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Stocks / Commentaries

The Dogs Lost Some Steam In The August Heat, But Maintained Their Lead

Mario Ferro | 9/16/2014

As the U.S. bull market for equities marches toward a sixth straight year, major benchmarks such as the S&P 500 and Dow Jones Industrials have clawed their ways to new highs. However, the numbers alone don’t tell the whole story. The Dogs of the Dow strategy, unsurprisingly, is also benefitting from the upswing, advancing every month with the exception of January. Although August found the pack lagging the gains posted by the 30 Dow Industrials as a whole, year-to-date performance has maintained a relatively comfortable lead. Merck and Microsoft logged the biggest gains last month, but Intel’s stock has outrun the Dogs (and the rest of the Dow components, for that matter) by a sizable margin so far this year.

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Markets / Commentaries
Industrial Production Eases In August 2014

Harvey S. Katz | 9/15/2014

Industrial production declined in August, dipping by a scant 0.1%, for that sector's first retreat in seven months. The setback was not only somewhat disappointing, but it was a little surprising, as well, with output having been expected to rise by 0.3% last month.

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Stocks / Analyst Ideas
Stock Screen: Best and Worst Performing Industries September 12, 2014

Robert M. Greene, CFA | 9/12/2014

This week, we take a closer look at American Railcar (ARII), Greenbrier Companies (GBX), and Trinity Industries (TRN).

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Stocks / Analyst Ideas
Stock Screen: Best and Worst Performing Industries September 12, 2014

Robert M. Greene, CFA | 9/12/2014

This week, we take a closer look at American Railcar (ARII), Greenbrier Companies (GBX), and Trinity Industries (TRN).

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Markets / Commentaries
Retail Sales Jump In August 2014

Harvey S. Katz, CFA | 9/12/2014

Earlier this morning, the U.S. Department of Commerce reported that Americans had stepped up their spending in August, as retail sales gained a solid 0.6%. That improvement was as expected. Encouragingly, the rise was off a somewhat higher base than originally thought, as July retail sales, which had been estimated to have shown no increase, were revised to indicate a modest uptick of 0.3%.

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Stocks / Commentaries
Restaurant Roundup: September 11, 2014

Erik M. Manning | 9/11/2014

The end of the third quarter is rapidly approaching, so we will preview the upcoming earnings season for the restaurant industry. We will also take a look at a large proposed acquisition, the impact of rising wages and food costs, and a recent supplier issue.

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Stocks / Analyst Ideas
Stock Screen: Underperforming Growth Stocks September 10, 2014

Kevin Downing | 9/10/2014

In this stock screen, we set out to find equities that have fallen out of favor with investors, yet still have relatively high sales growth.

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Stocks / Analyst Ideas
Stock Screen: Underperforming Growth Stocks September 10, 2014

Kevin Downing | 9/10/2014

In this stock screen, we set out to find equities that have fallen out of favor with investors, yet still have relatively high sales growth.

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Stocks / Commentaries
GMO Update: Is Organic Gaining Ground?

George M. Lee | 9/9/2014

As the anti-GMO (genetically modified organisms) movement begins to rack up some victories, organic foods are enjoying greater popularity.

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