Lynette Schroeder
Lynette Schroeder
added number technology
In Europe, we added a number of technology companies.
ahead earnings fairly forecasts gave guidance optimistic
Their earnings were ahead of forecasts and they gave fairly optimistic guidance going forward.
couple earnings estate exposure good japan japanese
We do see a lot of earnings acceleration in Japan in a couple of sectors in particular. We've got good exposure to Japanese retailers, good exposure to Japanese real estate companies.
appreciation earnings follow looking showing stocks
We're looking for stocks that are showing accelerating earnings growth. Stock appreciation will follow earnings growth.