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We Could Probably Use a Breather (RealMoney Silver $)
And let's face it: With the S&P 500 up more than 5% since the start of April, it could be downright healthy.
04:20PM 04/27/07
This Market Shows Why Top-Down Investing Is Tricky (RealMoney Silver $)
Top-down equity folks are usually bearish, always fearing the fly in the ointment in trying to profit from stocks.~They feel the need to be correct about economic forecast, and market expectations of its reaction to those events.
02:58PM 04/27/07
Earnings Quality Looks Good (RealMoney Silver $)
With almost 60% of S&P 500 company earnings already in, 81.7% of these companies were at or above expectations.~What's more striking, however, is that profit growth has soundly beaten estimates.~Overall, from the sample of companies that I've studied, earnings quality looks pretty good.
12:14PM 04/27/07
Industrial Conglomerates Are the Place to Be (RealMoney Silver $)
Meanwhile, pharmaceuticals and semiconductors are leading the losers.
10:58AM 04/27/07
GDP Is Lower Than Expected (RealMoney Silver $)
Stock index futures fell further on the report, indicating investors are fearful the Fed will remain handcuffed.~This report will make for tough sledding in the early going.
09:13AM 04/27/07
Fed Holds the Key to Near-Term Domestic Equity Performance (RealMoney Silver $)
We now know that we were all too negative, and corporate earnings growth is coming in much better than expected.~If the reasons for caution are clear, the market has probably already priced in much of the risk.~The biggest question giong forward is whether continued economic strength overseas will trump economic malaise here.
07:56AM 04/27/07
Retail Sales Are Fine but What About the Stocks?
Fundamental roadblocks render the sector unattractive.
10:55AM 04/12/07
Handicapping a Potential Aetna Takeover (RealMoney.com $)
Here's a review of the likely suitors.
04:00PM 02/20/07
Looks Like the Fourth Quarter Wasn't So Bad At All
Year-over-year operating income grew by about 11.7% for companies that have already reported.
03:28PM 02/13/07
Medical Cost Trends Are Just Fine at Cigna
This is translating to good stock gains for the rest of the HMO group.
11:07AM 02/12/07
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