A Modest Proposal

The economy added only 80,000 new jobs to the nation’s nonfarm payrolls in June, according to the Labor Department. Many economists were expecting stronger growth in the jobs market, especially following ADP’s jobs report on Thursday that said private businesses added 176,000 new jobs in June. The Labor Department’s calculation is frequently at odds with ADP’s assessment and can be adjusted in a later report. The unemployment rate remained at 8.2% in June…. Read more:  A modest proposal

Buy on Strength, Buy on Weakness: Two Sector Updates

Health care was the best-performing S&P 500 sector in June and the second best-performing sector in the first half of 2012. In light of those facts and the Supreme Court’s decision to uphold the constitutionality of the Affordable Care Act, we thought we should reiterate why we have a positive stance on the sector.

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Buy on Strength, Buy on Weakness: Two Sector Updates