Go where the 'fish are biting' for better opportunities, Real Money's Gary Dvorchak says.
Without Apple, the S&P's earnings trend is flat, not down -- but that's still far from ideal.
Our look at the final four brings up education, networking, energy and consulting.
One of the secrets to investing success is to fish where they are biting.
As we wind down during the holidays, it is time to look for hot ideas to buy for 2012.
In-line EPS and better-than-expected revenue results offer little solace for the dour guidance.
The sub-sector pays fat dividends and is less volatile than commodity semiconductors.
Its results demonstrate how this semi group can absorb a meaningful slowdown in sales yet sustain high margins.
As communication end-markets weaken, the Street is expecting less from JDSU's test unit.