Microsoft's transition to the cloud may be pinching margins, but its commercial licensing business will carry the company through, said Harry Hartford, portfolio manager for Causeway Capital Management.
America has more inequality than any of the other advanced countries and it's only getting worse, said Joseph Stiglitz, author of 'The Great Divide' and Nobel Prize winning economist.
Imperial Tobacco will benefit from consolidation in the tobacco industry, as well as the decline in black market sales in Europe.
Both Facebook and Google are great brands with platforms that are virtually impossible for a competitor to replicate, said Aziz Hamzaogullari, portfolio manager for the Loomis Sayles Growth Fund.
Too much correlation in your portfolio can be a dangerous thing, says Brian Jacobsen, chief portfolio strategist at Wells Fargo Advantage Funds.
Correlation is dangerously high in the equity market right now with growth, value and multiple market-caps moving up and down together, said Brian Jacobsen of Wells Fargo Advantage Funds.
Most investors think that a smart contrarian play is to head in the opposite direction of the market, but what's really the best way to outperform the herd?
Australia is a good alternative to the negative yields in Europe, but it's better to hedge the currency back to dollars.
The pot holiday '4/20' is a major sales boost for marijuana vendors similar to the way St. Patrick's Day lifts beer sales.
Digital cash revenue at McGraw-Hill Education topped print in the higher education business for the first time ever last year and that trend will likely continue.