The $19 billion WhatsApp deal could become the Facebook founder's legacy . . . or his albatross.
VIDEO ON MSN MONEY
Of all the villains in the home loan crisis, the Justice Department appears ready to target the least bad: Goldman Sachs.
Of all the people who tricked Americans into terrible mortgages, all of those who encouraged out-and-out fraud to get a commission, all of those who made it so many people have lost their homes to foreclosure, you would think that the Justice Department would have at least one if not two or three of the top scalps involved.
Think of all of the people in the process who created, packaged and sold securities that they knew were worthless because they originated the mortgages. Think about all of the people who dissembled their exposure to trick companies into lending them money, so when the "collateral" of those mortgages unraveled, it led to trillions in bank losses and the destruction of some once-great American companies.
Think about all of that advertising you and I saw for no-money-down mortgages and home-equity loans that flowed hourly. Think about the rubber-stamping by those who should have known better, including the largest buyers of mortgages in the country who, for huge fees, packaged gigantic loans in bundles that they knew would lead to huge defaults.
The wireless industry continues to see more consolidation. But that won't knock out American Tower.
Materials are likely to underperform sector leaders like health care and consumer staples this summer. Here’s the latest chart action for the materials sector ETF and three of its key holdings.
Hands-on investors can use subsector funds to benefit from various developments in the health care industry, such as M&A activity.
By Don Dion, TheStreet
The evolution of the ETF industry has led to the development of funds that are aimed toward tracking various subcomponents of a single sector. For example, while investors can use the iShares Dow Jones Transportation Average Index Fund (IYT) to access a collection of airlines, railroads and delivery services, it is also possible to use the Guggenheim Airline ETF (FAA) to specifically target airlines.
The same goes for health care. The Health Care Select Sector SPDR ETF (XLV) tracks a basket of firms hailing from branches of the health care industry including pharmaceuticals, providers and biotechnology. The instant diversification that comes with XLV makes the fund an attractive choice for those looking for catch-all exposure to health care.
Hands-on investors, meanwhile, may find funds such as the iShares Dow Jones U.S. Pharmaceuticals Index Fund (IHE), First Trust NYSE Arca Biotechnology Index Fund (FBT) or iShares Dow Jones U.S. Healthcare Providers Index Fund (IHF) more to their liking.
Google and Cirrus are logical choices.
By Eric Bleeker
This month, I'm headed back to the well for my real-money Rising Stars portfolio. I'm scooping up more shares of Cirrus Logic (CRUS), a company that's ridden Apple's (AAPL) coattails to record levels of profitability, but has seen its stock falter as production issues on a recent design rattled investors. The event highlighted the execution risk that could undermine Cirrus' future growth within Apple's product lines. However, I feel that given the known risks, Cirrus remains attractively priced.
However, I'm also going to add Google (GOOG) to the portfolio. While the businesses of Google and Cirrus Logic couldn't be any different, my rationale for buying both stocks is the same.
Our mobile future
A key theme of the portfolio I'm building is that mobile, connected devices will be a change on par with the emergence of the personal computer in the 1980s. This extends well beyond the idea of general smartphone or tablet sales, and into a broader "consumerization of information technology" trend.
The Sept. 11 terrorist attacks led to policies that prevent money laundering, but more needs to be done.
By Dan Freed, TheStreet
The Sept. 11, 2001 attacks were, among many other things, an attack on Wall Street.
Killed by U.S. forces on Sunday, Osama Bin Laden was largely ineffective in bringing down the U.S. financial system.
However, some important changes to the system did result.
Upscale offerings are on the docket for every major chain, indicating an industry-wide effort to improve margins.
McDonald's (MCD) has changed the fast-food industry in many ways since its first franchise location opened more than 50 years ago. One of its most recent contributions is the idea that a burger joint can be a specialty-drink powerhouse, too. A 2008 study showed that Mickey D's stores offering premium McCafe coffees generated 15% more revenue than a standard location.
So it's no surprise that every fast-food joint under the sun is trying to get in on the beverage biz. Specialty drinks are a high-margin business and are an easy way to experiment with creative new flavors to reach new customers.
The summer heat is a perfect occasion for testing these thirst quenchers, and a laundry list of quick-service restaurants are rolling out drinks that include a Double Stuff Oreo shake, frozen strawberry lemonade and new zero-calorie sodas. Here are some highlights:
With the Dow up 10%, it's natural to consider a move into consumer staples. But once they catch up to the rest of the market, they may underperform.
That's what people are starting to talk about when it comes to staples like Procter & Gamble (PG), Colgate (CL) and AstraZeneca (AZN) as they report just so-so numbers and then rally as if they got it right.
Of course, they don't rally hard. They go up 38 cents here and 42 cents there. But on a day like Monday, they were on display doing some terrific things versus riskier stocks like Caterpillar (CAT) and Apache (APA) that really gut-shotted your performance.
Anyone running a diversified portfolio wants to be in some of these. I am no different. I like Coca-Cola (KO) very much. At the right price I would like PG and Unilever (UN) and maybe Kimberly-Clark (KMB), certainly Altria (MO). But they are no longer at those prices. In fact, this rotation has moved them up to where unless you got a definitive break in commodity prices you could end up underperforming from here, because, alas, I think these moves are just catch-up moves to the rest of the market.
The luxury handbag company plans to open 30 new stores in China this year and next.
Whole Foods is sagging, so I'm replacing it in my Wall Street Survivor portfolio with biotech company Techne.
Last week I detected some weakness in Whole Foods Market (WFMI) and needed to replace it with a stock that has positive momentum. The chart below should make it obvious why WFMI needed to be cut.
Most of my picks follow what some people call momentum investing. I do not look for patterns, but I do use Barchart to find stocks that deserve to be recognized for their increases in sales and earnings.
Techne is a holding company with two operating units concentrating on hematology controls, which are used in laboratories to check the accuracy of blood analysis instruments, and biotechnology products such as purified proteins and antibodies.
The automaker's share price is going nowhere, even though the company is gaining momentum. Why?
But why? GM is gaining in market share, its Chevrolet Volt is one of the most-talked-about cars of the year, and the company seems poised for a full-fledged revival. Why is the stock such a dud?
Climbing gas prices are obviously a huge problem. But shares of Ford (F) haven't suffered nearly as much. SmartMoney visited the New York International Auto Show and found one key difference: Shoppers don't consider GM cars a good value.
Post continues after this video debate about whether GM stock is a buy:
In 5 hours of questioning at Berkshire Hathaway's annual meeting, the Oracle tries to set the record straight on David Sokol.
Buffett grabbed the controversy by the horns, jumping right into the matter on everyone's minds: David Sokol, the former Berkshire executive who had traded stock in a company he urged Buffett to buy.
Buffett said Sokol's failure to tell him the whole story about Lubrizol was inexcusable, according to The Wall Street Journal, which sent reporters to the meeting. The whole affair, he said, was "a situation that's sad for Berkshire, sad for Dave and inexplicable."
Post continues after this video interview with Warren Buffett about the Sokol affair:
Bullish chart patterns and the potential for upside earnings surprises this week mean that investors should be looking to play the long side on these four energy stocks.
KIT digital is in the sweet spot of a burgeoning industry.
By Sean Sun
KIT digital (KITD) is the kind of company that you expect to find headquartered in New York, Los Angeles, or at the very least, Paris. Instead, the company and its namesake, the entrepreneur-cum-turnaround artist Kaleil Isaza Tuzman, can instead by found in Prague, the capital of the Czech Republic. From there, Tuzman has transformed the company from a headless chicken into what might become the salesforce.com (CRM) of the burgeoning video asset management software (VAMS) industry.
As its name suggests, KIT digital's particular expertise in this $10 billion-$15 billion market is in dealing with digital and Internet video. The company's solutions allow customers like MTV, Verizon, and CNN to create, manage, and distribute the increasing number of videos that are now popping up all over the Internet.
It's a simple thesis, really. Video content is going to increase: everything from more handheld electronic "access points" (tablets and smartphones, for instance) to cheaper and faster bandwidth point to this upward trend in video volume. As it increases, it will become increasingly less efficient for companies to handle all the necessary functions in-house.
These well-known companies are still finding more ways to grow.
By Scott Rothbort, StockPickr
The other day a good friend -- whom I refer to in my writings on TheStreet.com as "Craig the Jeweler" -- and I were discussing the difference between stocks and commodities. My opinion is that stocks have earnings, accumulate assets and pay dividends, whereas commodities have either industrial applications or social value. Craig asked me why companies such as Wal-Mart (WMT) and Home Depot (HD) perform poorly. After all, he hypothesized, they are all making good money. I told him it's all about growth.
Investors tend to seek one or more of the following: value, growth, income. Growth is the furtherance of a company's sales and net worth. Income represents the dividends that the company pays shareholders. Valuation looks at the worth of a company versus its market price.
One of the classic models of stock valuation is the discounted cash flow model, or DCF, a growth-based model that considers the present value of a company's future earnings. Another model, the dividend discount model, or DDM, values companies based on dividends per share divided by the discount rate less the dividend growth rate.
MORE ON MSN MONEY
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
Activists seem to be lurking everywhere, and boards of directors are listening to them. It's all part of an unexpected 2014 landscape that's making the market tough for negativists.
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] Not much change has taken place since our recent update as the major averages remain near their flat lines. The Nasdaq (+0.1%) sits above its unchanged level while the Dow Jones Industrial Average (-0.2%) and S&P 500 (-0.2%) remain in the red.
Within the price-weighted Dow, 17 index members trade in the red while 13 display gains. Of the 17 decliners, three-Boeing (BA 124.40, -1.27), Home Depot (HD 80.50, -0.79), and Verizon (VZ 226.83, ... More
More Market News
|There’s a problem getting this information right now. Please try again later.|