Earnings season is upon us again. This quarterly ritual, when all public companies report their most recent results, is when investors can see hard facts about revenues, profits and balance sheets, as well as hear softer commentary from management about their explanations, outlook plans.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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Stocks produced one of their strongest quarters in living memory, with the S&P 500 returning 20.5% in the period ending June 30. The index has nearly fully regained its previously-lost value, declining only 6% for the first half of the year. Investors frequently how...
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As we move into the third quarter, analysts at Goldman Sachs write that their baseline forecast is for the S&P 500 to gain 5% in the second half of the year. In their “vaccine upside” scenario, stocks rise by 14% from here; in “virus...
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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It gets a bad rap, but a reverse stock split can change the fortunes of a public company. Here are four reasons why more companies should do it.
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There have been so many changes in 2020, it pains me to heap another change onto your laps, and yet it is time for me to do so. I’ve implemented the next phase of my longtime career plan by establishing a U.S. equity fund...
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U.S. and global markets continue to be fueled by substantial amounts of liquidity washing over the world. According to Lipper, the amount in American money market funds has reached $4.6 trillion. This is a record going back to 1992.
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Right now, U.S. stock markets are surging, largely due to the Federal Reserve’s bond-buying binge. As bond prices rise from the increased demand, bond yields fall (and they’re tremendously low).
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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From an investor’s point of view, I will be cautious about owning P&C insurance stocks. We won’t know the cost of all the damage until second and third quarter earnings reports, but you can be sure that profits will suffer.
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Why are markets continuing to move upward in the midst of economic and political upheaval? The short answer is don’t fight the Fed, which has made it abundantly clear that it will do anything necessary to keep this economy and market moving.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The S&P 500 Index and the Dow Jones Industrial Average began new run-ups yesterday, while the NASDAQ Composite Index continues its uptrend. I’m glad that investors are continuing to make money during this market rebound.
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Despite a Chinese economy that has grown three times faster than America’s every year over the past three decades, it has been a bit of a challenge to consistently make money in Chinese stocks.
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In keeping with last week’s comments, the stock market continues to show a willingness to rise in the near term. More than any other industry, oil refining stocks offer strong upside, including two within our portfolios.
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Our Emerging Markets Timer as found support in recent weeks, but that hasn’t been enough to produce a new buy signal.
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The stock market continues to exhibit a willingness to rise in the near term. I’m seeing constructive price chart patterns on both the S&P 500 index and on many individual stocks.
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This portfolio stock was up 18.3% yesterday in anticipation of earnings that were released after the market closed.
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The S&P 500 paused its recovery over the past week, moving sideways over the past five days. Here is my take on the market.
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