Report: Chinese regulators conclude chip supplier Qualcomm Air Algerie jetliner with 116 people on board crashes in rainstorm in restive Mali Fewer and fewer US layoffs mean job security is as strong as it's been in more than 8 years Obama calls anew for limits on US company mergers overseas, says it's a question of patriotism Amazon shares fall on deeper-than-expected 2nd- quarter loss Starbucks 2nd- quarter profit rises as food offerings become a bigger driver to cafes Growth in payments volume helps drive Visa's 3 Q profit higher; outlook misses Street view Stocks end little changed as investors work through earnings and economic reports IMF cuts global growth forecast because of slowdowns in US, Russia and emerging markets Oil falls near $102, erasing previous day's gains, amid concern about US gasoline demand» Read More
Bill McVail of the Turner Small Cap Growth Fund thinks size matters, and offers some strong arguments for riding out of the recession with a portfolio full of small-cap stocks. "We think the consumer is going to start doing better in 2009 and 2010," he told CNBC. "We're focusing more on the restaurants and the retailers; we think the stimulus package will get them going sooner."
As Wall Street speculates about whether former investment banks will give back TARP money, Goldman Sachs rose in overnight trading after seeing heavy stock and options volume during Friday regular session.
Ambac Financial Group is seeing unusual options activity Friday, as its shares rise 17 percent on the day. Here's why the options action got our attention...
Is it time for investors to feast on food stocks? David Palmer thinks that's a reasonable assumption. "They're a decent place to be," the UBS senior restaurant analyst told CNBC. "Input costs are coming off their highs; certainly, people have to eat, so, as people look for cheaper calories, (packaged food companies) should be doing OK."
Cozad Asset Management's Ron Kiddoo thinks there's an upside to the downside. "I think we're facing a recessionary economy, so we would look at recessionary stocks, such as in health care and consumer staples," he told CNBC. "Perhaps a little bit in the industrial sector..."
It's the kind of retail market that separates the sheep from the goats, and JPMorgan's Brian Tunick thinks the sheep can give investors quite a feast.
Barrick Gold is seeing bullish options activity as the price of gold rose for the second straight day and stayed above $900.
Fertilizer company Mosaic gained more than 6 percent and is attracting some call buying Thursday, ahead of appearances at two major investor conferences in coming weeks.
Stocks eked out a gain after a rough morning as banks got a boost from market chatter that the government may suspend a controversial accounting rule blamed for much of the contagion in the financial industry.
Better-than-expected January sales lifted the market out of the doldrums on Thursday, and, in the retail sector, Citi Investment Research's Deborah Weinswig has some favorites to recommend to stock-market investors.
Dow Chemical is seeing strong call activity despite a posting a weak earnings report yesterday. Early Thursday, traders bought some 10,700 calls at the February 12.40 strike, which quickly rose in price from $0.20 to $0.35. Many of those calls (DOWBV) were bought in blocks as large as 2,448 contracts each
Semiconductor stocks have been trying to break to higher levels — and options traders appear optimistic that they will succeed. Take the Semiconductor HOLDRS (SMH) ETF, for instance...
Fifth Third Bancorp is attracting heavy call activity as it reaches new 52-week lows. FITB is but a shadow of its $28.58 high from last March, dropping 70 percent last month alone and closing yesterday only a nickel above its new $1.74 low. That was enough to draw options traders, as calls outnumbered puts by 10,000 to 1,700.
Investors should move their money from a couple of big European names to the world's biggest retailer, according to GeertJan Nikken, a technical analyst at Rabobank.
Laura Champine, senior retail analyst for Cowen & Co., has been at the mall, shopping for good retailers, and she's got some very definite ideas about the few positive trends out there.
The company's stock had made a bold effort - easily among the best performing media stocks in the past year. But the last quarter was the first full one since the economy fell off a cliff, and the Magic Kingdom is now facing reality.
Caterpillar is seeing heavy options activity as its stock trades moderately higher Wednesday. Calls outnumber puts by a 3-1 ratio and are concentrated at the February 33 strike, where contracts were bought for $0.77, $0.80, and $0.81. Some May 40 calls also traded for $0.88, according to OptionMonster's real-time tracking systems.
Corporate earnings reports are living up — or down — to expectations. That's good, according to CastleArk Management's Jerry Castellini. He's enthusiastic about some stock sectors, especially for the long run.
Traders were buying calls in Micron Technology for the second day in a row right after the opening bell Wednesday, following a federal court ruling in California that halted a patent infringement case brought by rival Rambus.
Intuitive Surgical has rallied more than $20 in the last five sessions since we cited unusual buying of stock and options in the company. The sharp rise has taken place amid persistant takeover rumors involving Johnson & Johnson and the robotic surgery giant.