ThinkstockFor the past year and a half, top hotel, restaurant and leisure stocks have surged on investor interest and very positive sentiment from Wall Street analysts. In a research report out today, the analysts at…
The surprising move last week by the Federal Reserve to postpone the tapering of the $85 billion per month bond-buying program known as quantitative easing put some very strong wind at the backs of…
ThinkstockAirline stocks have been a frustrating mistress over the past 25 years. Investors became accustomed to airlines and their frequent trips to bankruptcy, and then often to the airline graveyard, where Eastern, TWA, Pan…
ThinkstockThe activist investor has been around forever on Wall Street. For years the portfolio managers and equity strategist at the big mutual fund companies were the ones that really could drive change at a…
ThinkstockThe summer conference season has drawn to a close for this year. What has become an annual trek for hedge funds, mutual funds, portfolio managers and other investors to have the opportunity to find…
Wall Street is a very fickle mistress. Analysts that work on Wall Street often cannot see the forest for the trees. They are more concerned about defending their reputation than actually doing the heavy…
ThinkstockWith the price of crude consistently over the $100 mark this year, we wanted to find the companies that had increased their production the most. While simply increasing production does not guarantee a higher…
ThinkstockWith yields on 10-year Treasury bonds up nearly 1.5% since early May and briefly touching 3.0% last week, the impact of higher rates on stocks continues to be top of mind for investors. The…
ThinkstockMany of the firms that we cover around Wall Street have become more positive on the prospects for improved capital expenditure (capex) spending by corporate America as the year progresses and into next year.…
ThinkstockThe information technology (IT) analysts at Oppenheimer continue to view the sector very favorably and believe that recent relative outperformance can continue in the months ahead. What keeps them so constructive on the sector…
David Tepper’s Appaloosa hedge fund is one of the most respected and closely watched funds on Wall Street. Tepper makes frequent appearances on CNBC and Bloomberg TV, and often his comments alone will move…
Frank Golhen, via Wikimedia CommonsWith the equity markets seemingly hitting new all-time highs every day, we were intrigued by the makeup of the new UBS A.G. (NYSE: UBS) Equity Focus List. The analysts incorporate…
Thinkstock The U.S. equity strategists at Deutsche Bank A.G. (NYSE: DB) who cover S&P 500 stocks with exposure to China have long argued that China’s impact to S&P earnings is mostly through its effect…
Wikimedia CommonsThe stock market rallied to new highs last week on the strength of Federal Reserve Chairman Ben Bernanke’s comments on the continuation of the easy money policies that are flooding the economy with…
ThinkstockTechnology stocks continue to severely underperform the overall market this year. Through the end of last week, the sector was down 3.28 year to date, and it was the only S&P 500 sector in…
courtesy Boeing Co.The stock and bond markets are anticipatory. Witness the sharp rise in interest rates when the Federal Reserve has not even tapered its bond buying program, let alone raised key lending rates.…
ThinkstockWith hackers and whistle-blowing vendor employees continuing to threaten not only national security but business security as well, American and international companies continue to prioritize security within their overall information technology (IT) budgets as…
courtesy of McDonald'sRestaurants wrapped up another strong quarter of stock performance in the second quarter, with the average stock up 13%, compared to the S&P 500 gain of 2%. So far in 2013, restaurant…
When we screen stocks at the Wall Street firms we cover, we always are anxious to provide our readers with the stocks that the top firms feel have the most upside from current trading…
ThinkstockSlower-than-expected Chinese growth and Federal Reserve tapering discussions have severely affected the commodity world. Strengthening of the U.S dollar, unwinding of the global carry-trade and tame global inflation also have played their part in…