Stocks rose on Friday, after the S&P 500's best two-day streak in years.» Read More
We are putting cash back to work, said Ron Muhlenkamp, portfolio manager at The Muhlenkamp Fund, and Jeff Mortimer, CIO of Charles Schwab Investment Management.
Plus, Cramer makes the call on insurance, the autos, natural gas and more.
We are at the beginning of a slow and uneven recovery but we will see the S&P 500 reach 1,000 by year-end, said Bob Doll, vice chairman of BlackRock.
Even though Warren Buffett always says he likes stocks more when they're cheaper, he didn't do a lot of buying as Wall Street's major indexes fell to their bear-market lows (so far) in early March. Berkshire Hathaway's first quarter stock portfolio snapshot shows no blockbuster buys. A few stakes did, however, get bigger during the first three months on the year.
Following are the week’s biggest winners and losers. Find out why shares of Tyson Foods and Philip Morris popped while IBM and NVIDIA dropped.
Investors can benefit from certain health care companies that will be boosted by the stimulus package, said Les Funtleyder, health care strategist of Miller Tabak.
Around lunchtime on Wednesday the S&P 500 was trading around 870 – a level that some traders believe could be a point of resistance for stocks. Can it break higher?
After a couple of bearish days, the bulls regained their footing in the shortened trading week. There was plenty of action off the trading floor as well, with a major decision by the Federal Accounting Standards Board, a heartening merger in the housing industry, and some impressive earnings projections from Wells Fargo.
BlackRock's Bob Doll says the investor needs to realize where we are in both the economic cycle and the market cycle, and he has some suggestions about where to re-adjust a portfolio. (Part One)
BlackRock's Bob Doll says the investor needs to realize where we are in both the economic cycle and the market cycle, and he has some suggestions about where to re-adjust a portfolio. (Part Two)
Brent Wilsey is one of countless market-watchers who expect the earnings season to be a rough one, but the president of Wilsey Asset Management is not one to overlook the price tags on the stocks of the companies involved. "Stocks are beaten down way more than they should be," he told CNBC. "This is a great opportunity to be buying these companies at these prices."
The S&P 500 slid on Tuesday, with investors jittery about the start of earnings season and what Corporate America will say about profits.
CNBC's Bob Pisani reported from the New York Stock Exchange Tuesday. He says the trader buzz is focused on earnings season, which begins today with Alcoa. Pisani discusses economic bellwether Baltic Exchange Dry Index, Royal Bank of Scotland Humana, Coventry, and UnitedHealth.
Earnings season begins today with Alcoa. The majority playbook, which we have telegraphed for a month, is to ride the wave off the March 6th lows going into earnings season, then lighten up as stocks move sideways to down on the back of VERY CONSERVATIVE guidance.
Fifth Third Asset Management's Mary Jane Matts looks back on a dramatic week for stocks, and still finds some bargains for investors. "When you consider that the S&P is trading about eleven times normalized earnings, the stock market is attractive here," she told CNBC. "I don't think you have to over-think it."
Rumors that UnitedHealth Group is interested in the managed healthcare company Coventry Health Care have lifted Coventry as much as 10 percent today, while driving short-term options buying.
Humana is up more than 7 percent Friday and seeing heavy call activity, amid rumors of a takeover by Aetna. More than 26,500 HUM calls traded in the first hour of the day — that's nearly six times the average daily call volume...
Companies that want to reward theirs investors should make that their mantra.
Health care stocks have lost their defensive appeal and feeling rather ill for the past few weeks. Shares of healthcare companies, United Health Care and Humana have dropped significantly since the Obama administration outlined a healthcare reform agenda aimed at cutting $175 billion in payments over 10 years to private insurers through the Medicare Advantage Program.
After a great run, healthcare stocks got killed last week. What’s the trade now?