Stocks should be crushed by global turmoil, Jim Cramer says. Instead, they're doing fine.
VIDEO ON MSN MONEY
The US presidential election, the growing euro crisis and higher consumer confidence will influence markets this year.
By Anne Brennan, The Fiscal Times
Investors are looking ahead for 2012, but many will be hoping history repeats itself. They're placing bets not on a repeat of 2011 but on U.S. presidential history.
Since the end of WWII, the second half of a president's term and the period leading up to a presidential election have tended to coincide with economic growth and better business conditions.
The company is bulletproof and will be for a while. But be careful how you invest in it.
If it sounds too good to be true, it is. That axiom seems to be especially true for stocks. Yet as much as I'd like to say Apple (AAPL) is too good to be true, it isn't.
Believe me. I looked for ways to find fault in Apple: flawed technology, unattainable expectations, weakening sales, anything. The company is bulletproof and will be for at least a couple of more years. That doesn't mean you should buy into Apple indiscriminately, though.
The division is coming off a year in which operating income dropped significantly.
This ETF tracking smaller mining companies will follow precious metals higher as currencies lose purchasing power.
By Gene Arensberg, Got Gold Report
With the smaller, less liquid and more speculative junior miners and explorers having been "clocked" by a fearful market, we think making space in one's portfolio for the Market Vectors Junior Gold Miners ETF (GDXJ) makes sense.
The biopharmaceutical company has a bright outlook for 2012.
By: Zacks Equity Research
Celgene Corp. (CELG) announced preliminary fourth-quarter earnings of $1.05 a share, excluding stock-based compensation and other items, beating its year-ago performance by 46%.
The biopharmaceutical company also posted some strong full-year numbers, with earnings (excluding stock-based compensation and other items) climbing 36% to $3.79 a share.
The new year may be tougher for the chip maker after a solid 2011.
Our price estimate for Intel stands at $29, implying a premium of about 15% to the market price.
Early indication eases fears of a Dendreon-like flop.
Regeneron Pharmaceuticals (REGN) needed to give investors an early signal that its new eye drug can keep pace in a competitive market. So the company blew away Wall Street's fourth-quarter sales estimates.
Shares of Regeneron jumped Tuesday morning after the company said its drug Eylea recorded as much as $25 million in sales in its first six weeks on the market. Analysts expected a little more than $3 million in sales.
The biggest surprise of 2012 could be that the financials, the most hated group out there, can actually soar.
You get tech moving, you get banks moving, you get the market moving. We are in a weird juncture when the groups that had been laggards are providing leadership, especially when no one believes the earnings for any of these stocks, other than Wells Fargo (WFC), USBancorp (USB) and Apple (AAPL), will have good quarters.
But that doesn't matter. Expectations are incredibly low for this quarter and I think they will even get lower following Alcoa’s (AA) report.
Don't count the greenback out yet.
By Dan Caplinger
In recent years, fears about the long-term prospects of the U.S. economy drove the dollar to historic lows against the local currencies of many countries around the world. Yet with the near-collapse of the euro and continuing problems with the impact that sovereign debt woes could have across the globe, Treasury bills have once again achieved safe-haven status, and the U.S. dollar is acting like the powerful reserve currency it once was.
On its face, that may sound like good news. But you may want to be careful what you wish for, because if dollar strength persists, it could have some serious consequences for prospects for economic growth in the U.S. as well as for your investments.
Twinkie maker is in the fight for its life.
As the Journal noted, times are tough for the privately held Irving, Tex. baker, which had been held up as a model of corporate restructuring since emerging from its first bankruptcy in 2009. Not only does the maker of Wonder Bread carry $860 million in debt, it owes "more than $50 million to vendors, which have been demanding payments on shortened time frames because of Hostess's financial condition," the paper said.
Some investors brag on message boards about achieving great returns on earnings-based trades. That was just dumb luck.
By Thomas Kee, guest columnist
Thanks to Alcoa (AA), earnings season is off to a positive start. But I predict that this earnings season will still leave investors with lots of questions unanswered -- questions about future growth rates and current market multiples.
In addition to Alcoa, I'm also looking for clues about the broader market's direction in results from Lennar (LEN), and JP Morgan Chase (JPM). In each case, I'll be looking to see if concerns about future growth come to the surface. I won't trade in these stocks, but I'll work the earnings news into my broader market thesis.
The leader in private schooling benefits from China's one-child policy and emphasis on credentials.
By Paul Goodwin, Cabot China & Emerging Markets Report
New Oriental Education (EDU) is the leader in the private education sector in China. The company specializes in teaching languages, especially English, and test preparation courses; it also offers a varied curriculum that includes primary and secondary education.
A spike in oil prices due to Iran's threats could divert traffic from trucks, but higher fuel costs would pressure railroad margins.
Energy analysts have stated that Iranian action could lead to an increase of 50% or more in the price of oil. Rising fuel prices could help fuel-efficient railroads, such as Norfolk Southern Corporation (NSC), CSX Corporation (CSX), and Union Pacific Corporation (UNP) as traffic would be diverted away from trucking. However, it could also put pressure on rail companies' margins as fuel represents a major portion of their operating costs.
Homebuilding stocks have recently rebounded strongly, and investors can now look to buy select stocks on future pullbacks.
By Tom Aspray, MoneyShow.com
The homebuilding industry group is one of the stronger components of this sector, and it now appears that it completed a significant bottom in October. It has been a long time since the Dow Jones Home Construction Index completed a weekly head-and-shoulders top in 2006.
Overall, earnings growth is likely to slow this year, so investors should look to cash-rich, US-focused companies that might deliver upside surprises.
Fourth-quarter earnings season got off to a sorry start Monday when aluminum producer Alcoa (AA) reported results that were just as disappointing as the market had been expecting, including its first loss in more than a year.
But don't get too distracted by Alcoa's bleak results and outlook. True, it's the first company in the Dow Jones Industrial Average to report, but that doesn't mean it's a harbinger of bad news to come. Companies generally have been revising their earnings outlook downward, but that simply reflects the need for caution in turbulent times and leaves room for upside surprises.
MORE ON MSN MONEY
Copyright © 2014 Microsoft. All rights reserved.
The idea of US crude being a shelter from turmoil abroad may not be as far fetched as it seems.
Top Stocks provides analysis about the most noteworthy stocks in the market each day, combining some of the best content from around the MSN Money site and the rest of the Web.
Contributors include professional investors and journalists affiliated with MSN Money.
Follow us on Twitter @topstocksmsn.
[BRIEFING.COM] The stock market capped the trading week with losses across the major averages. The S&P 500 fell 0.5% to surrender its weekly gain, while the Dow Jones Industrial Average (-0.7%) and Russell 2000 (-0.9%) underperformed. The two indices posted respective losses of 0.8% and 0.6% for the week.
Equity indices were pressured from the get-go after several heavyweights disappointed the market with their earnings and/or guidance, which led to some broader profit-taking. After ... More
More Market News
|There’s a problem getting this information right now. Please try again later.|