Global dealmaking is its fastest since 2007, with the value of deals struck in the first three months of 2015 up 21 per cent year on year to $811B, the Financial Times reports.» Read More
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?
Stocks tumbled Friday and the S&P hit a 12-year low as news of the government's stake in Citigroup and General Electric slashing its dividend stirred worry in the market.
The last thing companies need is the president eyeballing their industry. But that’s just what happened to health care. Who’s next? And how do you protect your portfolio? Cramer has an answer.
The Dow fell in volatile trade on Thursday with Merck being one of the biggest drags on the blue chip index, as investors worried that the budget proposal could strangle profits.
Instead of asking what Warren Buffett has been buying, we should have been wondering what he's been selling. Berkshire Hathaway's stock portfolio snapshot for the end of the fourth quarter reveals its holdings in Johnson and Johnson have been slashed by more than half.
Hope for clarity on government programs moved stocks today. Several key events made it clear we are starting to approach the endgame on government programs.
President Obama had some harsh words on Thursday for bankers who paid themselves billions of dollars in bonuses despite the sweeping government rescue of the nation’s financial industry. Senator Christopher J. Dodd of Connecticut said “every possible legal means” should be used to claw back the money.
Health services firm Health Net has been rising for the last month and is up another 6 percent Wednesday amid heavy options volume. In the first 90 minutes of the session alone, HNT contracts had already traded more than seven times the 20-day average. Find out what it means.
Following are the day’s biggest winners and losers. Find out why shares of Texas Instruments and Hershey popped while Valero and McGraw-Hill dropped.
Following are the day’s biggest winners and losers. Find out why shares of Southwest Airlines and Potash popped while eBay and Sony dropped.
Stocks retreated Thursday as Microsoft layoffs and bank worries overshadowed hope for economic stimulus.