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According to Standard & Poor’s, only three of 10 S&P sectors are expected to post positive earnings growth for the fourth quarter, with telecommunications (17.9%) consumer discretionary (7.5%) and healthcare (5.6%) once again leading. We take a look at earnings forecasts of our various holdings in these sectors.In telecommunications, Conservative… Read More

We’re adding four new positions in Europe as we believe 2016 will be a breakout year for the region.In the Conservative Portfolio, we add a consumer discretionary company, the Italian eye-wear giant Luxottica, that has been booking higher sales on growth in the U.S. and Europe.  Buy Luxottica (NYSE: LUX) up… Read More