A spike in volatility following a lackluster jobs report in the United States and a rate hike in Japan masked a broadly solid second quarter earnings season.
“I’m a long-term investor, but the long term is the sum of all the short terms so every quarterly earnings report matters,” says Mark Casey, equity portfolio manager. “I’m interested in evidence that my long-term thesis is going as expected, better than expected, or possibly worse than expected.”
With that in mind, here are three investment ideas from the latest round of earnings reports.
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