Trouble on the Margin?

It’s been a very strong earnings season for US companies. But for many, it’s becoming much more challenging to expand profit margins. In a tougher environment, we think investors should focus more closely on revenue growth to find stocks that can thrive.

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Equity Markets Still Have a Lot Left in the Tank

Upbeat headlines alone don’t make the case that US equity markets will continue plowing ahead. But we think there’s plenty of evidence that 2013 could be the fifth consecutive year that equity investors climb the “wall of worry.”

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