How Goldman Sachs is playing the upcoming earnings season: Bet on stocks with real organic growth
(Source: CNBC) Goldman Sachs’ chief equity strategist tells clients to expect solid S&P 500 sales growth of 10 percent, the fastest pace since 2011. “Consensus forecasts double-digit sales growth in energy, information technology, and materials,” wrote David Kostin, the firm’s top stock strategist. Goldman highlights several names like …