Home Ideas & Research Indexes Hedge Funds Portfolios My tickerspy Newswire
Enter ticker(s) QQQQ: 55.40 0.00%   SPY: 164.28 -0.71%

Archive

European Worries Persist (YHOO, FRAN, BMC, ORCL, ACOM, GOLF, MVG)

Posted by Geoff Seiler at 4:34PM on May 14th

Stocks continued their downward trend as European worries persist. With Greece still in a political stalemate, expectations have risen that the country could eventually drop the euro currency. We think, while potentially painful in the near term, that ultimately this…

Read more …

Fed Move Great for High-Yield Stocks (BA, GLW, YHOO, ILMN, RKT)

Posted by Geoff Seiler at 6:15PM on January 25th

After a weak opening, stocks rallied after Fed Chief Ben Bernanke said the Fed does not plan to increase interest rates until late 2014. The Fed previously said it did not expect to raise rates until mid-2013. An accommodative Fed…

Read more …

Early Tech Reports a Pleasant Surprise (GS, LLTC, STT, YHOO, FCS, COOL)

Posted by Geoff Seiler at 8:34PM on January 18th

Stocks had a strong day, bolstered by improving housing data and some decent earnings reports. The early reports out of the tech sector have been a pleasant surprise. While not great, they have been better than expected and guidance has…

Read more …

Key December Sales Numbers on Tap (APKT, UNF, PRGS, YHOO, REE, AEA)

Posted by Geoff Seiler at 5:02PM on January 4th

After a weak start following yesterday’s strong rally, stocks managed to end the day flat to up marginally in the case of the Dow. The economic data continues to point to a slow recovery, with factory orders up better than…

Read more …

Portfolio Managers Could Push Shares Higher to Close the Year (TIBX, AM, AKAM, YHOO, HSOL, BTX)

Posted by Geoff Seiler at 4:36PM on December 22nd

Stocks had a solid day, as the economic data was largely positive. Jobless claims continue to trend lower, while consumer confidence is improving. With just over one week left in the year, and the market hovering near breakeven, we wouldn’t…

Read more …

A Greek Curveball (PFE, BHI, ADM, ICLK, YHOO, EDV, ASIA)

Posted by Geoff Seiler at 4:33PM on November 1st

Stocks took it on the chin for a second day as Greece’s prime minister surprisingly said he’d let the Greek people vote on whether to accept the EU rescue package and subsequent austerity measures. If the vote goes through and…

Read more …

Crude Bubbling Over (KMB, ETN, HS, CI, YHOO, GOOG, CAT, HSFT, SXCI)

Posted by Geoff Seiler at 4:35PM on October 24th

Strong earnings from Caterpillar (CAT), a few large M&A deals, and even mention of QE3 from a Fed official sent stocks higher on the day. Meanwhile, crude was bubbling over after HSBC said that industrial demand in China increased month over…

Read more …

Caution After the Quick Rally (JPM, SWY, FCS, AOL, YHOO, SINA, BAC)

Posted by Geoff Seiler at 4:46PM on October 13th

Stocks took a breather from their recent run to end mixed. Given the surge over the last week and a half, the market needed to take a break as it is near-term oversold. We’d be a little more cautious in…

Read more …

How Much Should We Worry About Greece? (WWW, VTSS, PPDI, YHOO, EDV, USU)

Posted by Geoff Seiler at 4:43PM on October 3rd

The calendar may have flipped, but stocks left off where they ended the quarter, in the dumps. Europe’s woes were once again the culprit, overshadowing some better-than-expected U.S. economic data. Greece said it would miss its deficit target despite the…

Read more …

A Perfect Week (RIMM, DMND, UTX, YHOO, KIOR, JKS)

Posted by Geoff Seiler at 6:12PM on September 16th

It was a perfect week for the market, with stocks gaining ground each day this week. Europe remains the center of investor attention, although the rally came despite a dispute between U.S. Treasury Secretary Timothy Geithner and German Finance Minister…

Read more …