If you want to do well in today’s market, ignore this rally. Pay all your attention instead to the only class of companies you need to know about. I call these companies the “best of breed.”  They’re probably the least-talked about companies in the market. Many investors are missing the boat. And that’s a shame. Read the full story

Tomorrow night after the market closes Google will report their 2009 first-quarter earnings. Looking at the estimates, it almost seems as if the market is doing everything possible to help Google beat estimates. But has the bar been lowered enough? Let’s take a look. Read the full story