Which stock is the apple of my eye?

Chief Investment Officer and founder of Aitken Investment Management
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It has been a noisy start to the year in global equity markets, with the enthusiasm of the first several weeks being somewhat dampened by the ongoing public health challenges posed by the coronavirus spreading in China (and beyond). Against this backdrop, the US earnings season is in full swing.

While it’s fairly early days yet (around a fifth of the S&P 500 have reported results), fundamentals continue to remain reasonably solid: roughly 62% of companies have reported revenues that met or exceeded consensus expectations, while that number rises to 77% at an earnings level.

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