ThinkstockActivist investor Carl Icahn has made some changes to his portfolio of equities in the latest 13F filing with the U.S. Securities and Exchange Commission. While there are many positions in there, there were…
ThinkstockThe market has a nearly live reading on consumer sentiment and confidence. The Reuters/University of Michigan reading on consumer sentiment is out. This is a preliminary reading for the month of May rather than…
These are the top Wall Street analyst upgrades, downgrades and initiations for Friday, May 16, 2014. They include J.C. Penney, Micron, Twitter, NBG and SanDisk.
ThinkstockThe conference season is starting to get into full swing, and for the top biotech stocks, that means an appearance at the American Society of Clinical Oncology yearly conference. Many of the top names…
courtesy of WynnResorts.comThe stock market looks wobbly and that may be starting to make many investors nervous. While in the short-term we may be looking at a correction, the long-term prospects for the equity…
In all the years we have covered the Buffett holdings each and every quarter, we have finally seen Team Buffett make a serious acquisition of a telecom stock: Verizon Communications.
ThinkstockFor a bull market to stay alive, you have to have participation from the financial sector. Warren Buffett of Berkshire Hathaway Inc. (NYSE: BRK-A) has been a financial stock buyer for many years. In…
courtesy of WhiteHouse.govBerkshire Hathaway Inc. (NYSE: BRK-A) has released its holdings as of the end of the first quarter of 2014. We were originally not expecting many major changes to the portfolio. It turns…
ThinkstockIn the round of 13F filings with the Securities and Exchange Commission, it turns out that the activist and special situation hedge fund ValueAct Capital Management, L.P. made some big changes. First and foremost,…
Kyle Bass of Hayman Capital Management has been busy in the first-quarter portfolio changes. The value of stocks held as of March 31 was $1.042 billion. The group’s 13F filing three months ago showed…
When retail behemoth Walmart reported its first-quarter earnings, the headlines and the reaction were atrocious. Now that the dust has settled, the question to ask if these results were really that bad.
Cisco Systems managed to beat a low bar in its third-quarter earnings report, and CEO John Chambers guided estimates ahead that were full of less revenue contraction than expected.
Fitch pointed out that RadioShack had not received consent from its lenders to close up to 1,100 stores as contemplated by management. Fitch thinks this will lead it to close only 200 stores.
ThinkstockNational Oilwell Varco Inc. (NYSE: NOV) has not just raised its dividend. It has massively raised it. The leader in equipment and components used in oil and gas drilling and production operations has announced…
ThinkstockIf one stock was the craziest and zaniest of the alternative energy revolution in early 2014, it was none other than Plug Power Inc. (NASDAQ: PLUG). Investors and traders alike have been fighting almost…
Given the solid quarter delivered by Cisco, Oppenheimer analysts think that investors can expect the supply chain to respond favorably, especially the companies leveraged to cloud and hyperscale data center and networking.
Ed Brown, via Wikimedia CommonsThe U.S. Labor Department is out with yet another weekly jobless claims report, but this one was a much better-than-expected surprise. Weekly claims plummeted by 24,000 to 297,000 in the…
ThinkstockThe U.S. Labor Department released its consumer inflation report on Thursday morning. The Consumer Price Index (CPI) is the key measurement of inflation at the retail level, and it is likely to be monitored…
These are the top Wall Street analyst upgrades, downgrades and initiations seen on Thursday, May 15, 2014. They include Cisco Systems, Kinder Morgan, Rackspace, Twitter and L-3 Communications.
ThinkstockCisco Systems Inc. (NASDAQ: CSCO) managed to beat earnings when it reported on Wednesday. The networking and communications equipment giant even represented that the quarter was a solid execution with new markets and technologies…