Slower Earnings Growth Will Test Bull Market

Many analysts say that the rapid growth in U.S. corporate earnings may have peaked in the first quarter of this year, according to a recent article in The Wall Street Journal. According to FactSet data, the article says, earnings growth is expected to reach 19% in the second quarter, 21% in the third and 17% in the fourth, with numbers in the single digits next year. But some analysts argue that the slowing might be… Read More

Small Cap Stocks Losing Earnings Steam

The global growth outlook, more than a smoothing of the Trump bump, has resulted in small-cap stocks losing the upper hand—a dramatic shift from what happened right after the election. This according to The Wall Street Journal’s Steven Russolillo. Small-cap stocks (those with market capitalizations generally under $2 billion) spiked by more than 11% between the election and last Thanksgiving, writes Russolillo, who explains that many traders bet on the new president’s tax cuts and… Read More

Zweig Strategy: 10 Growth Investment Ideas for a Tough Market

In every other issue of my investment newsletter, The Validea Hot List, I look in detail at one of the computerized guru models on run on Validea.com. In this week’s issue, I outlined the strategy from the famous growth oriented investor, Martin Zweig. Below you will find an excerpt from the newsletter along with a handful of top scoring stock ideas based on the Zweig investment strategy. Taken from the March 6, 2009 issue of… Read More