1. Built By Advisors For Advisors GO FIGURE – MATH CAN LIE (A BIT) SO IF: 1/3 = 0.333 WHAT DOES 3*0.333 = ? 0.999 RIGHT? SO IF: 1/3 = 0.333 WHAT DOES 3*0.333 = ? 0.999 RIGHT? 3 X 1/3 = 1 (RIGHT?) ACTUALLY NO: IN MATH 0.999(REPEATING DECIMAL) = 1 HERE’S PROOF: X= 0.999 10(X) = 9.999 10X – X = 9.999 – 0.999 9X = 9 X = 1 GOT TO LOVE THIS STUFF????

2. Built By Advisors For Advisors BIGFOOT INVESTMENTS OPEN FORUM Mar 28th, 2013 WELCOME!

3. Built By Advisors For Advisors AGENDA  WELCOME!  ADMIN NOTES  QUOTE OF THE DAY  OPTIMISM GAUGE  CHARTS OF INTEREST  SO WHAT’S UP WITH: CONVERTIBLE BONDS  A CLOSER LOOK AT  DAVID’S CORNER  SWAPS AND SPREADS  LEE’S COMMENTS  QUESTIONS/COMMENTS

4. Built By Advisors For Advisors  IF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT.  WE’LL 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! IIF YOU USE ANY OF OUR SLIDES, PLEASE REMEMBER TO HAVE THEM APPROVED BY YOUR COMPLIANCE DEPARTMENT.  WE’LL 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! “NOTES”“NOTES”

5. Built By Advisors For Advisors BigFoot Investments is now on Twitter, LinkedIn!

6. Built By Advisors For Advisors BigFoot On LinkedIn! Don’t Forget To Join Our “Group”

7. Built By Advisors For Advisors Notifying You! SMS Alert System

8. Built By Advisors For Advisors Screening/Scoring for April ACTIONPOSTING DATES Stock ScreenBy 5pm CDST – Friday 3/29/2013* Dividend Screen ETF Selections Stock Screening *Note: We will attempt to have all postings completed AMC on 3/28/2013

9. Built By Advisors For Advisors QUOTE OF THE DAY: QUOTE OF THE DAY: Take time to deliberate; but when the time for action arrives…… Andrew Jackson …STOP THINKING AND GO ON!

10. Built By Advisors For Advisors Optimism Gauge As of: 3/28/2013

11. IndicatorCurrent ValuePrior/Metric ValueCurrent Value St Louis Fed Financial Stress Index -.696-0.639(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) 343,000340,750-.50 ECRI Weekly Index6.36.4(Revised)+.50 Conf Board Leading Indicators (NEW) 94.193.9+1.0 University of Michigan Sentiment - Final77.6(Final – Feb 2013)73.8(Final-Jan 2012)-.25 Monthly Retail Sales (Adjusted)416,990416,070+.50 NFIB Small Business Sentiment90.888.9-.50 ISM Manufacturing 54.2 (Expansion Line = 50) 53.1+.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: 3/28/2013

12. NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 76.3% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - NEGATIVE NOTES/COMMENTS CURRENT READING: 67.7% PRIOR READING: 76.3% BIAS: MILDLY BULLISH 9 OF 13 INDICATORS POSITIVE TREND - NEGATIVE Economic Optimism Index Economic Optimism Index 15 25 35 4565 75 85 95 67.7% READING AS OF: 3/28/2013 POSITIVE AS OF: 8/17/2012 Current ReadingPrior Reading

13. Built By Advisors For Advisors Charts of Interest!

14. Built By Advisors For Advisors Source: EIA WE CAN HOPE

15. Built By Advisors For Advisors WATCH CAREFULLY

16. Built By Advisors For Advisors EVER HEARD OF THE MSDP? It’s the Monthly Statement of Public Debt  Published by Treasury Direct???  Summary of Debt Holdings  Last published in Feb, 2013  Also includes Statutory Limits

17. Built By Advisors For Advisors MOST OF ‘EM STILL LOVE US

18. Built By Advisors For Advisors THEY’RE STIILL BORROWING DESPITE THE RUMORS

19. Built By Advisors For Advisors THINK THERE IS CONCERN IN THE MIDDLE EAST?

20. Built By Advisors For Advisors SO WHAT’S UP WITH: Convertible Bonds SO WHAT’S UP WITH: Convertible Bonds

21. Built By Advisors For Advisors A bond that can be converted into a predetermined amount of the company's equity at certain times during its life, usually at the discretion of the bondholder. It is much like a Call Option that is attached to a bond. As such, there is a premium “attached” - a lower interest rate The conversion feature is a RIGHT NOT AN OBLIGATION! Sometimes called "CVs” or “Converts” A bond that can be converted into a predetermined amount of the company's equity at certain times during its life, usually at the discretion of the bondholder. It is much like a Call Option that is attached to a bond. As such, there is a premium “attached” - a lower interest rate The conversion feature is a RIGHT NOT AN OBLIGATION! Sometimes called "CVs” or “Converts” Source: Investopedia DEFINITION

22. Built By Advisors For Advisors THE BASICS:  Par Value: Price when issued  Conversion Price: Set when bond issued  Conversion Ratio: Components Par Value of Bond Conversion Price Par Value of Bond Conversion Price Bond Description (Sample): Acme Company 5-year CB with $1000 Par Value and Coupon of 5%; Conversion Price = $40 $1000 $40 $1000 $40 25  Conversion Value Current Stock Price ($30) X Conversion Ratio (25) = $750 AS YOU CAN SEE THIS BOND IS SELLING AT A PREMIUM Current Stock Price ($30) X Conversion Ratio (25) = $750 AS YOU CAN SEE THIS BOND IS SELLING AT A PREMIUM = or Par Value of Bond Conversion Ratio Par Value of Bond Conversion Ratio $40 Conversion Ratio

23. Built By Advisors For Advisors MORE : Parity – Bond’s conversion is equal to stock price Conversion Premium - Price of Bond exceeds market price of stock an investor would receive upon conversion Stock Split – Original Conversion Ratio/Split Ratio Dividend Declared - Conversion Ratio increases by dividend amount therefore the Conversion Price decreases.

24. Built By Advisors For Advisors PROS AND CONS FOR PURCHASING CONVERTIBLES CONS: Often issued by companies with poor credit ratings Can be dilutive to EPS of company If stock of company performs poorly – no conversion If issuer goes bankrupt have lower priority than common bonds Sell at premiums Usually “callable” – capping gains Can have limited upside CONS: Often issued by companies with poor credit ratings Can be dilutive to EPS of company If stock of company performs poorly – no conversion If issuer goes bankrupt have lower priority than common bonds Sell at premiums Usually “callable” – capping gains Can have limited upside PROS: They pay interest Typically offer better returns than conventional bonds (Kiplinger) If stock falls – they can only call so far since they eventually pay principal You may get to convert for a profit Offer some degree of protection against market fluctuations You can get dividends from companies that don’t normally pay such PROS: They pay interest Typically offer better returns than conventional bonds (Kiplinger) If stock falls – they can only call so far since they eventually pay principal You may get to convert for a profit Offer some degree of protection against market fluctuations You can get dividends from companies that don’t normally pay such Sources: about.com BONDS BioStockspro.com

25. Built By Advisors For Advisors INVESTING OPTIONS:  Buy the bond  ETF – CWB (SPDR Barclays Convertible Securities)  YTD - +3.51%  1 – Year - +9.03  CVRT Closed in Feb, 2013 (Invesco)  Mutual Funds – Next Pages  Best option – ETF or Fund

26. Built By Advisors For Advisors

28. Ranked Based On :  3-yr Return  Expense Ratio  Earnings Growth Rate  High YTD Return  High 5-yr Return  High Star Rating  Low P/E

29. Built By Advisors For Advisors INDEX COMPS

30. Built By Advisors For Advisors INDEX COMPS

31. Built By Advisors For Advisors WHAT’S A REVERSE CONVERTIBLE BOND? While a CONVERTIBLE BOND gives the BONDHOLDER the right to convert the asset to equity, a REVERSE CONVERTIBLE gives the ISSUER the right to convert to equity. In this case it is like a PUT OPTION that is held by the bond’s issuer on company shares. The company has the right, but not the obligation, to convert the bond into shares of company stock at the set date – and are exercised when the stock is below a “strike” price. Why would you buy one? Higher interest rates – sometimes 10%+ Sideways markets

32. Built By Advisors For Advisors DAVID’S CORNER

33. Built By Advisors For Advisors

34. SWAPS AND SPREADS RATEPRIORCURRENTSTATUS Libor/OIS14.0114.56 Euribor/Eonia.146.148 DTCC Repo Index Agency.167.139 MBS.193.158 Treas.160.143 High Yield4.78 Federal Reserve Currency Swaps (ECB) USD million 7 Day 252 Open 7,963 Note: Status = No impact Status = Negative Impact As Of: 3/27/2013 CREDIT ANTICIPATES – EQUITY CONFIRMS

35. Built By Advisors For Advisors

36. IMPORTANT DISCLOSURE INFORMATION Content is intended for investment professional use/review only. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by BigFoot Investments.com), or any non-investment related content, made reference to directly or indirectly in this presentation will be profitable, equal any corresponding indicated historical performance level(s), be suitable for any investment professional’s clients portfolio or individual situation, or prove successful. The investment professional retains all decision making authority as to whether or not to follow and/or implement any of the presentation content. BigFoot has absolutely no responsibly for any suitability determination pertaining to any of the investment professional’s clients, such obligation being exclusively the initial and ongoing responsibility of the investment professional. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment advice from BigFoot Investments.com. BigFoot Investments.com. is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice. Investment Professional acknowledges that to the extent required to do so, it is his/her/its exclusively responsibility to advise his/her/its employer/broker-dealer of its BigFoot subscription. BigFoot Investments.com is a service of Lee Johnson Capital Management, an SEC registered investment adviser located in Fort Worth, Texas. A copy of the Lee Johnson Capital Management LLC’ current written disclosure statement discussing our advisory services and fees is available for review upon request. No Sharing of Content: You acknowledge that the presentation content is for investment professional use only. You warrant and represent not to share any portion of the presentation content with any non-subscriber, including but not limited to your clients or prospects