Institutional Investors

Institutional investors are organizations that pool money for the goal of investing. These include mutual funds, pension funds and hedge funds. The advantage for a retail investor is that they get access to managers who are more informed and better skilled in their specific category. Retail investors also get the opportunity to place their funds in investments not always open to an individual. Individual investors are also able to get a diversified portfolio more easily, depending on the fund with which they’ve invested.


In any market, there are good businesses with operating dynamics that exceed the normal cyclical nature of economic activity. They are often non-brand-name enterprises, the kind of companies that might fall under the category of “special situations.” They are the…

The lull between earnings seasons is always long and the marketplace is clamoring for something from which to trade off. A number of companies have already reported good numbers and they are a good precursor for what’s to come. This…

It really is a great time to be in the railroad business. Cash flow is abundant and these stocks are poised for more capital gains. While coal shipments have been a weak spot for railroad companies, virtually all other major…

It looks like large-cap technology stocks, especially those related to online businesses, are experiencing a slowing down of what’s traditionally been some very solid growth. Amazon.com, Inc. (AMZN), Netflix, Inc. (NFLX), LinkedIn Corporation (LNKD), and Groupon, Inc. (GRPN) have all…

It really is quite amazing the amount that spot oil prices have dropped. Naturally, in a lot of areas, the price of gasoline has not dropped the same percentage. Lower oil prices help a lot of industries. The railroads and…

According to the Investment Company Institute, assets in institutional money market funds increased $17.19 billion to $1.69 trillion for the week ended on September 24, 2014. This was the biggest weekly increase in these money market funds in the last…

There’s a lot the stock market has to deal with these days, but that’s par for the course. Uncertainty, risk, and fear are basic components of equities these days. But good businesses are good businesses and NIKE, Inc. (NKE) hit…

A lot of good companies with solid investment prospects going into 2015 are pushing new highs in an otherwise trendless stock market before the end of another reporting period. Market leaders have kept their momentum the last few years and…

Very soon we’re going to hear the earnings news straight from the horse’s mouth. Quarterly earnings are beginning to trickle in and even if you aren’t interested in the stocks that you don’t own, corporate reporting is the most important…

Despite the choppy trading action before the end of the third quarter, a lot of the market’s best stocks are still ticking higher. And the positive trading action remains especially prevalent with large-caps and dividend-paying blue chips. Big investors want…

Large-cap technology stocks, particularly old-school names, have really been on the rise, though they remain an untold story this year. Microsoft Corporation (MSFT) is on a major upward price trend and is getting close to its all-time record-high set during…

There’s good resilience to this market. On most days, the NASDAQ Composite is still beating both the S&P 500 and Dow Jones Industrial Average comparatively, which is bullish. Lots of stocks are pushing new highs and many seem to be…

So long as transportation stocks are ticking higher, the stock market is much less susceptible to a price retrenchment. The Dow Jones Transportation Average just blew past 8,500, recently hitting a new record-high after taking a well-deserved break around mid-July…

Countless stocks are pushing new highs and a lot of them are still blue chips. The Dow Jones Industrial Average is lagging the other indices this year, but this is not unusual. The fact that many blue chips are still…

As incredible as it may be, Chipotle Mexican Grill, Inc. (CMG) recently spiked above $600.00 a share and is now closing in on $700.00. This position could no doubt benefit from a share split. The stock is trading with a…

Top wealth creators don’t have to be the fastest-growing companies. In an environment where institutional investors are buying earnings safety and dividend income, consistency and reliability are top financial attributes. And there actually aren’t a lot of companies able to…

The stock market has an underlying strength to it, seemingly only to be undone by geopolitical events. Fed action always has the potential to shock the system. Negative economic news isn’t fazing this market. On the back of a pretty…

A top stock for investors and a strong equity market leader has been, and continues to be, The Walt Disney Company (DIS). It’s a Dow Jones component, a solid dividend payer and, similar to other dividend-paying blue chips, it’s offered…