management L.L.C. KMR , U2 1 AR AR % 12.46% 5.% MA MasterCard Inc. Cl A MA , U3 4 AR AR % 0.40% -0.82% OKE ONEOK Inc. OKE , U3 4 AR AR % 3.31% 6.24% RGA Reinsurance Group of America Inc. RGA 58. 4, U2 1 AR AR % 12.62% 2.56% AXP American Express Co. AXP , U3 3 AF AR % 2.64% 1.46% PLOW Douglas Dynamics Inc. PLOW U2 1 AR AR % 6.00% 6.24% IPG Interpublic Group Of Cos. IPG. 5, U1 1 AF AR %.43% 5.80% JKHY Jack Henry & Associates Inc. JKHY 35. 3, U2 4 AR AR % 6.28% 5.45% SASR Sandy Spring Bancorp Inc. SASR U2 2 AR AR % 5.92% 2.40% CMA Comerica Inc. CMA , U2 1 AR AR % 4.43% 0.% RDC Rowan Companies PLC RDC , U1 2 AR AR %.17% 2.94% AJG Arthur J. Gallagher & Co. AJG , U2 1 AR AR % 3.45% -1.% GB Greatbatch Inc. GB U2 1 AR AR % 8.85% -1.38% NATI National Instruments Corp. NATI.55 3, U2 1 AR AR % 3.81% 5.56% HXL Hexcel Corp. HXL.66 2, U2 1 AF AR % 3.97% -3.02% LMT Lockheed Martin Corp. LMT , U2 1 AR AR % 3.81% -2.47% FMBI First Midwest Bancorp FMBI U1 3 AR AR % 6.84% -0.88% ASBC Associated Banc-Corp ASBC.17 2, U2 2 AR AR % 2.% -0.% SBUX Starbucks Corp. SBUX , D2 1 AF AR % -2.45% -9.91%

6 Group or Corp Ticker Price MACD 1 week 1 month 3 month CD Consumer Disc U1 1 AF BR % 1.14% -6.26% CD Consumer Disc(CAP) U3 1 AF AR % 0.% -0.34% CD- Home Furnishings D3 4 AF AR % 7.47% -.40% Mohawk Industries Inc. MHK , U3 1 AF AR % 10.86% 12.75% Leggett & Platt Inc. LEG , U1 2 AR BF % 8.% -6.% Pier 1 Imports Inc. PIR , U1 1 AF AR % 3.02% -8.48% Tempur-Pedic International Inc. TPX.53 1, D3 7 BF BF %.89% % Select Comfort Corp. SCSS , D3 5 BF BR % 8.63% -.% Lumber Liquidators Holdings Inc. LL U3 31 AR AR % 8.19% 40.83% Mattress Firm Holding Corp. MFRM D3 2 BF BF % -3.61% -40.% La-Z-Boy Inc. LZB D3 4 BF BR % 7.75% -.% Ethan Allen Interiors Inc. ETH D3 8 AF BR % 19.44% -1.90% Cost Plus Inc. CPWM U3 31 AR AR % 0.%.90% Sealy Corp. ZZ U2 1 AF AR % -2.21% % Flexsteel Industries Inc. FLXS U3 2 AR AR %.37% 9.32% Natuzzi S.p.A. ADS NTZ D3 4 BF BF % -6.38% -6.71% Hooker Furniture Corp. HOFT U1 2 AF AR % 6.75% 0.41% Furniture Brands International Inc. FBN D3 7 BF BF % -9.84% -.38% Stanley Furniture Co. STLY U1 1 AF AR - 1.% 5.26% -9.87% CD-09 Consumer Electronics Mfrs U1 2 BF BF % -2.93% -.% Panasonic Corp. ADS PC , U1 4 BF BF % % -.74% Nintendo Co. Ltd. ADS NTDOY.95, D3 10 BF BF % -5.42% % Sony Corp. ADS SNE , D3 10 BF BF % -.77% % Garmin Ltd. GRMN 37. 7, D3 5 BF BR % 0.84% % Trimble Navigation Ltd. TRMB , D3 4 BF BR % -8.03% -.98% Sharp Corp. ADS SHCAY ,4 D3 BF BF % % % Harman International Industries Inc. HAR , D3 7 AF BR % 5.57% % Dolby Laboratories Inc. Cl A DLB , D2 1 BF BR % % -8.% RealD Inc. RLD U3 5 AR AR % -6.03% 9.% AutoNavi Holdings Ltd. ADS AMAP U2 3 BR AF % -0.91% -0.33% Skullcandy Inc. SKUL U1 2 AR BF % 7.33% % DTS Inc. DTSI D3 4 BF BF % % % TeleNav Inc. TNAV D3 34 BF BF % 0.51% % Universal Electronics Inc. UEIC U1 1 AF BF % 17.59% % Marchex Inc. Cl B MCHX U1 3 AR BF %.26%.65% SMART Technologies Inc. Cl A SMT U1 2 AF BF % -4.32% % CD- Sporting Goods/Leisure Products U2 2 AR AR % 7.% -6.44% Polaris Industries Inc. PII 74. 5, D1 7 AF AR % 3.98% -6.90% Brunswick Corp. BC.60 2, U1 1 AF AR % 5.90% -.% Pool Corp. POOL , U3 5 AR AR % 4.84% 8.84% Sturm Ruger & Co. RGR D3 3 AF AR % 9.55% -21.% Smith & Wesson Holding Corp. SWHC U3 3 AR AR % 36.02%.60% Arctic Cat Inc. ACAT D3 2 AF AR % 8.40% -.67% Callaway Golf Co. ELY U1 3 BR BF % -2.45% -17.% 16

7 Group or Corp Ticker Price MACD 1 week 1 month 3 month CS- Drug Stores U1 1 AF BR % 5.64% -4.76% CVS Caremark Corp. CVS , U3 6 AR AR % 5.90% 9.65% Walgreen Co. WAG.97 26, D3 10 AF BF % 4.73% -.80% Omnicare Inc. OCR , D3 6 AF BR % 6.71% -7.63% Rite Aid Corp. RAD , U1 2 BF BR % -4.48% % PharMerica Corp. PMC U1 2 AF BF % 5.21% -5.75% China Nepstar Chain Drugstore Inc. NPD D3 1 BF BF % -3.69% -5.86% CS- Bakery Products U3 6 AR AR %.% 9.57% Hillshire Brands Co HSH , U2 1 BF BR % 2.77% -9.% Flowers Foods Inc. FLO.87 2, U3 8 BR AR % -8.% -2.48% EN Energy U1 1 AF BF % 6.83% -7.48% EN Energy(CAP) U1 2 AR AR % 7.77% 0.87% EN- Oil & Gas, Global, Mega-Cap U1 4 AR AR % 7.00% 1.48% Exxon Mobil Corp. XOM , U2 2 AR AR % 4.99% 1.07% Chevron Corp. CVX , U2 1 AR AR % 7.41% 5.% BP PLC ADS BP , U1 3 AR BR % 8.78% -0.60% Royal Dutch Shell PLC ADS Cl A RDS.A , U1 3 AR AR % 5.% 1.% Total S.A. ADS TOT , U1 1 AR BF % 3.49% -6.% ENI S.p.A. ADS E , U1 2 AF BF % 1.60% -4.96% Statoil ASA ADS STO.73 75, D3 9 AF BF % 3.62% % Petrobras Petroleo Brasileiro ADR PBR , D3 AF BF % 0.00% -.% ConocoPhillips COP , U1 4 AR AR % 6.% 1.64% Occidental Petroleum Corp. OXY , U1 1 AR BR % 9.37% -1.88% EN- Oil & Gas, South America D3 9 BF BF % -0.28% % Ecopetrol S.A. ADR EC , D3 1 BF AR % -0.09% -5.32% Petrobras Petroleo Brasileiro ADR PBR , D3 AF BF % 0.00% -.% REPSOL S.A. ADR REPYY.39 19,7 D3 21 BF BF % 0.00% % YPF S.A. ADS YPF.07 4,903 D3 AF BF % 12.19% % Gran Tierra Energy Inc. GTE , D3 5 BF BF % -3.68% -.14% Petrobras Argentina S.A. ADS PZE D3 14 BF BF % 3.64% % BPZ Resources Inc. BPZ D3 5 BF BF % -4.60% % APCO Oil & Gas International Inc. APAGF D3 21 BF BF % 7.73% % EN-09 Oil and Gas E&P, Domestic, Mid-Cap D3 9 AF BR % 10.64% -8.% Continental Resources Inc. Oklahoma CLR , D3 6 AF BR %.46% % Pioneer Natural Resources Co. PXD , D3 6 BF BR % 8.14% % Range Resources Corp. RRC , U2 1 AF AF % 6.% 8.84% Cobalt International Energy Inc. CIE.76 9, U1 2 AR AR % 14.84% -.34% Concho Resources Inc. CXO , D3 10 AF BR % 9.94% -9.% Cabot Oil & Gas Corp. COG , U3 4 AR AR % 9.64% 32.42% Linn Energy LLC LINE , U2 2 AR AR %.17% 3.88% Denbury Resources Inc. DNR , D3 8 BF BR % 6.28% % Plains Exploration & Production Co. PXP , U1 1 AR AR % 24.96% -0.02% 21

8 Copyright 9 Reuters Page 3 of 88 Reuters Athena November, User. \\<DEFAULT>\us;CTXS Page 3 of 88 daily data(ctxs) LS: NET: Citrix Systems Inc ma()=64.31 ma2()=52.16 ratio(ctxs;spx)= volume(ctxs)= rsi(14)=48.89 level=.00 level2= //09 10//09 /8/09 12//09 1/31/10 3//10 4//10 5//10 7/4/10 8//10 9/26/10 10/24/ daily

9 Copyright 9 Reuters Page 12 of 88 Reuters Athena November, User. \\<DEFAULT>\us;TER Page 12 of 88 daily data(ter) LS:.280 NET: Teradyne Inc ma()=.10 ma2()= ratio(ter;spx)= volume(ter)=44896 rsi(14)=47.53 level=.00 level2= //09 10//09 /8/09 12//09 1/31/10 3//10 4//10 5//10 7/4/10 8//10 9/26/10 10/24/ daily

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