Having a systematic process for stock selection can substantially improve portfolio returns over haphazard stock picking. Many investors make the mistake of buying good stocks going the wrong direction, and others don't know how to distinguish a good stock from its peers.

Let’s take a look at today’s U.S. Non-Farm Payrolls Report. The big picture still suggests we are in a jobless recovery. The focus of today’s report will be on the private sector. An anemic jobs number is likely to cause companies to continue to conserve cash and refrain from hiring.

One key factor that remains a major concern is the high level of the weekly jobless claims number.

The votes are counted and Scott Brown is the Senator-elect from Massachusetts and has pledged to be the 41st vote to sustain a filibuster against President Obama's Health Care legislation.

The price action in the financial markets indicate that despite red flags like Friday's weak non-farm payrolls report, investors still want to be long risk. This sentiment was reinforced by the stronger than expected service sector ISM index which rose from 48.4 to 50.9 in September. For the first time in 12 months, activity in the service sector expanded which shows the long way that the U.S.