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Facebook, PayPal, Apple Earnings Reports and More!

publication date: Jul 29, 2021
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Image shown: Qualcomm’s chart is looking mighty attractive. 

Thus far, second-quarter earnings season has been solid. Investors may be looking to take some profits, but we believe they’ll likely be buying back their favorite ideas toward the back half of the year. The market continues to be a bit cautious on tech in light of growing regulatory concerns in China, and inflationary pressures may temporarily hurt some within the consumer staples arena, but we’re not reading too much into either of these concerns. We maintain our very bullish take on the markets, and we believe that the newsletter portfolios are very well positioned for the ongoing bull market.


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