Stocks are hot again, but as in 2000, not all of them are reaping the benefits.
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The telecom's already strong position in 3G and 4G technology gets a wireless boost from the acquisition of rival Atheros.
By Scott Moritz, TheStreet
Typically, expensive deals like the $45-a-share cash offer from Qualcomm for Atheros would send the buyer's shares down on dilution worries. But this deal is getting only positive blowback, largely because it will give Qualcomm's already strong position in 3G and 4G technology a boost in areas like WiFi and GPS technology.
The move comes as Qualcomm announced Wednesday that its Snapdragon processors and LTE chips will be inside new 4G devices at Verizon (VZ). Verizon is expected to introduce some of those mobile devices Thursday at CES in Las Vegas.
The iPad stole the spotlight as the first on the scene, but these up-and-comers could take a piece of Apple's pie.
There's no denying that the release of Apple's iPad last April was the catalyst that changed tablet PCs from curios to consumer gold. That device is now the standard bearer for consumer and investor expectations, as iPad sales for 2010 are expected to exceed 14 million, and analysts like Deutsche Bank's Chris Whitmore now expect Apple to sell 28 million iPads through 2011.
But those projections could be sketchy, based on the idea that Apple is the only game in town. As three other tablets show, the iPad may have a tough time retaining dominance as competitors roll out innovative -- and sometimes flashier -- tablets.
If history is any indicator, this morning's slump will follow through with mild losses. Accept the decline, buy the dips and follow the usual suspects for signs of an intraday turnaround.
So it goes.
What's been the follow-through on days like this? Typically we have everything go down, then one of the futures ticks up -- oil because of inventories (announced today); copper, perhaps because of short-covering; or the euro, because Portugal was just a fire drill -- and we settle into a down-1%-or-less day. We basically give up what we have made.
Storms in Australia are creating an extreme scarcity with worldwide implications. At least 1 stock could profit.
The bookseller faces a potential liquidity crisis, which could lead to a Chapter 11 filing.
By Jeanine Poggi, TheStreet
Is Borders (BGP) eyeing a bankruptcy filing? If the bookseller's latest moves are any indication, the company could be headed precisely in that direction, according to James V. McTevia, a turnaround expert and managing member of McTevia & Associates.
On Monday, The Wall Street Journal reported that one of Borders' major suppliers, Rowman & Littlefield Publishing, is temporarily halting the shipment of books to the retailer. The publisher's CEO told the Journal that his company will not ship to Borders until it receives more information on the bookstore's payment plans.
Asbury Automotive has its foot on the pedal, ready for an uptick in American car buying.
U.S. auto sales must recover. An auto retailer is priced as if that will never happen. Read on in amazement as Fool analyst Michael Olsen turns this simple equation into a detailed buy case for Asbury Automotive.
Rex Moore, Motley Fool Top Stocks editor
Despite its boring veneer, my purchase of Asbury Automotive Group (ABG) -- a humdrum retailer of new and used cars -- might just put a little excitement into my Rising Star portfolio's returns. I'm investing $750, or 4.4% of my first year's capital.
Here's an update on some interesting funds launched in 2010.
By Don Dion, TheStreet
Precious and base metals proved to be popular themes for ETF investors during the past year. While some companies launched products that tapped into previously unexplored corners of the industry, others offered up new ways to gain exposure to old favorites.
Here are some of the most interesting metals-related products introduced in 2010.
Palladium was one of the best-performing commodities in 2010. ETF Securities, a relative newcomer to the U.S. ETF industry, enjoyed a lot of success last year with the launch of PALL and PPLT.
Stock sales and bond purchases have been slowing in recent weeks, suggesting a trend that may continue in 2011.
By Jeff Kleintop, TheStreet
About $90 billion has been pulled from U.S. stock mutual funds since the flash crash on May 6, according to data from the Investment Company Institute. On that day, the Dow Jones Industrial Average ($INDU) experienced the biggest intraday point decline, 998.5 points, in its 114-year history.
During every week since the crash, investors have been withdrawing more money from U.S. stock mutual funds than they have been adding, while strongly favoring bonds with their investment dollars. This net selling took place despite strong gains over the past six months in the major stock market indexes.
Investors' recent period of selling U.S. stock funds while the stock market posted more than a 10% gain is unprecedented, and it follows two years of net selling in 2008 and 2009.
Take advantage of the lull, because the metal has yet to peak.
Time for a break for gold? After still one more astonishing performance, in keeping with the 10-year outperformance of the precious metal, it seems reasonable to think that gold can cool off for a bit. The gold stocks themselves are saying the same thing, taking a real breather for the past few weeks.
To which I say: Take advantage of the weakness if you haven't already, as we are hardly done with the run. Why? Because the one thing we know about 2011 is that currencies are suspect. Paper is suspect. There's too much being printed here. There's too much that's going to be printed in Europe. The stuff's worth less and less.
That means gold will be worth more and more.
As blue chips battle, this IT powerhouse will be the first place companies turn to for an edge.
By Jon Markman, InvestorPlace.com
If the first year of this decade was all about building a firm base of recovery, the second year will be about leveraging that success and fighting off newly resurgent competitors. That's why one of the best stocks to buy and hold in 2011 is tech stock pick Cognizant Technology Solutions (CTSH).
It's going to be a ground war in 2011. Companies that survived the financial crises and tech bust of the 2000s by addressing the needs of niche users in a unique and profitable way will now try to attract new customers by scratching, clawing and attacking their rivals. And here's how CTSH will make a difference:
Aixtron could see the pace of installation double for its chemical vapor deposition machines.
Evercore Partners is a Wall Street powerhouse that specializes in buyouts, which should be en vogue in 2011.
By Hilary Kramer, InvestorPlace.com
After a number of high profile buyouts and mergers in 2010, including Intel-McAfee and HP-Palm among others, it’s very likely that cash-rich blue chips will see an M&A buying spree again as we enter a New Year. If you’re looking for the best stocks to buy in order to cash in on this craze, you can take a gamble on some small-caps that are likely buyout targets … or you can take a sure thing in an M&A powerhouse, Evercore Partners (EVR).
If you’ve never heard of EVR, you’re not alone. Evercore is an emerging powerhouse on Wall Street that specializes in three of the highest- margin businesses in the entire corporate spectrum: mergers & acquisitions (M&A), restructuring (bankruptcy work) and asset management. And while this stock never makes a lot of headlines, it is a power player behind the scenes.
Here are three big reasons that Evercore could break out in 2011 and why investors should expect a surge of merger activity:
China National Offshore Oil Corp. is benefitting from powerful demographic, inflationary and business trends overseas.
By Robert Hsu, InvestorPlace.com
In 2009 and 2010, the best stocks to buy were clearly in emerging markets. China's economic growth was unmatched as the world economy reeled from the financial crisis. And looking ahead to 2011, many people think China's run is over. While it's true some Chinese companies may fall away, many well-run and profitable China stocks exist out there.
The best one of all, and my top China pick for 2011, is China National Offshore Oil Company (CEO), China's offshore exploration and production energy company and the most dynamic of China's Big Three state-owned energy giants. Let me tell you why I am so bullish in the new year via three simple reasons:
A contract dispute with Orbitz and Expedia kicks off what may be a testy year for the industry.
Those sites have stopped selling American's tickets. And the airline seems to be fine with that.
American has seen its contracts expire with Expedia and Orbitz and hasn't been able to renew the deals. That's because American wants to pay the sites less money and is asking them to connect directly to its own computers instead of going through intermediaries, the Financial Times reports.
But can American really do business when two of the largest travel websites are ignoring it?
Computerized high-speed trading accounts for most trades, experts say.
The average time a stock is held is 22 seconds. But that's an improvement from a year ago, when it was 20 seconds, according to analyst Michael Hudson, an economics professor at the University of Missouri.
It's all because of computerized split-second trading. "The financial sector is short term," Hudson said in an interview. "They talk as if they're long term."
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For years, Todd Mills pushed Frito-Lay to make taco shells from Doritos. He died from a brain tumor on Thanksgiving.
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[BRIEFING.COM] The S&P 500 shed 0.1%, registering its fourth consecutive decline. Today's session proved to be a bit of a roller coaster ride for stocks as the S&P 500 opened in the red, rallied into positive territory, fell to fresh lows, and regained the bulk of its losses into the close.
For the second day in a row, the early weakness coincided with heavy selling in Europe. In addition, bonds and risk assets were pressured by a better-than-expected ADP Employment report, which ... More
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