ThinkstockMany fundamental analysts will tell you the chart followers are nothing more than people reporting after-the-fact data. The reality on Wall Street is that a great chart pattern combined with solid fundamentals can give…
As Americans become ever more dependent on the Internet for everything from business to social needs, the top Internet companies continue their march to stay number one in their respective fields. The Internet Services…
ThinkstockWhen the top tech companies agree to present at a firm’s technology conference, that firm has the decided advantage of getting some behind-the-scenes due diligence in them. The UBS technology conference is one of…
ThinkstockHealth care has been a top sector for investors this year. The research team at Oppenheimer continues to believe that health care remains well positioned to deliver further market-topping returns in 2014. Earnings revisions…
ThinkstockLast Friday the Chinese government unveiled a 60-point reform plan designed to boost Chinese economic and social status to new levels. The agenda is an initiative to move China to a more free market…
Frank Golhen, via Wikimedia CommonsFor much of the past two years, technology has dominated both long/short exposure and long/short performance in the hedge fund world. This has changed over the past quarter with technology dropping…
ThinkstockThe Wall Street firms that handle the bulk of retail accounts are always very careful about recommending stocks priced in the single digits. Typically they are fallen angels, or sometimes just the victim of…
ThinkstockMore and more Americans are storing their music, video, pictures and data in the cloud through various public cloud providers. For many of the companies that provide this service, it is not their core…
ThinkstockMany Wall Street analysts and strategists are forecasting a rise in corporate earnings for the rest of the year and throughout 2014. That is music to the ears of stock investors. Rising earnings can…
ThinkstockBig data is starting to dominate how big business is done. Major corporations around the world are extracting everything from consumers’ changing tastes to spending habits. The companies that can supply big data analytics…
ThinkstockThe need for speed, whether wireline or wireless, continues to drive the direction of most of the top companies in the Robert Baird Communication Services and Technology coverage universe. The quality of network marketing…
While the past two years were all about getting the house back in order, the UBS equity strategy team thinks 2014 is all about earnings growth. That should be sweet music to the ears…
ThinkstockThe Piper Jaffray consumer research team was given some help from the technology research team and has laid out an initial holiday road map for investors in a new research report. They highlight what…
ThinkstockWith the third-quarter earnings season nearing a close, the MLP analysts at Deutsche Bank have released a new research report tabulating the data. In the report they summarize some of the significant trends shown…
ThinkstockThe price of spot gold has been hammered over the past year. The top American gold producers have gone through waves of restructuring and cost cutting in an effort to squeeze out profits as…
ThinkstockFor the most part, earnings from the big technology companies came in at or above Wall Street expectations. Some clear trends have started to emerge as mega cap tech stocks that focus on the…
ThinkstockWorldwide sales of semiconductors climbed to a record $80.92 billion in the third quarter of 2013, up 8.4% from $74.64 billion in the prior quarter, according to the Semiconductor Industry Association (SIA). Chip sales…
ThinkstockThe administration has basically admitted that the rollout and launch of the Affordable Care Act, or Obamacare, has been nothing short of a disaster so far. The website was never prepared to handle the…
Courtesy Ford Motor Co.This year has been a tough one for value investors. The rage has been growth stocks, especially the momentum names, and the more conservative value names have been left behind. After…
ThinkstockThe UBS proprietary institutional flow data indicates that hedge funds are increasing exposure to financials and decreasing exposure to health care. Given that health care has outperformed significantly year to date, hedge funds that…