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

PepsiCo to Acquire Israeli Company, Tyson Foods Buys Keystone
Aug 20, 12:27 PM EDT 
ConocoPhillips signed an agreement to recover $2 billion from Venezuela controlled oil company. Estee Lauder revenues soared but profit declined 19%. PepsiCo agreed to buy SodaStream. Tyson Foods agreed to acquire Brazil-based Keystone.
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Mulberry Tumbles on Profit Warnings, KPMG Fines Ted Baker
Aug 20, 12:14 PM EDT 
Mulberry tumbled after the luxury retailer warned of weak sales. The U.K. government took over the operation of Birmingham prison from G4S. KPMG fined Ted Baker for auditing misconduct.
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STOCK MOVERS

U.S. Movers: AngloGold, ConocoPhillips, Estee Lauder, PepsiCo, Tyson Foods
Aug 20, 12:28 PM EDT 
ConocoPhillips signed an agreement to recover $2 billion from Venezuela controlled oil company. Estee Lau...
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U.S. Movers: Applied Materials, America’s Car-Mart, Deere, Nvidia, Nordstrom
Aug 17, 12:25 PM EDT 
Applied Materials plunged on weak fiscal outlook. America’s Car-Mart reported better than expected revenu...
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U.S. Movers: Briggs & Stratton, Cisco, Dillard, J. C. Penney, Walmart
Aug 16, 1:33 PM EDT 
Cisco Systems earnings and revenues beat estimates. Dillard net loss narrowed. J. C. Penney lowered fisca...
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U.S. Movers: Agilent Technologies, Constellation Brands, Diamondback, Macy’s
Aug 15, 1:04 PM EDT 
Agilent Technologies slumped on weak forecast. Constellation Brands plans to invest $4 billion in Canada-...
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U.S. Movers: Advance Auto Parts, Brinker International, CDK Global, Home Depot
U.S. Movers: Cannae Holdings, Dycom, The Stars Group, Sysco, VF Corp
U.S. Movers: Air Lease, Applied Ind, JetBlue, j2 Global, Meredith, News Corp
U.S. Movers: ADT, Gannett, Hospitality Properties, L Brands, Mylan, Viacom
U.S. Movers: CVS Health, NY Times, Thomson Reuters, Southern Co, Disney
U.S. Movers: AES, Discovery, Dentsply Sirona, Dean Foods, Zebra Tech
Mutual funds Q&A

Sustainable Value Creation
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 le...

Earnings Compounders in Emerging Markets
BMO LGM Emerging Markets Equity Fund
Irina Hunter
“We tend to find more quality companies among domestically oriented businesses in consumer discretionary,...

Earnings Compounders with Structural Advantages
AllianzGI International Growth Fund
Robert Hofmann
“We believe that the power of compounding is completely underestimated by the market. There is too much s...
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 ...
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.”
BMO LGM Emerging Markets Equity Fund
Irina Hunter
“We tend to find more quality companies among domestically oriented businesses in consumer discretionary, consumer staples and financial services. We don’t target these sectors, but we tend to favor them, because they display the ability to generate cash and returns.”
AllianzGI International Growth Fund
Robert Hofmann
“We believe that the power of compounding is completely underestimated by the market. There is too much short-term noise, and Wall Street focuses just on the next quarterly earnings or if the numbers are missed by a cent.”
Thornburg International Growth Fund
Greg Dunn, Sean Sun
“We employ rigorous bottom-up fundamental analysis to invest in high-quality international companies with attractive growth prospects and reasonable valuations.”
PGIM Jennison Global Opportunities Fund
Thomas Davis
“Our goal is to put together a collection of select, unique, differentiated securities that are market leaders in their respective industry. Typically, these companies have sustainable competitive advantages that continue for years.”










EARNINGS CALENDAR

SYMBOL COMPANY NAME EARNNINGS AUDIO
ECONOMIC CALENDAR

INDUSTRY DATE TIME
Jobless Claims 2018-08-18 8:30 AM
Housing Starts 2018-08-16 8:30 AM
Jobless Claims 2018-08-16 8:30 AM
Retail Sales 2018-08-15 8:30 AM
Productivity and Costs 2018-08-15 8:30 AM
Industrial Production 2018-08-15 10:00 AM
Sources: Data collected by 123jump.com and Ticker.com from company press releases, filings and corporate websites. Market data: BATS Exchange. Inc