Politics is only one area that affects stock performance, and often it’s a relatively small and unsustainable one.
We continue to see more potential opportunities in the sector and are sticking with our outperform rating.
Weak U.S. profit growth and Fed policy uncertainty have weighed on U.S. stocks
It's been a very mixed picture for the U.S. consumer.
The info tech sector is at a point where increased demand will have to come from businesses—not just consumers.
Prices have increased on new and existing homes, which potentially bodes well for the American economy.
The macroeconomic environment can have a big impact on the performance of individual sectors.
It is difficult to ignore the strong recent performance of the telecommunications and utilities sectors.
Dividends have become a more important part of equity returns as stock price increases have lessened.
Timing a bottom for something as volatile as oil is next to impossible.
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