Large-Cap Stocks

The story in this market is all about large-cap companies. It’s been this way ever since the financial crisis when just owning the index was a fantastic trade after the market collapsed. The great thing about large-cap businesses is economies of scale: the ability to spread costs around…

One of my favorite investment analysts is Jim Rogers. He thinks that the Chinese equity markets look close to being done with their correction. Chinese stocks have been tremendously volatile (up and down) and those markets have affected sentiment for U.S.- listed Chinese stocks as well. I firmly…

It's very difficult to predict just what's going to happen to the economy and the stock market going forward. What I know for sure is that investment risk is high, investor sentiment is weak, and just about anything could happen to the Main Street economy. I also know…

So far, I've spent over 10 years on a full-time basis looking for attractive stocks in which to invest. Previous to that, I followed the stock market for many years on a daily basis without getting paid to do so. During this time, I've learned a tremendous amount…

Not all of us are keen on speculating in small-cap stocks due to the risks they entail. The vast majority of people who do buy and sell stocks, however, do want to focus on this area of the market. Over the years, I've determined that all stocks are…

You’ve got to like the action of this stock market. The broader market is a little tired, but that’s only because stock prices have been rallying since July. I’m particularly impressed by the monetary situation that’s been engineered by the Federal Reserve and I’m hopeful that we’ll enter…

And now some reflections on large-cap stocks. The trend in many large-cap stocks is telling, and the outlook isn't particularly good. General Electric Co. (NYSE/GE), often considered the best- managed company on the planet, is having a tough time in this market. In fact, it's been having a…

If the majority of your cash is held in large-cap stocks, you probably are somewhat envious of small-cap investors at this time. The blue-chip DOW is down 1.30% so far this year, and this is following a poor 3.15% gain in 2004. The year 2003 was much better…