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Which Stock Market Sector is Ready for a Fall?

Which Stock Market Sector is Ready for a Fall?

Sometimes you look at the market and just shake your head. Trends that should be taking place aren’t, a stock market sector that should be growing isn’t. As you look at the sectors of the S&P 500, one stock market sector sticks out as getting ahead of itself. While...

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Q2 Earnings Continue Torrid Pace

Q2 Earnings Continue Torrid Pace

I can’t believe it is already earnings season. It seems like I was just writing the Q1 wrap. That quarter was a blockbuster - with increasing earnings, solid corporate guidance, and estimate increases. You almost could not write a better story for earnings. This...

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Coke or Pepsi: Which Stock is better?

Coke or Pepsi: Which Stock is better?

  Back in the 80’s, these two large caps (Coke stock and Pepsi stock) were core holding for virtually everyone. At that point, the answer would have been both stocks are great! Warren Buffet was beginning to ride the long-term ride upwards with Coke. It was touted as...

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What do Share Buybacks have to do with Earnings Per Share?

What do Share Buybacks have to do with Earnings Per Share?

When the recent Tax Reform came out at the end of last year, pundits predicted that companies would put tax savings towards share buybacks.  These companies would repatriate money that had been stowed overseas to shelter them  from the higher U.S. tax rates. Once back...

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Earnings Season—The Big Picture

Earnings Season—The Big Picture

  Sometimes you read the earnings season press or the reports released by Wall Street Research Departments and you quickly lose the forest for the trees. They are so dense with statistics and numbers that  you miss that there is a sizeable trend underway. So I am...

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How to Pick a Real Estate ETF

How to Pick a Real Estate ETF

  You have decided to take the plunge into a Real Estate ETF! You know that this asset class would help you diversify your portfolio, and add some interesting performance characteristics. You also know that Real Estate has underperformed recently. So there could be...

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