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Sign In(1) Earnings are still growing. (2) Another setup for positive earnings surprises. (3) All measures of profits on uptrends. (4) The magic long-term growth number is 7%. (5) Earnings providing tailwind for stock market. (6) Revenue estimates rising for S&P 500. (7) Broad-based upturn in revenues and earnings for the 10 sectors. (8) IT outperforming, while consumer sectors underperforming so far this year. (9) Financials are cheap. (10) Still recommending overweighting in Financials, Health Care, Industrials, and IT sectors.
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