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Apr 20 2018

After The Tax Cut, Watch Out For This Hike

  • Apr 20, 2018

Analysts are still coming to terms with the impact of the big corporate tax cut, as shown by the dispersion still existing across S&P 500 EPS estimates in 2018. But they should also be watching the line item that’s contributed the most to the breakout in profit margins above historical levels: interest expense...

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager