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Quarterly Earnings

Portfolio Earnings: A First Look

By Roger S. Conrad, on Jan. 28, 2017

In the Jan. 19 article Making a Move Ahead of Earnings Season, we explained our bullish case for our Portfolio holdings heading into fourth-quarter earnings season. The foundation for that case consisted of third-quarter results, management guidance and subsequent developments.

Now that we have a few early returns, it’s time to measure that forecast against reality.

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