Finding Growth Stocks in the Teeth of a Bear Market

Financial statement updates for the third and pre-election quarter will begin soon. Corporate growth is falling very broadly and on average. Only a few of the largest companies are recording a sales growth improvement in the recent second quarter update now complete.Q2 2020 hedge fund letters, conferences and moreThe third quarter will give us some evidence of the timing of a recovery from the recent growth decline that began in the third quarter of 2018. What will be of most interest is the decline in the average gross profit margin. An unusually large proportion of US companies are recording…

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HEDGE accordingly