Longtime market bull Jeremy Siegel says investors could realize the market is behind the curve on interest rates.
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Funds tracking the German economy and consumer staples are among those in the spotlight as the eurozone debt crisis continues and the holiday shopping season hits high gear.
Here are five exchange-traded funds to watch this week.
1. iShares MSCI Canada Index Fund (EWC). Sprinkled across the latter half of this week's earnings calendar are a handful of top Canadian banks. EWC, which sets aside nearly one-third of its index to the financial sector, will be heavily influenced by the performances and outlooks from institutions including the Royal Bank of Canada (RY), Toronto-Dominion Bank (TD), Bank of Nova Scotia (BNS) and Canadian Imperial Bank of Commerce (CM).
Stocks are oversold enough that upbeat retail numbers will let us rally for a day or two. But Europe will soon call the shots again.
Monday, for once, Macy's (M) trumped Italy. Target (TGT) beat Belgium. Nordstrom (JWN) took on Spain and won. We got whiffs of something good in Europe, avoiding what looked like DEFCON 2 on the way to DEFCON 1, which is how we left Friday's tape.
And you can bet that very few people saw this one coming. First, the relentless downbeat analysts certainly pegged the Grinch to triumph over the weekend. How could he not? Job growth? Nil. Leadership? Shaky. Morale? Horrible.
Using a covered call strategy, this resource-focused fund generates a double-digit yield.
I am recommending a new high-income fund for our model portfolio Gabelli Global Gold and Natural Resource Income Fund (GGN).
This is a closed-end fund that offers an 11% dividend yield. The fund generates monthly income and pays 14 cents a month in dividends by trading covered calls.
Tiffany and Neiman Marcus have seen robust sales, but Blue Nile struggles with unique problems.
Neiman Marcus and Tiffany (TIF), names synonymous with luxury, have benefited from robust jewelry sales. Earlier this month, Neiman noted that fiscal first quarter sales gained 8.2% (8% on a comparable basis) thanks in part to sales of jewelry.
The government agrees to allow foreign companies to own up to 51% of supermarkets, saying the move will create jobs and spur investment.
The Indian government this week voted to allow foreign companies to own up to a 51% stake in supermarkets. Experts said this could open the way for Wal-Mart, Britain's Tesco (TESO) and France's Carrefour (CRRFY) to begin expanding throughout the populous continent.
Most Asian carriers still don't carry the iPhone.
By Evan Niu (TMFNewCow)
With as much growth and popularity that Apple's (AAPL) iPhone has seen, would you believe that there's still incredible room for even more upside in the years to come?
As Apple's most important business segment and biggest cash cow -- 43.4% of revenue last year -- all eyes are on where iPhone fever will spread next. Recent analysis from Morgan Stanley analyst Katy Huberty shows there's still plenty of money on the table.
Partisanship aside, here's a historical look at market returns under Democratic and Republican administrations. The data might surprise you.
The lead-up to next year's election will bring a lot of claims from both parties, so here's a look at the record over 50 and 100 years to see which party in the White House is historically better for stocks.
It's common knowledge that the Republican Party is better for business, corporate profits and the stock market, isn't it? Democrats are more interested in pushing social programs at the expense of business, right?
The legendary investor recently visited Japan, sparking rumors that he might see buying opportunities there.
"Our elephant gun has been reloaded, and my trigger finger is itchy."
-- Warren Buffett, 2011 Berkshire Hathaway letter to shareholders
With names like Lubrizol and Wesco Financial now decorating the Berkshire Hathaway trophy room, it has clearly been an active year for Warren Buffett in terms of acquisitions. The billionaire has indicated, however, that it is not quite time to hang up the elephant gun.
This offshore driller has an aggressive global growth strategy and offers an 8.7% yield.
SeaDrill (SDRL) is the second-largest offshore driller, with the second-largest ultra-deepwater fleet.
It operates the world over with 46 rigs, and it's clients include most of the oil and gas exploration heavyweights like Exxon Mobil (XOM), ConocoPhillips (COP), the Norwegian company Statoil (STO) and Argentina's Petrobras (PZE).
The growth outlook unravels as the world's largest economies stumble. And that could be pulling stocks down at a time when investors are hoping for a Santa Claus rally.
There's so much bad news going around, it's hard to know where to start.
Here at home, the deficit-cutting supercommittee failed to deliver, raising the specter of another credit rating downgrade and the expiration of popular short-term stimulus items like payroll tax cuts and unemployment benefits.
The failure also illustrated the fact that the country is increasingly ungovernable at a time when we need swift, thoughtful policy actions.
The food company concentrates its business in developed markets that haven't seen a strong recovery.
Revenue increased just 1% in the quarter, with 80% coming from developed markets that have seen a weak recovery. Sales volume saw a 3% decline, with particularly dismal results from Australia and ongoing weak traffic trends in the U.S.
Compounding the headwinds, gross margin for the quarter worsened by 180 basis points, weighed down by commodity inflation, which outpaced pricing and productivity gains.
The country is projected to see increasing birth rates through 2016 -- and Mead Johnson Nutrition stands to gain from that rise.
The cost of turkeys has escalated this year, and some stores are deeply discounting the bird to attract shoppers.
To keep budget-minded customers from getting sticker shock, some grocery chains are deeply discounting the birds. That's created a "turkey war" between stores fighting for every last consumer dollar.
Passing on Transatlantic and buying into IBM signals a change in investment strategy.
Warren Buffett's Berkshire Hathaway (BRK.B) rarely loses a deal fight, which makes Monday's news that the legendary investor was outbid for reinsurer Transatlantic Holdings (TRH) seem like a strange sight.
However, the fact that Berkshire lost out in a hotly contested bid to a competitor a nearly a tenth of its size in Alleghany Corporation (Y) should not be so surprising, given the Omaha, Neb., holding company's move away from its traditional reinsurance and insurance base and its shift to a more diversified portfolio of industrial companies.
Capital Advisors Growth Fund manager Keith Goddard works to limit losses while maintaining potential for aggressive growth.
All too often, large growth funds have followed a volatile pattern. During bull markets, the growth funds soared as investors bid up prices of fast-moving technology and consumer stocks. Then the rally ended and growth stocks crashed hard as overvalued shares sank.
Because of the regular collapses, the large growth category has often trailed large value. From 1928 through 2010, large growth stocks returned 8.8% annually, compared to a figure of 11.1% for large value, according to Ibbotson Associates. In recent years, growth stocks have sunk twice -- after the Internet bubble burst in 2000 and when the financial crisis unfolded in 2008. Hurt by the downturns, large growth funds trailed the S&P 500 ($INX) during the past decade, while large value funds outdid the benchmark.
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Fed keeps important 'considerable time' language in reference to short-term interest rates, but dissents and dots leave doubts.
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[BRIEFING.COM] The major averages ended the midweek session with slim gains after showing some intraday volatility in reaction to the release of the latest policy directive from the Federal Open Market Committee. The S&P 500 added 0.1%, while the relative strength among small caps sent the Russell 2000 higher by 0.3%.
Equities spent the first half of the session near their flat lines as participants stuck to the sidelines ahead of the FOMC statement, which conveyed no changes to the ... More
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