It’s that time of year again … and no, I’m not just talking about tax season. (I could go on a diatribe about taxes and the wedge between work and reward any time … but not today.) I’m talking about earnings season, which in recent years has become a make-or-break time for many investors. Personally, I’ve experienced both sides of the coin. Sometimes I’ll be on a relatively hot streak, with my stock holdings acting well, but one or two big gaps down on earnings takes away weeks worth of gains. But I’ve also seen my portfolio acting like...