Earnings Season: Way Too Many "Sell the News" Reactions...From Way Too Many Stocks

In this week's podcast, Mary and I discuss how there are many too many companies whose stocks are trading lower...frequently much lower...after they report earnings/guidance.  This is taking place for the stock of companies whose earnings/guidance were excellent...as well as those whose stocks have not rallied recently (and thus not "priced in" the good news.......We also discuss how the financial stocks are the one group that is the exception to this trend right now...and what to look for from specific stocks in this sector.....On top of this, we discuss the geopolitical changes that are taking place...AND we highlight several stocks which we believe will outperform in the second half of this year.