Financials
I want to give a quick analysis of where we are with earnings season. At a high level, earnings have been quite good for most companies and especially the ones I own. The tax plan enacted at the end of the year has given another growth catalyst to companies already making record profits.
As part of managing my holdings I have been reviewing the reports that have come in. Perhaps the biggest thing I am looking for is the 2018 guidance provided by management.
