(1) A dull start to a dull year? (2) Good, not great expectations. (3) Stocks were a great buy during August 2011. Not so much now. (4) Slightly overvalued using forward P/E. (5) Some very pricey industries. (6) Earnings-driven stock market this year. (7) Earnings should be up 10% in 2014. (8) So why is Q4-2013 disappointing so far? (9) Deflation may be a problem for margins. (10) The commoditization challenge.
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