The presidential election outcome will shape debt talks with Congress.
Companies are still beating earnings, but missing on the top line.
At this juncture, he’s still looking for market upside.
Housing, energy and manufacturing all present opportunity.
We analyze our quantitative model every three months, and make adjustments.
There’s no next-big thing right now. But there are plenty of investment opportunities.
Apple is a little like Microsoft during the late 1990s tech bubble. So I sold.
Tessco has one of the best fair value ratings in the technology sector.
Transports are starting to play catch-up. That’s a potentially good sign.