Finding Growth In A No-Growth Market
With the second quarter earnings cycle underway the question arises, what sectors should dividend growth investors be targeting? Growth in the second quarter is expected to be negative, estimates for future quarters has fallen and there is a risk the earnings recession that began in the first quarter could extend itself to three quarters.
My criteria for this analysis is simple: which sectors have the best outlook for growth this quarter, the clearest outlook for future earnings growth, and an expectation for earnings growth acceleration next year based on