In order to survive a blind date, one has to be mentally ready for all scenarios. Remember that, while you may be subliminally bathing in the chirpings of uber-pumpers, let your facts be the guide -- and be prepared to change when the facts begin to evolve. Or, if you are super long-term, names such as General Electric ( GE) look to have pricing power in a world ridden with risks.
Your Daily Learning Lesson
I received a great question Tuesday -- someone inquired whether the bad sales and earnings misses from Acuity Brands ( AYI) were causes for worry on Home Depot ( HD) and Lowe's ( LOW). I love this individual's dot-connecting. Ultimately, I say no -- it may actually be a positive sign that a name such as Home Depot has continued managing its business to gross-margin expansion, as opposed to becoming too enamored on the housing recovery (If it orders a ton of inventory that doesn't sell, that raises the risk). In a duel with Lowe's, Home Depot remains my pick for multiple reasons.
Prez Debate Fun
Stick in your Google ( GOOG) calendar to peek at my Twitter feed, say, at 7:30 p.m. EDT or so. I'll have a friendly debate-party game for you to play.