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CVS-Caremark-Express Scripts Saga Continues
Caremark shareholders will reject the CVS offer.
10:15AM 01/17/07
Bulls' Showing Wasn't Too Bad (RealMoney Silver $)
Today's retail sales data reinforce the notion that the economy is in better shape than many would have you believe.~The bad news is that the Fed will be reluctant to cut rates early next year if we continue to get positive data.~It was a pleasure filling in for Doug today.
05:02PM 12/13/06
Stocks to Go With Now That the Market Has Run (RealMoney Silver $)
It's important to remember that the summer lows represented the apex of negativity.
03:45PM 12/13/06
An Uneventful Session (RealMoney Silver $)
The indices have been basically flat for much of the afternoon.~Breadth is fairly even on the Big Board but slightly negative on the Nasdaq.
02:49PM 12/13/06
A Good Defensive Growth Stock Is Hard to Find (RealMoney Silver $)
WellPoint and UnitedHealth are two defensive growth plays that are excellent for fresh-money purchases.
12:26PM 12/13/06
Growth Stocks Are the Place to Be (RealMoney Silver $)
After underperforming value stocks for much of the morning, growth stocks are starting to catch a bid.
11:04AM 12/13/06
A Busy Trading Day in Store (RealMoney Silver $)
Airlines top the news this morning, with industry consolidation the order of the day.~Equity futures have shrugged off the negative implications of the strong retail report and climbed on economic data.~There have been many upgrades and downgrades this morning, as the sell side was up late last night.
09:33AM 12/13/06
Concentrating on Risk Management and Stock Selection (RealMoney Silver $)
History tells us that betting against the market longer term is equivalent to betting against the odds.~While I may have strong opinions on the market, my forecasts are usually taken from the sum of my bottoms-up analysis.~My portfolios are currently skewed to benefit from an economy that will likely grow below trend in the coming months.
07:37AM 12/13/06
I believe there will be a better opportunity to sell when the smoke clears.
10:45AM 12/04/06
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