What Do I Think About Bank Stocks?
Financial risk continues to mount in the markets and you should not be surprised by this, as I have been quite vocal about the high risk in the financial sector. On Monday, Bank of America Corporation...
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With Emerging Market Slowing,Corporate Earnings Are the Key
It’s my contention that the stock market is engaging in a slow process of topping out. The stock market usually likes to lead the economy and, while corporate earnings have been surprisingly strong...
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Expect Big Increases to Dividends Over the Next Few Quarters
There’s been a lot of news related to increased dividends and this is a very positive sign for the stock market. Even if there aren’t big expectations for capital gains from stocks, institutional...
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Bull Market Rally & Stocks: Where Do They Go From Here?
There is plenty of rejoicing on Wall Street as traders celebrate the third anniversary of the beginning of the current bull market rally with heavy buying on Tuesday. The Dow Jones Industrials surged...
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My Prediction for This Earnings Season
Trading action in the stock market is quite good. The main stock market averages crossed new benchmarks and valuations are not yet stretched. Another earnings season is just around the corner and there...
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Why this Market’s Poised for Another 10% Gain
We’ve seen a lot of increases in dividends lately and it’s a trend that should last throughout the next couple of quarters. The stock market has also been bolstered this year by a strong performance...
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U.S. Economy: What Freight Haulers Are Saying About It
I’d like to report on a benchmark stock that I consider an important market indicator for the U.S. economy. I’ve written about Union Pacific Corporation (NYSE/UNP) many times as a company to follow and...
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Forget the Stock Market; GoodCorporate News Still the Best Gauge
A little stock market bounce-back is a welcome development. We likely won’t see any material new trend develop until second-quarter earnings season begins. Investment risk is still very high, but there...
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U.S. Economy: Expectations Just Got Halved
Last Friday’s U.S. jobs report was just terrible and we also got data from China showing a weakening in that country’s manufacturing sector. This put an already lackluster stock market into very...
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Benchmark Stocks Hitting New Highs—Stock Market Poised to Go Higher
You know which benchmark stock has turned things around? It’s General Electric Company (NYSE/GE), which used to be the ultimate conglomerate company. GE’s second quarter was pretty decent, and while...
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Stock Market Leads the Economy—ManyDow Jones Components Doing Great
There are all kinds of Dow Jones components making new highs or very close to new highs in this stock market, and in my opinion, a lot of these companies aren’t expensively priced at all. The Walt...
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Who’s Benefiting? DiscountRetail Stocks Hitting New Highs
Want to know which stock market sector is making new record highs in this market? Retail stocks. Of course, the retail stocks that are doing great aren’t the big luxury names, but the discount...
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Broader Market to Consolidate—No More Upside Without the Fed
A lot of smaller companies and micro-cap stocks are now reporting their quarterly earnings, and a lot of the numbers are pretty good. I’ve noticed particular financial strength in a number of micro-cap...
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What Doom and Gloom? The Stock Market Is Going Up
The stock market rally continues, and it’s great; that is of course, if you own the right companies. For the most part, the best wealth creation over the last few years has come from large-cap,...
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Dow Jones Industrials Looking Good, But Transportation Leadership Has Vanished
Stock market breadth isn’t that strong, and what’s worrisome from my perspective is the non-confirmation from the Dow Jones Transportation Index. One stock market leader that I always follow is Union...
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Stock Market on the Verge of a New Trend
The stock market is on the third leg of a repeating pattern that began about three years ago. The spectacular stock market decline that began in 2008 hit a bottom in March 2009, and then promptly...
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More Dividend Increases Coming Soon—Is This Good or Bad?
Stock market optimism continues, but it’s not about corporate earnings or data on the U.S. economy. Although the stock market is still fairly priced, if the main indices keep ticking higher, share...
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No Wonder This Stock Market Index Outperformed
Automatic Data Processing, Inc. (NASDAQ/ADP) is one of those blue chips that have a good thing going with their private sector U.S. jobs reports. The stock market moves on the news, and so does...
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Want a Stock Hitting a Record High? Bring on the Dish Soap
There are still all sorts of blue chips trading right at their 52-week highs; some are trading at their all-time highs. And the best part about this is that these companies are not expensively priced...
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Revenues or Earnings—Seems Like Stocks in This Market Can’t Beat on Both
The earnings train continued while the stock market was closed on Monday, and the numbers still aren’t that great. Archer-Daniels-Midland Company (NYSE/ADM) is one of the few large-cap companies that...
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