No. of Recommendations: 0
I don't know how to weigh them, but I think

1) Proposed changes in taxation of dividends, which hurts any stock primarily owned for a high dividend.

has to be a big one. I have seen all kinds of ideas just sell off since the election results,
and the subsequent "fiscal cliff" debate. Many high dividend paying ideas have had major
sell-offs in the last 10 days. I watched one holding, PIMCO Stockplus (PGP) just get ripped
apart midweek, but recover somewhat today. Not quite as severe, but here's another holding
Niska Gas Storage (NKA) over the past month, now recovering
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