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.
At the time of publication, Sozzi had no positions in the stocks mentioned, although positions may change at any time.

Brian Sozzi is Chief Equities Analyst for NBG Productions. In this capacity, he is responsible for developing independent financial content and actionable stock recommendations (including ratings and price targets) for an institutional and retail investor base. In addition, Sozzi is the Editor in Chief of the "Decoding Wall St." investor education online platform.

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