"Kevin Caron" is a Sculpture/sculptor from Phoenix, Arizona. He has created more than 40 private and public commissioned works which are on display across the United States. Among his works are pieces on public display in Tucson, Arizona, Temple, Texas, and Avondale, Arizona. His public art sculpture Hands On won 17th Annual Best of the West Arts & Culture Award for 2009. He works primarily in fabricated steel.

More Kevin Caron on Wikipedia.

It has nothing to do with an election year. We believe the underlying earnings are what really count.

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The days of multiple expansions due to falling (interest) rates are largely behind us so when it comes to portfolio management, the old strategy of just 'buy the index' doesn't work anymore, ... What you're really coming down to is going back to a very old fashioned stock-by-stock approach to putting together a portfolio.

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I think the market is going to be in a position to rally going into the events of next week.

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There's a growing realization that technology is where earnings growth is going to show up. Investment spending drives earnings, and it's going to technology.

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Right now the market is digesting some very good gains it's had over the last year.

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We've held out that, as you move through the third-quarter earnings, the companies that report will show strong growth, ... Stock prices have been so compressed that it give investors reason to step in and pick up stocks at depressed prices.

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What's going to drive stock gains going forward is the earnings, and the current crop of earnings may have already been accounted for. I'm looking for the earnings in the second quarter and particularly the second half of the year to drive stocks higher.

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If the Fed is just neutral, what's really going to move the market higher is more progress on the earnings front. You're going to want to be overweight in those companies that have the greatest underlying earnings growth, and that's technology.

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Oracle had gotten to valuations that it probably didn't deserve yet and the sell-off is a reflection of concerns over valuations. It's still a very good software company. We expect a little slower revenue growth but overall, they are an impressive company.

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