S&P 500 2,441.20 17.28
Gold$1,224.80 $5.30
Nasdaq 6,253.81 61.92
Crude Oil $60,490.00      $-1570.00
Market Update

LVMH Plunges on Trade War Worries, PageGroup Says Brexit Non-Event
Oct 10, 8:05 AM EDT 
Ahlers net tumbled on weak revenues. Luxury goods conglomerate LVMH sales jumped after strong business in fashion and leather goods. PageGroup gross profit soared 20%.
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Citigroup, JP Morgan, Wells Fargo Earnings Lift Market Sentiment
Oct 12, 12:53 PM EDT 
Citigroup reported better-than-expected quarterly profit on higher bond trading. First Republic Bank beat profit estimates. JP Morgan Chase revenue jumped above expectations. Wells Fargo revenues rebound after the bank revamps operations.
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STOCK MOVERS

U.S. Movers: Citi, First Republic Bank, JP Morgan, PNC Financial, Wells Fargo
Oct 12, 12:54 PM EDT 
Citigroup reported better-than-expected quarterly profit on higher bond trading. First Republic Bank beat...
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U.S. Movers: Chubb, Fastenal, IDT Corp, Kulicke & Soffa, TransDigm
Oct 10, 12:34 PM EDT 
Chubb said net loss in the third-quarter attributable to natural catastrophes was $450 million. Fastenal ...
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U.S. Movers: AZZ, Blackbaud, Griffin Ind Realty, Helen of Troy, PPG Industries
Oct 09, 11:58 AM EDT 
AZZ missed profit but the equipment maker lifted outlook. Blackbaud tumbled on weak forecast. Helen of Tr...
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U.S. Movers: GE, Hyatt Hotels, Trilogy Metals, Village Super Market
Oct 08, 12:10 PM EDT 
GE agreed to sell its Energy Financial Services business to Apollo Global Management. Hyatt Hotels agreed...
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U.S. Movers: Costco, LeMaitre Vascular, Pier 1, SMART Global
U.S. Movers: Constellation Brands, HP, Int'l Speedway, Jefferies, Synnex
U.S. Movers: Acuity Brands, Lennar, Landec, RPM International, Synnex
U.S. Movers: Emerson Electric, Lamb Weston, PepsiCo, Paychex
U.S. Movers: Cal-Maine Foods, BioLife Solutions, Cohu, Stitch Fix
U.S. Movers: Aceto, BlackBerry, Carnival Corp, Progress Software, Vail Resorts
Mutual funds Q&A

Sustainable Growth through Quality
Polen Growth Fund
Damon Ficklin
“We don’t try to generate returns through repeating the process of buying low and selling high. Instead, ...

Growth Rooted in Quality
Grandeur Peak International Stalwarts Fund
Randy Pearce, Brad Barth
“We look for steady performers that we believe can continue to deliver returns over the long-term. We foc...

Finding Expectation Gaps
Principal International Small Company Fund
Tiffany Lavastida
“We consider valuation to be our anchor to reality and we focus on relative valuation, because we don’t w...
MANAGEMENT TALK Q&A

Quality, Cash Flow and Relative Value for Income
Brant Houston, Gary Pzegeo
“Clients and investors were searching for more income and we felt that income was going to be a key compo...

Defined in Holdings and Time Periods
Rich Stewart
What we say in the UIT industry is that you know what you own because there’s transparency; you know exac...

Stratified Returns
It’s a simple methodology and what it does is it basically selects the top scoring 75% of the market and ...
Polen Growth Fund
Damon Ficklin
“We don’t try to generate returns through repeating the process of buying low and selling high. Instead, we identify the 20 business that we believe are the best, pay a fair price for them, own them over time and let the underlying earnings growth drive the returns.”
Grandeur Peak International Stalwarts Fund
Randy Pearce, Brad Barth
“We look for steady performers that we believe can continue to deliver returns over the long-term. We focus on the highest quality subset of our huge universe, but are valuation sensitive.”
Principal International Small Company Fund
Tiffany Lavastida
“We consider valuation to be our anchor to reality and we focus on relative valuation, because we don’t want to overpay for the strong fundamental change characteristics.”
PNC International Equity Fund
Martin Schulz
“We believe investing in international equities enables us to access powerful long-term trends and a varied set of businesses that we couldn’t otherwise find within the U.S.”
William Blair Global Leaders Fund
Andy Flynn, Ken McAtamney
“It is not difficult to find a lot of great companies out there, but investing in them at a reasonable level of valuation is crucial. The main question is if the operating momentum is stabilizing or improving and what’s a reasonable multiple to pay for that.”










EARNINGS CALENDAR

SYMBOL COMPANY NAME EARNNINGS AUDIO
ECONOMIC CALENDAR

INDUSTRY DATE TIME
Retail Sales 2018-10-15 8:30 AM
Business Inventories 2018-10-15 10:00 AM
Import and Export Prices 2018-10-12 8:30 AM
Jobless Claims 2018-10-11 8:30 AM
Consumer Price Index [CPI] 2018-10-11 8:30 AM
EIA Petroleum Status Report 2018-10-11 10:30 AM
Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites. Market data: BATS Exchange. Inc