courtesy of Delta Air LinesAs the second-quarter earnings season starts to wind down, most equity strategists at the major Wall Street firms we cover are reasonably pleased with overall corporate performance and…
ThinkstockGiven the stock market’s long run since the post-election 2012 lows, and following yesterday’s rout, now might be a good time to start looking at the top large cap stocks that are…
White House Photo by Pete SouzaBerkshire Hathaway Inc. (NYSE: BRK-A) and Warren Buffett released the conglomerate’s stock holdings as of March 31, 2013. This 13F filing with the SEC shows that the…
Wikimedia CommonsAfter years of flourishing, some of America’s largest public corporations have stopped growing. In several cases, this trend began years ago. The companies that cannot grow fall into two categories. The…
The rhetoric out of North Korea is acting as a drag to the broader markets, but don’t tell that to the defense sector. Of the 30 Dow Jones Industrial Average stocks, only four…
ThinkstockNorth Korean television this morning broadcast another thinly veiled threat against the United States. In a translation provided by the U.K.’s Guardian newspaper, North Korea said: The U.S. should not forget that…
The business of war is profitable. In 2011, the 100 largest contractors sold $410 billion in arms and military services. Just 10 of those companies sold over $208 billion. Based on a…
ThinkstockIf most Americans had ever heard the term “sequester” before last fall, they probably thought it meant something like entering a monastery or convent. But in the doublespeak of the current world…
ThinkstockIf there is one thing a U.S. politician does not want to appear after the horror of 9/11, it is being weak on defense. Yet with the exception of entitlements, the biggest…
U.S. equity markets opened higher this morning following a string of solid earnings reports yesterday and after markets closed last night. As we note below, earnings results were more mixed today, but…
U.S. equity markets opened about flat this morning following the holiday weekend in the U.S. Foreign markets were also more or less mixed. In Europe, the German and eurozone economic indexes came…
thinkstockWith a down to the wire timing that has become a tradition in Washington D.C., the House and the Senate approved what is being called the The American Taxpayer Relief Act of…
The three major U.S. stock indexes opened higher this morning following a better-than-expected PMI reading from China (more coverage here) that was mostly untempered by lower-than-expected PMI readings from Europe (more coverage…
Defense contractors General Dynamics Corp. (NYSE: GD) and Northrop Grumman Corp. (NYSE: NOC) reported third quarter 2012 results before markets opened this morning. General Dynamics posted diluted earnings per share (EPS) of…
The three major U.S. stock indexes opened lower this morning and remained in negative territory all day. The decline is down to weak earnings from many U.S. firms reporting results today. In…
