Longtime market bull Jeremy Siegel says investors could realize the market is behind the curve on interest rates.
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The online retail giant is run brilliantly -- just not for the stock market.
When push comes to shove, Amazon (AMZN) doesn't care enough about stockholders -- short term, at least.
The problem is time frame. Amazon truly does believe in growth, but it has not always believed in profitable growth, and it has never cared about smooth profitable growth. So if it sees an opportunity, or recognizes that the stock and its accoutrements have to be ignored for a while, or that people expect too much right now, then it just lowers the boom on you.
That is why it is so hard to own.
Continued pessimism about Brazil's inflation prospects raises concerns about the country's big domestic banks.
The automaker says it will bring the electric car to all 50 states this year as it fights for a share of the ecofriendly vehicle market.
By Ted Reed, TheStreet
"We're accelerating our launch plan," said Rick Scheidt, U.S. vice president, Chevrolet Marketing, in a statement. "This is the right thing to do for our customers and our dealers who are seeing increased traffic onto their showroom floors."
Volts have been delivered to customers in the five states -- California, New York, Connecticut, New Jersey and Texas -- and in Washington, D.C. Customer deliveries in Michigan will begin this spring.
In a strong message to Comcast and other foes, the online movie streamer posts a list of the best Internet providers for watching videos.
The company is sending a message to the Comcasts and Time Warners of the world: If you mess with us, we'll tell your customers about it.
In a letter to shareholders, Netflix chief Reed Hastings said that starting today, he'll post a list of the Internet providers offering the best and most consistent experience for streaming videos. The top one, he says, is Charter Communications (CHTR).
This gets at the heart of some ongoing nastiness between Netflix and a few cable companies -- namely, Comcast (CMCSA). Netflix customers are bandwidth hogs, and some reports say that at peak times, their video streaming ties up 20% of downstream Internet traffic.
Global X debuts a pair of broad, style-specific funds, each with a different approach to tracking growth in developing economies.
By Don Dion, TheStreet
Emerging markets remain attractive regions of the globe for internationally minded investors. Now with the launch of two new products, investors can gain exposure to this slice of the geographic pie from a style perspective.
Global X has become a particularly exciting member of the ETF industry to watch. Although this fund sponsor initially generated a following within the ETF industry with its collection of international products that tap into previously unexplored corners of the globe, more recently it has expanded its overall focus, attracting crowds of commodity-hungry investors with the release of precious and base metal-related miner funds, including the Global X Silver Miners ETF (SIL) and the Global X Uranium ETF (URA).
With the launch of the Global X Russell Emerging Market Growth ETF (EMGX) and the Global X Russell Emerging Market Value ETF (EMVX), Global X has once again returned to its international roots. However, for Global X, these funds highlight an interesting new focus.
The hard-drive maker remains compelling after an interesting earnings report.
And here I was, exactly two weeks ago, commenting on how the market expects very little from Western Digital. Turns out, it wants to change the economics of the entire industry on its own. Jim Mueller explains.
Rex Moore, Motley Fool Top Stocks editor
At the beginning of the month, I bought an initial 2% position in hard drive maker Western Digital (WDC) for my Messed-Up Expectations portfolio. At the time, I believed that the market was underappreciating the continued need for inexpensive mass storage for digital content. After Tuesday's earnings release, I believe that's even more the case.
Not only that, but I believe the market's short-sighted concern with management's comments about over-supply of hard disk drives in the pipeline and how Western Digital is going to deal with that is continuing to hold the price down, giving us an opportunity to buy more shares.
A drop of 19 basis points would have been bad -- but 190? It's a reminder that you would rather be producing commodities than consuming them right now.
Anyone who has listened to conference calls so far this quarter has to be struck by the total relentlessness of the analysts when it comes to gross margins -- to the point where some analysts are openly questioning the success of projects if the gross margins aren't good enough.
Which is why I blanched when I saw the gross-margin numbers from Procter & Gamble (PG) this morning, a decline of 190 basis points.
Hey, 19 basis points would be bad. But 190!?!
Now, that's a negative!
The company is so well run that it was still able to deliver the numbers. Procter & Gamble is much better than it used to be. This margin contraction is truly ugly, however, and it is a reminder that you would rather be producing commodities than consuming them.
Boeing shares slid today after a grim earnings report. The drop is one more chance to get into the stock.
Some Chinese small-caps got on to U.S. exchanges through loopholes -- and investors need to be extra careful with them.
James Surowiecki of The New Yorker makes a strong case against jumping into the hundreds of small-cap Chinese stocks that trade on U.S. exchanges. "While some of these firms are indeed thriving enterprises, more than a few seem to be specialists in a less savory business: ripping off investors," he writes.
He lists two stocks that have burned investors. The once-hot Fuqi (FUQI), a jewelry maker that said last year it had overstated earnings for the first three quarters of 2009. The company still hasn't filed a new earnings statement, Surowiecki reports. Fuqi now trades at about $5.30, down from $32 in September 2009.
The retailer walks away from building a supercenter near a Virginia battleground dear to preservationists' hearts.
After fighting historians for two years on the issue, Wal-Mart (WMT) has suddenly dropped plans to build a store near the Virginia battlefield where Robert E. Lee first met Ulysses S. Grant in 1864, The Associated Press reports.
The store wasn't intended for the actual heart of the battlefield -- that's inside a protected national park -- but it was nearby. Wal-Mart said the area already had retail locations and was zoned for commercial use. The county board of supervisors approved Wal-Mart's permit for the 50-acre property in 2009.
Analysts expect 11 million Verizon iPhones will be sold this year, which will be a boon to mobile application developers.
By Olivia Oran, TheStreet
New Verizon iPhone users -- and the subsequent launch of iPhones on other CDMA-based carriers -- could help expand Apple's App Store next year by $1 billion, according to research firm IDC. The App Store is estimated to reach sales of $6 billion, up from $2.8 billion last year.
"We think there will be a feeding frenzy with the Verizon iPhone of tons of people downloading apps like crazy," said Sam Altman, the founder and CEO of Loopt, a Mountain View, Calif., location-based social game. "It's going to be a land grab."
With more iPhones in the market, some app developers may choose to focus more aggressively on building games for the iOS platform, even if they continue writing apps for Google's (GOOG) Android software.
And unlike Android, for which developers must ensure their app works on a variety of different handsets, the iPhone runs on only one device, which makes building programs simpler.
Yes, the economy is improving, Nouriel Roubini says. But huge problems still lurk for the US and Europe.
Noted economist Nouriel Roubini -- known for his gloomy predictions of financial upheaval -- actually admitted a global economic recovery is taking place. "Balance sheets are strong, confidence is rising," he said today at the World Economic Forum in Davos, Switzerland.
Fantastic -- we're back on track! Well, not so fast. If you follow Roubini, you know there's a "but" lurking in there somewhere. And here it is: But the possibility of a double-dip recession is still very real, he added.
Check out this video report for more news from Davos
This utility is off the grid when it comes to juicy payouts.
Is there such a thing as a low-risk, high dividend yield? If there is, National Grid could be it. My Foolish colleague Jim Royal makes the electrifying case.
Rex Moore, Motley Fool Top Stocks editor
Do you like a fat dividend? What about a growing dividend? And a company with a legalized monopoly that can keep those fat payouts climbing? Then I think you're going to love this outstanding stock, which I've been buying for my own portfolio in the past few months.
OK, I'm not buying it as of this minute, because of the Fool's disclosure rules, but as soon as the Fool's rules permit, I will be scooping up more. That stock is National Grid (NGG). There's a lot to like about this regulated utility, and it can make a great investment in times of uncertainty such as we have today.
With last night's bullish, business-friendly speech about innovation and global competitiveness, the president paved the way for market growth.
"And in conclusion, I think the Dow ($INDU) should blow right through 12,000 on its way to 14,000, the S&P 500 ($INX) is meaningfully undervalued, and I would take advantage of the decline in materials stocks to pick up some terrific values, values so great that I am sure people on both sides of the aisle would embrace them."
There. Is that how you want President Barack Obama to be? Is that what you think he should have said last night?
I watched the State of the Union speech with one eye on Twitter, seeking instant reaction from people about what they thought. The comments ranged from being humorous, or actually un-humorous, to wiseacre skepticism or even deeper cynicism.
That's not how I felt. Strictly using the prism that people have come to expect from me -- the stock prism -- I thought it was terrific, just terrific, compared with (1) what I expected and (2) what I would have expected a year or two ago.
The president has proposed a five-year freeze on non-defense discretionary spending. Here are the stocks that will be hit hard.
In tonight's State of the Union address, President Obama is set to endorse a five-year freeze in spending in response to calls for fiscal consolidation by the newly empowered Republicans in the House of Representatives. This is likely to be the first step in a bargaining process with the Republicans over the raising of the national debt ceiling -- without which the country could default on its debt since it would be prohibited from additional borrowing to pay existing obligations.
The cuts amount to savings of around $26 billion over five years. For their part, the Republicans are pushing for cuts of $100 billion this year alone. Moreover, the president is pushing for a five-year plan by Defense Secretary Robert Gates that would cut $78 billion in military spending.
Clearly, the fiscal largesse of the last few years -- the bailouts, the stimulus packages, the support of the housing market -- is coming to an end. Here's a look at the stocks most vulnerable to spending cuts in Washington.
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Equities rallied out of the gate with the financial sector (+1.1%) providing noteworthy support for the second day in a row. The growth-oriented sector extended its September gain to 1.9% versus a more modest uptick of 0.4% for the ... More
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