By: Dividend Sensei
What I’m Watching This Month
Economically speaking we care most about the September jobs report coming out this Friday. An increase in wage growth would be most exciting, especially considering that inflation has been slowing which would mean faster real wage growth to help bolster consumer confidence and spending.
Earning season will also be starting, so hopefully we see continued strong growth even without tax reform, which would only further accelerate corporate earnings growth and provide the market with further fuel to rise.
And of course given that Uniti is now nearly a fourth of the portfolio, any recovery in that stock’s performance (coming off all time lows) would greatly help the portfolio.