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Why I see the S&P 500 hitting 1,600 by year-end
This forecast is based on belief that bank earnings, dividends and repurchases will provide the next catalyst to earnings for the index.
Manager Commentary Joe Agresti on 18 Apr 2012
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Why I added SodaStream to my portfolio
SODA is a unique company with very positive growth prospects for both sales and earnings per share.
Manager Commentary Joe Agresti on 19 Mar 2012
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Strong Corporate Earnings Could Sustain Market Rally
A simple sign suggesting that the era of depressed values that we have seen since the economic recession is over.
Manager Commentary Joe Agresti on 29 Feb 2012
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How I read a 10-K: The case of LoJack
In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.
Manager Commentary Joe Agresti on 10 Nov 2011
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China and India are nowhere near investible now - Joseph Agresti (SOLR)
Author: Joseph Agresti Covestor model: China & India Disclosures: None. I am still confident that we will reach 1600 on the S&P 500 by the end of 2012. Greece is behind us, Japan is behind us, the "end of the world” is behind us - until it is in front of us again. I believe ... read more
Manager Commentary Frank on 14 Jul 2011
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