Research Takeaways, Week of July 25, 2011

Special Feature: The Obama Administration’s Assault on Freedom, Jobs, the Constitution, Capitalism, Business, Christians & Jews

U.S. Stocks Drop on Debt Ceiling Concern… — Bloomberg.com, July 26, 2011

Firms May Drop Millions of IRA Savers on Rule Change — Bloomberg.com, July 26, 2011

Stuck on “Stupid Liberal” Mode — Townhall.com, July 2011

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Earnings Reports:

Air Products: Air Products EPS in Line, Revs Up — Zacks.com, July 22, 2011

(Air Products stock is featured on this website under Dang, Did You Just Miss Another Market Bottom?, GoodfellowLLC.com, July 2, 2010

Ann Taylor: 10 Companies to Consider That Report Earnings on Monday Part I — Seeking Alpha, July 22, 2011

(Ann Taylor stock is featured on this website under Growth Stocks for Immediate Short-Term Gains, GoodfellowLLC.com, July 10, 2011.)

U.S. Equity Strategy:

“Nearly 60% of S&P 500’s market capitalization has reported Q2 earnings, and the results have been generally positive. Reported earnings have outpaced consensus estimates by 4.4%, and only 11% have reported below consensus earnings. Reported revenues are beating the consensus by 3.2% with currency driving upside. The market continues to punish misses by more than it is rewarding beats. This effect is at least partly attributable to the relative outperformance of the largest 50 stocks so far this quarter. We forecast this asymmetry will continue in the second half of 2011.” — Morgan Stanley Research, July 29, 2011

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