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…
ThinkstockThe technology research analysts at UBS A.G. (NYSE: UBS) believe that the U.S technology sector is trading at an unjustified discount to the broader market despite its solid growth. Historically, investors have been well…
ThinkstockAs the fracking revolution continues to drive production up and costs down all across the United States, companies that can deliver production beats are the companies getting big jumps in share prices. The energy…
ThinkstockNorth American natural gas supply is again on the rise. The most significant driver has been continued strong results from the low-cost basins (Marcellus, Montney), which have supported notable upside to volume expectations from…
ThinkstockAfter underperforming the market last year, investors have received a catch-up trade with master limited partnerships (MLPs) delivering 31.11% in total returns over the past year, as measured by the market-cap weighted Alerian MLP…
ThinkstockOnce again, the Wall Street conference calendar is heating up. Next week is the widely attended Jefferies Global Healthcare Conference in New York City. Following the success of last year’s conference, with more than…
courtesy of McDonald'sRestaurants, like any other retail stock, are dependent on a reasonably strong and healthy consumer. The gradual improvement in the job picture and the economy may bode well for the sector. While…