Sector Detector: Strong Earnings Balance Global Worries

Nathan Barton submits: Last week I wrote an article on Dialog Semiconductor (DLGNF.PK) prior to their reporting of 3Q results. Based on strong earnings of several of DLG's largest customers, shares had run up into earnings in anticipation of a strong report. Analyst estimates had also accelerated to well above management guidance.

Experts are split on what's behind this huge 4-year long bull market. Some believe it has been driven by improving fundamentals.  Others believe it has been driven by the Federal Reserve's easy monetary policy.

Experts are split on what's behind this huge 4-year long bull market. Some believe it has been driven by improving fundamentals.  Others believe it has been driven by the Federal Reserve's easy monetary policy.

By ZetaKap:Stocks at the mid-cap level present an interesting opportunity. Companies of this size tend to offer a nice balance between growth potential and a reduction of the risk associated with small-caps. To find healthcare stocks that illustrate that balance, we looked specifically for those with impressive EPS growth projections in the next year. In addition, we reduced the list to include those that received a recent 'Buy' or 'Strong Buy' rating from industry analysts.

By Parsimony Investment Research:Robust corporate profits and modest price to earnings ratios have been the primary investment thesis for stock market bulls. Corporate balance sheets are relatively strong when compared to sovereign and consumer balance sheets. Investors have been attracted to high quality U.S. equities due to their attractive yields compared to the paltry yields on government securities. The price to earnings ratio of the S&P 500 is approximately 13x.

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