Stocks to buy when dollar is up

With earnings season here, what's lost in the "oohing and aahing" over the incoming results is a reasoned look at what's influencing the dollar's move and, more importantly, the effect it will have on our wallets, if not today, certainly down the road.

Earnings and corporate reports are a long game, and that game is in the early innings. Investors need to understand the reasons behind the strength in the dollar, why it is likely to persist, and how we need to prepare...