The stocks mentioned in this article be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which an SEC registered investment advisory
Investors should be on the lookout for moderating profitability, signs of a China slowdown, and capital allocation red flags, says Sanibel Captiva Trust's Pat Dorsey.
Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.