The US isn't strong enough not to care about them now. But one day it will be, Jim Cramer says.
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A couple plays on a housing recovery have hit new highs, alongside a familiar aerospace supplier.
By Igor Greenwald, MoneyShow.com
One of the many joys of writing about the stock market is the sheer impossibility of acquiring expert up-to-date knowledge about more than a tiny fraction of the companies and industries it represents.
I can't possibly know how well Acme Widget's products are selling right now, scientifically evaluate the promise of the compound Elixir Labs is developing, and gauge the effect of recent accounting changes on Multilevel Marketing Inc's bottom line.
Changing technology trends that favor the PC maker's competitors only add to its woes.
Wherever I go, whatever story I read, Hewlett-Packard (HPQ) always seems to be on the short end of the stick. I recently looked at IBM (IBM), Accenture (ACN) and SAP (SAP), all of which are doing so well, and I have to conclude that they are simply carving up Hewlett-Packard's consulting business.
Then there is the $10 billion acquisition of Autonomy to boost the enterprise consulting business by offering search software. Having seen SAP's search software in action, I have no idea how Autonomy can compete. Must have some clients, I guess, but SAP is gunning for what HP has left.
These companies are making advances in medical treatments that target an individual's genetic profile.
One of the most exciting -- and potentially lucrative -- trends in the biotech sector is the emergence of personalized medicine. Advances in gene sequencing have enabled researchers to identify the root causes of chronic diseases. These discoveries, in turn, allow drug makers to develop targeted treatments, with less damaging side effects, for a number of illnesses.
The concept behind personalized medicine is simple: Based on genetic information medical practitioners can tailor health care solutions to individual patients. Here are three stocks poised to benefit from this trend: Qiagen (QGEN), Life Technologies (LIFE) and Roche Holding (RHHBY).
Shares of the embattled beverage maker have barely budged since she took the helm, while rival Coca-Cola's have soared.
Hershey is upgraded to 'buy' at Goldman, and Southwest is downgraded to 'neutral' at BofA/Merrill.
Monday's noteworthy upgrades include:
- Equifax (EFX) upgraded to Buy from Neutral at SunTrust
- Lowe's (LOW) upgraded to Buy from Neutral at Nomura
- C.H. Robinson (CHRW) upgraded to Hold from Underweight at BB&T
- Hershey (HSY) upgraded to Buy from Neutral at Goldman
- Pulte Group (PHM) upgraded to Overweight from Equal Weight at Barclays
- KB Home (KBH) upgraded to Overweight from Equal Weight at Barclays
The social media and news site would add clout to the news outlet's tech coverage.
By Tom Taulli
While Time Warner (TWX) may have stodgy print media roots, it is doing everything it can to evolve into a digital media powerhouse.
It's latest move is a potential $200 million buyout offer for social media site Mashable, which would be rolled into the CNN family of websites.
The edgy tech, social media and business news blog could really beef up the organization's news coverage of 21st-century topics, but the deal is not without risks.
In an election year, politicians are likely to avoid tough choices and go for the easier solutions, which are good for the yellow metal.
By Matthew Bishop and Michael Green, guest columnists
This year's presidential election will have a big impact on the price of gold -- and, no, that's not because we think Ron Paul has any chance of claiming the White House. Gold investors hoping for a Paul presidency had to realize on Super Tuesday his chances of winning the presidency and fulfill his promise to "end the Fed" are slim. Such investors might be better off putting their pile on red No. 7 on the roulette table than betting on the precious metal's biggest political champion.
Nor has there been much cheer for them on the markets, as gold has continued its recent slide after a long bull rally. Yet whoever the Republican nominee is, this election is likely to provide lots of reasons to be long on gold.
It's budgeting $150 billion for exploration over the next five years. That's a really smart move.
By Aaron Levitt
As more traditional sources of petroleum have become harder to find, energy companies have been forced to look off the beaten path. Unconventional resources such as shale formations, Canadian bitumen sand and even Arctic exploration have become commonplace.
Despite their different locations and extraction methods, all unconventional fields have one thing in common: They're expensive. Given the world's ever-increasing energy demands, it's no wonder capital expenditure programs at a variety of exploration and production (E&P) companies have skyrocketed over the past few years.
Despite short-term weakness in the fertilizer sector this potash producer plans on long-term growth.
There has been some temporary softness in the fertilizer market, but I expect demand to return vigorously by the end of the year.
Mosaic (MOS) is scaling back potash production over the next three months. But that isn't a reflection of the market's supply/demand fundamentals -- it's a cautious move made in response to dealers that are tapping existing inventories and holding off on new purchases. But the firm is expecting sales volumes to pick up noticeably in the near future.
Can they increase amid slowing economic growth and increasing gas prices?
Chinese passenger car sales had their worst start to a year since 2005 as economic growth slowed and fuel prices rose.
About 2.37 million cars, including multipurpose and sport-utility vehicles, were sold in January and February, a 4.4% decline from the same two months last year, according to the China Association of Automobile Manufacturers. There were 2.95 million total vehicles sold, including trucks and buses, a 6% decrease.
The snack company plans to name a Wal-Mart exec to lead its American food division. The airline reportedly holds talks with Aer Lingus about a possible stake.
PepsiCo (PEP) on Monday plans to name former senior Wal-Mart (WMT) executive Brian Cornell to head Pepsi's largest and most profitable unit, the Americas food division, The Wall Street Journal reported, citing people familiar with the matter. PepsiCo also plans to appoint longtime company executive John Compton to the new position of president, the newspaper said. The appointments position both men, and European operations chief Zein Abdalla, as the top internal candidates to succeed CEO Indra Nooyi, who has been getting heat from investors, according to the Journal.
JetBlue (JBLU) has held talks with senior management of Aer Lingus about taking a stake in the Irish airline, the Irish Times reported. JetBlue is Aer Lingus management's preferred trade investor at a time when the Irish government is planning to sell its 25% holding in the airline, the newspaper said, citing informed sources. The stake is valued at about 116 million euros ($152.3 million).
There are far better ways to protect yourself, and although not all of them are good bargains, it pays to branch into different asset classes.
By Howard Gold, MoneyShow.com
You've heard it so often you can probably repeat it in your sleep: Equities are the best protection against inflation.
Financial planners say it. Money managers say it. Pundits and gurus say it. Without a nice chunk of equities in our portfolio, we are told, inflation will ravage our net worth, and we may not have anything left for our very old age.
February inflation ran well below the government's 4% target for this year.
Despite opposition, the German government is implementing plans to cut subsidies by 30%, followed by another round of cuts in May.
The number of solar panels installed this year may fall 10% from last year to total 24.8 gigawatts, according to a Bloomberg survey. Demand is expected to ease largely because of subsidy pullbacks in Germany, the world's largest market for solar power. Panel sales may drop in other European markets such as Italy as well.
The drop in demand is pushing players such as First Solar (FSLR) to cut production targets and plan for production down times.
This stock is the purest play in titanium, a metal prized for its strength and light weight.
Titanium has been in strong demand lately, which bodes well for publicly traded players such as Titanium Metals (TIE) according to S&P Capital IQ.
One of the strongest readily available metals by weight, titanium also has excellent corrosion resistance. It is used by the commercial aerospace industry both in jet engine components and in air frame components. In addition, titanium is used in ground combat vehicles as well as in naval vessels.
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The Detroit automaker recalled 1.6 million vehicles last month -- several years after a deadly problem was discovered.
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[BRIEFING.COM] Afternoon action continues with the S&P 500 trading two points away from its session low. The benchmark index marked its lowest level of the session at 13:30 ET and spent the following the 30 minutes in a steady climb towards its flat line; however, the rally attempt was rebuffed at the 1874 level, where the index turned back towards session lows.
With stocks on the defensive, the CBOE Volatility Index (VIX 14.34, +0.14) continues showing increased demand for ... More
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