Even after disappointing retail numbers, consumer discretionary stocks hit an all-time high. Traders still think there's room to go.» Read More
Plus, Cramer's favorite foods stocks and more.
Christian Andreach takes the broad view, and the first of his criteria is valuation. "What we're doing is looking for opportunities where a company's competitive position is being permanently advantaged," he told CNBC. "That is, we're seeing capacity exit certain industries, and that capacity isn't going to come back."
Wal-Mart stores says U.S. same-store sales rose 1.4 percent in March as consumers continued to hunt for bargains and bought necessities, such as groceries. But the results are below Wall Street expectations.
Stocks snapped a two-day slide on Wednesday largely due to optimism about insurance firms and retailers.
Following are the day’s biggest winners and losers. Find out why shares of Home Depot and Exxon Mobil popped while Energy Conversion Devices and Nucor dropped.
It was a week of short-lived rallies and dismal data, with breath-taking drops for giants like CNBC.com parent General Electric and battered automaker General Motors. The experts looked for a bottom, and focused on the future. One highly-regarded analyst even predicted a bottom within days.
No additional stimulus from China? The Street was excited yesterday on talk that China would announce additional stimulus measures today, but the Chinese premier did not offer any additional stimulus details during the opening session of the National People's Congress.
"We think the economy probably bottomed in January," David Magee told CNBC. The principal and portfolio manager of Magee Thomson Investment Partners is now waiting for some confirmation — and he's picking stocks.
Stocks limp into March at 12-year lows, amid signs the market could still be heading south.
J.C. Penney posted a 51 percent drop in fourth quarter profit on Friday, and said its loss in the current quarter would be deeper than Wall Street estimates.
Following are the day’s biggest winners and losers. Find out why shares of Continental Airlines and Viacom popped while Harley-Davidson and Capital One dropped.
Plus, Cramer makes the call on retail, oil, minerals and more.
It's buy the rumor on the stimulus package, the Geithner package, and hopes that mark-to-market will be modified.
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.
Many retailers saw weak sales as consumer spending largely dried up after the holiday season.
The BoE got a step closer by cutting 50 bps to 1% as expected, The ECB has decided to sit the race out by keeping rates unchanged at 2%.
Rafael Resendes of the Toreador Large Cap Value Fund sees the stock market changing from a momentum-driven market to a valuation-driven one. He names a number of stocks that he feels are very well positioned.
Following are the day’s biggest winners and losers. Find out why shares of EOG Resources and CIT Group popped while eBay and Liz Claiborne dropped.
The Dow slid on Monday on more evidence the year-long recession will keep eating into corporate profits...
U.S. retailers are going to be pulling out all the stops this weekend — the last weekend before Christmas — with everything from jaw-dropping markdowns to round-the-clock openings in a last-ditch attempt to save the season.