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Is the Rally for Real? (MKC, STZ, SCHN, EBIX, MCP, BTX)

Posted by Geoff Seiler at 5:07PM on June 30th

Stocks posted strong gains for the fourth-consecutive day to help erase much of the pain of what otherwise was a difficult month for the market. The question is whether this is an earlier start to the fall rally we were…

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Recovery Story Should Trump Inflation Story (MKC, APOL, PVH, GE, AVL, URZ)

Posted by Geoff Seiler at 4:44PM on March 29th

Stocks had a solid day, despite a big but less-than-expected drop in consumer confidence. While increases in gasoline and food costs may be weighing on consumer sentiment, we don’t think it is presently impacting consumers’ spending habits — based on…

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With Q3 in the Books, Focus Shifts to Earnings (MKC, WOR, SNX, AIG, PRU, HYC)

Posted by Geoff Seiler at 5:03PM on September 30th

Stocks slipped a bit on the day, but overall September will go out as a very strong month for equities. October is typically a tough month due to mutual fund tax-loss selling, but earnings will still likely play a big…

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Stocks Retreat As Economic Fears Return (CAG, DFS, MKC, NKE, OSIR)

Posted by Geoff Seiler at 4:50PM on June 24th

Stocks took it on the chin today as economic fears have once again have crept back into investor minds. The fear mongering is yet again reaching high levels, with some economists and pundits comparing the economy and market to the…

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Greece Takes the Wind Out of Stocks (BBY, MKC, QCOM, LULU, VIT)

Posted by Geoff Seiler at 4:53PM on March 25th

A strong day for stocks fizzled after European Central Bank President Jean-Claude Trichet called the International Monetary Fund’s organizing of a bailout package for Greece “very, very bad” and criticized the European Union for not stepping up to take responsibility.…

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