Earnings Numbers & Value Plays: Infrastructure, Cyclicals, Banks
b'\\u201cMathematically speaking, it\\u2019s hard to fathom that it would get much better than what we\\u2019ve seen, and I think the market understands that.\\u201d Assessing earnings and valuations: RiverFront\\u2019s Chris Konstantinos provides his barbell approach for this market, including a few growth plays like software, communications, and internet services.'