Article Index
Ahead Of The Street

Long-time readers know of my affinity for following a number of large-cap, benchmark stocks for the purposes of honing my own stock market view. Every quarter, I always write the same thing—that earnings season is the absolute best time to be researching the stock market and new investment…

The problem with mining stocks now is that most of the good ones have already gone up in price. This makes buying low and trying to sell high a lot more difficult. In fact the action now is really about buying high and trying to sell higher—just like…

All kinds of companies are reporting good news now, but it may not be enough for the stock market to keep appreciating. A new earnings season is just beginning, but these seasons come and go awfully fast. What this stock market needs is a new catalyst. Without one,…

With the exception of mining stocks that move commensurately with the underlying spot prices of precious metals, the trading action in a lot of growth companies has been robust. Even recent initial public offerings (IPOs), which usually come to market expensively priced, are doing well in an environment…

Most of the news out there is getting better, but the stock market’s been taking a bit of a rest and that’s good. We’ve also seen a real pullback in commodity prices and this is well deserved. I don’t like it when markets go up indefinitely without corrections.…

A lot of initial public offerings (IPOs) have hit the market recently, and that’s no surprise—the stock market’s been strong. Times have been tough in the investment banking industry, but this changed recently with the much improved sentiment in the broader market. We can never forget that everything…

The current momentum in stocks is well deserved. There’s no other place for large investors to invest their money and expect to get a return on investment greater than the rate of inflation. There’s also earnings momentum and that’s going to carry share prices further, at least over…

If you want to know what’s happening in the inflation department, all you have to do is go down to your local baker and he or she will tell you that the price of raw ingredients is getting a lot more expensive. There is price inflation out there…

I actually think that large-cap companies will be the big story going into 2011, at least for the first half. While smaller companies traditionally do well coming out of recession, this time around, the big companies have the cost structure and pricing power to accelerate earnings at a…

There continues to be some amazing stock market performances from some very well known large-caps. DuPont (NYSE/DD), Caterpillar (NYSE/CAT) and Apple (NASDAQ/AAPL) are but three names that stand out as large market capitalization stocks that are generating some serious investment returns for shareholders. Not all stocks are participating…

Long-time readers of this column know of my affinity for reviewing winning stocks. Even just a cursory review of stocks that have done very well helps in my view to improve your stock-picking skills. At the very least, it helps to develop your market view. It’s like a…

The stock market is going up. Precious metals are going up. Housing prices are starting to go up. The prices of oil, sugar, coffee, wheat and corn are also going up. There are only two things left to go up in the financial world, and those are inflation…

The stock market is trading on the economic news of the day. Investors have nothing else to go on, but we are getting close to another earnings season. Next time around, it will be very important for the financial sector to do well. A good earnings performance from…

It doesn’t take a rocket scientist to figure out what businesses might be doing great in China. It would be nice if there were a selection of domestic growth opportunities, but there’s no denying the economic machine that is China. In that country, the entrepreneurial drive and the…

It’s increasingly likely that stock prices will keep their positive bias going into 2011. That is, if there isn’t a major shock to the system like a new war or sovereign debt default. At the end of the day, the earnings picture, along with accommodative monetary policy, is…

One of the best ways to hone your equity trading skills is to take apart a stock that’s done well. Even if you didn’t own a position, a cursory review of a stock’s price action does help you to refine your stock-picking skills. It’s the exact same thing…