SMP – Smarter Investing

Investing ideas to fortify your portfolio for the strong dollar era.

Outlook Strategies

Smart investing ideas for the mighty dollar

We like Ford, GM and Paccar as auto industry revs up

In 2013, the auto industry is poised for a robust year of sales.

Strategies

We like Ford, GM and Paccar as auto industry revs …

I bought DuPont as a proxy for the coming housing rebound

DuPont is a worldwide industry leader that will immediately benefit from a rebound in the housing industry in United States.

Strategies

I bought DuPont as a proxy for the coming housing …

I expect these companies to have earnings surprises – GEARS (DAKT, COHU, SMP)

Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long DAKT, COHU, SMP, FWRD, BMI, NANO, LLTC, MXIM, LOJN I created the Earnings Surprise Model to exploit the earnings surprise pattern in fundamental data. The components of the surprise pattern are rising sales growth, higher gross profit margins, high and falling […]

Strategies