large-cap companies

Keep Your Eye on This Lesser-Known Index

By Monday, July 22, 2013

Eye on This Lesser-Known IndexA positive bias remains to current stock market action. Earnings are still modest, but for the most part, many are positive.

The S&P 500 Index did an excellent job recovering from a small (Federal Reserve/market-misread-induced) consolidation in June. Since the beginning of the year, the Dow Jones Industrial Average has led other key indices—that is until recently.

Major stock market indices have been usurped by the stunning performance of the … Read More

What Companies’ Earnings Are Telling Us About Where the Market is Headed

By Thursday, January 24, 2013

Companies’ Earnings Are Telling UsMost large-cap companies are not reporting great earnings, and this makes sense. You can’t have runaway earnings in an economy with very slow growth. But corporations are increasing their dividends and improving their balance sheets. If it matters to individuals, large-cap corporations are looking great and any pick-up in business will go right to the bottom line.

Canadian National Railway Company (NYSE/CNI), a company with an excellent track record of … Read More

Great News for Large-Cap Tech

By Monday, January 21, 2013

Great News for Large-Cap TechWho has all the money these days? While the government has most of it and can make more of it when it wants, it also owes a lot of money. Rather, large corporations are best off these days, and they aren’t investing much in new plant, equipment, and/or employees. But there is hope out there in the universe of cash-hoarding corporations, and that great hope is in enterprise information technology … Read More

A Bear Market for Stocks? Not for These Two Companies

By Thursday, January 17, 2013

A Bear Market for StocksHindsight is always 20/20 when it comes to the stock market, and it’s impossible to be right with your picks all of the time. Recently, in this column we’ve been looking at a number of large-cap companies that I view as being worthy of consideration when they’re down in value on the stock market.

One of the most successful initial public offerings (IPOs) in recent history is MasterCard Incorporated (NYSE/MA). … Read More

Why Dividend Increases and Stock Buybacks Will Continue

By Thursday, December 20, 2012

Why Dividend Increases and Stock BuybacksA number of large-cap, international companies reported third-quarter earnings that were below expectations. On the stock market, their shares went down accordingly and so did earnings outlooks for the rest of the year. But for a number of these companies, Wall Street analysts are now raising their earnings outlooks for the fourth quarter of 2012 and fiscal 2013.

One company where the increased earnings outlooks have been pronounced is E. … Read More

Stock Market: All the Cards Have Been Played

By Friday, December 14, 2012

Stock Market: All the Cards Have Been PlayedOn the day of the Federal Reserve’s announcement regarding targeted low interest rates and a new bond-buying program, the stock market started out strong, only to sell off by the end of the day. This has happened countless times over the last couple of months, and it’s a sign that this market is tired. The stock market is finally seeing through the Federal Reserve, and investors now realize that no … Read More

S&P 500 Index: Technical Rebound Likely This Week

By Tuesday, November 13, 2012

S&P 500 Index Technical Rebound Likely This WeekThe S&P 500 index is down almost 100 points, or about six percent, since stock market highs in September and October. The broader stock market has pulled backed meaningfully, but it is not yet in correction territory. I think it’s likely that we’ll get a little upside this week—a small, technical rebound in a market that’s basically without a trend.

The stock market has been producing a recurring trend in … Read More

Agriculture Stocks—These Two Are Doing Very Well on the Stock Market

By Wednesday, November 7, 2012

Agriculture StocksI firmly believe that the commodity price cycle still exists and that agriculture is going to be a key asset for stock market investors over the next decade. We’ve already had a terrible drought this year that affected agricultural commodities, but the global business cycle in terms of supply and demand is still promising for agribusiness and agriculture stocks.

One agriculture stock that’s been a real standout this year is … Read More

World Hurting U.S. Revenues, But U.S. Economy Holding up Earnings

By Thursday, November 1, 2012

U.S. EconomyThere are still a lot of earnings reports hitting the wires, and there’s a trend in the numbers. The global economy is dragging down U.S. business conditions, which are actually showing improvement. The stock market is down, but it’s not out yet.

Currently, shares in Apple Inc. (NASDAQ/AAPL) are leading the stock market lower. Shares in Amazon.com, Inc. (NASDAQ/AMZN) and Google Inc. (NASDAQ/GOOG) are down a solid 10% from their … Read More

S&P 500 up Against a Wall Following Slight Breakdown

By Friday, October 19, 2012

Wall Following Slight BreakdownThe S&P 500 is up against a bit of a wall and has to convincingly break 1,465 again, which it achieved in mid-September, in order to accelerate. A lot of corporate earnings have been decent, but quite a few are reporting light visibility for the fourth quarter, and this is no surprise. The stock market peaked mid-September when the mini-rally, driven by a third round of quantitative easing (QE3), consolidated; … Read More