IMPACT Portfolio Update

We’ve been expecting a rocky earnings season, and we’re getting one. Many companies will offer weak guidance for 2016, and stock buyback programs will be suspended over the next several weeks. In this alert, we cover earnings reports issued by a few companies. And over the next few weeks, we’ll get reports for several more positions. For now, here are our latest thoughts on our open positions…

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Dan Amoss

Dan Amoss, CFA, tracks aggressive accounting and other red flags that markets miss. He’s a student of the Austrian School of economics and Daily Reckoning fan since 2000. Agora Financial relies on Dan for macro market commentary as well as profitable plays like his 2008 call to readers to buy Lehman Bros. puts, which...

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