Stocks to be bullish about

Chief Investment Officer and founder of Aitken Investment Management
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There was a little bit of chill in the morning air this morning, but certainly no chill in global equity markets as stronger than expected earnings from many of the world’s largest companies combined with comments from Fed Chairman Bernanke generate 'goldilocks' conditions.

What makes me bullish is many of the biggest consumer and industrial cyclical companies in the world are reporting strong earnings growth – Apple, American Express, Caterpillar, Boeing, DuPont, 3M, and even Harley-Davidson!

I genuinely don’t think this is lining up as the third 'sell in May and go away' year. This is lining up as 'buy in May and stay', particularly in Australian equities.

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