Kim Parlee talks with Damian Fernandes, Portfolio Manager of the TD Balanced Growth Fund on the adventurous earnings season so far... and companies with promising growth prospects.
Even if you exclude energy from the mix - we are seeing negative earnings.
Markets are rewarding consistncy/secular growers.
Big franchises with a stable path to growth are attractive.
Stocks discussed: GILD, MSFT, GOOG, MCD.