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Large-cap Companies

My gut tells me that the stock market will soon come to a head in terms of its direction. The stock market is looking for a new catalyst and, whatever that is; share prices will advance or retreat. We’re at the beginning of the lull between earnings seasons…

As expected, there have been a lot of dividends increases from big, brand-name companies with excess cash on their books. New business investment is somewhat lagging given all the risks in the marketplace, so it’s much easier for companies to increase their dividends and/or initiate new stock market…

Because the Federal Reserve created an environment of artificially low interest rates, investors both large and small are craving income. You can’t get any real return from cash and the opportunities in bonds just barely cover the inflation rate and have long durations. Real estate investment trusts (REITs)…

I think this year’s bull market is still alive, but it will take good corporate earnings and visibility to carry it forward. We’ve had a really good run up until now and the current price consolidation is not unexpected. I want to reiterate that the stock market is…

We've seen a lot of increases in dividends lately and it’s a trend that should last throughout the next couple of quarters. The stock market has also been bolstered this year by a strong performance from the financials. U.S. bank stocks were beaten down hard (as they deserved),…

It’s my contention that the stock market is engaging in a slow process of topping out. The stock market usually likes to lead the economy and, while corporate earnings have been surprisingly strong ever since the financial crisis, this has mainly been due to growth in emerging economies.…

In terms of a base, I would consider the stock market to be in good shape if the S&P 500 Index can hold 1,350. It’s been doing so for about a month now and you can’t say that stocks haven’t been due for a small correction—the market’s run…

If you haven’t heard already, dividend payments are going up. A number of large-cap companies recently announced dividend increases and it’s another positive trend for the stock market. We’ve got low-interest-rate certainty, improving economic news and stock market leadership from the technology sector. This is a good recipe…

Another benchmark stock reported good corporate visibility for 2012 and it’s another small but positive sign of economic recovery, as well as the health of corporate America. United Parcel Service, Inc. (NYSE/UPS) reported 2011 fourth-quarter revenues that grew six percent to $14.2 billion. U.S. revenues grew seven percent…

Investor sentiment seems to change on a dime these days; it’s part of the stock market’s continuing fragility and uncertainty regarding the future. One day, share prices move higher based on perceived new confidence; the next day, an event or news item pulls prices lower. In spite of…

The U.S. economy is not going to grow in a sustainable manner unless corporations start investing in the Main Street economy. The problem is, large-cap companies are just as skittish about the economy as stock market investors. This is why we’re going to see increased dividends and a…

Large-cap companies are the way to go if you want to be a buyer in this stock market and those with a track record of increasing dividend payments have the advantage. We’ve had some revenue and earnings warnings from some well-known dividend paying stocks lately. For example, Intel…

The economy might be lackluster and there is a risk of another recession, but the stock market is fairly priced and the outlook for corporate earnings continues to be solid. The gyrations of the stock market are based on fear—fear of a future without growth. Small-cap companies are…

It’s pretty clear that the economy will be in a slow growth state for quite some time and the most important economic statistic to follow will be consumer spending. We know that the economy is going to be lackluster for the next several years, because government spending will…

Consumer spending drives the economy and gross domestic product (GDP) growth, accounting for about 70% of GDP in the U.S. The retail sector has been rebounding in spite of the lack of jobs and the declining home prices. The S&P Retail Index (RLX) is trading near its 52-week…

The tone of the equity market has certainly changed, as the S&P 500 Index inches back towards the 1,300 level. There’s anticipation about the sovereign debt issue in Greece as well as the upcoming earnings season of which there’s been virtually no earnings warnings from any brand-name companies.…