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Upgrades & Downgrades: Toasting Bud With a Buy Rating

Wed Nov 18th, 2009

Justin Sharon

For the loneliest number, one sure has a lot of company. A one point gain took the Standard & Poor’s 500 Index to within one percent of its retracement level while one dollar will suffice a

Upgrades & Downgrades: Garmin Navigating Lower

Thu Nov 5th, 2009

Justin Sharon

A tough (and Tufts) end to trading after a stand pat Fed saw shares stand still, equities giving up earlier increases to end mixed as markets discovered a House is not a home. Our elected Representat

Five Things: Banks Go for Broke

Wed Nov 4th, 2009

Kevin Depew

1. Banks Go for Broke......and They're Almost ThereA game of chicken. That's really what it's come down to for banks. Listening in on the Pulte Homes (PHM) conference call this morning, Richard J. Du

Where the Housing Market Goes From Here

Mon Oct 26th, 2009

Josh Lipton

Subsidizing renters with gobs of greenbacks if they buy a house turns out to be a pretty popular program.Thanks to the tax credit for first-time home buyers, as well as cheaper home prices and lower

Why Caterpillar’s Strength Doesn’t Foretell a Housing Rebound

Tue Oct 20th, 2009

Scott Reeves

There are bull markets and bear markets, but do we now have a schizophrenic market?Caterpillar (CAT), the world’s largest maker of construction equipment, offered an upbeat earnings outlook Tue

JC Penney on a High that May Not Last

Fri Oct 9th, 2009

Glenn Curtis

I don’t know where you’ll be this weekend, but you’ll find me on the soccer field. My oldest has a big tournament. Four games in all, and I can’t wait. Details to follow on Mo

Taking a Hammer to the Homebuilding Stocks

Tue Aug 25th, 2009

Josh Lipton

To investors, some of the homebuilding stocks now look like the fantasy McMansions of their dreams.In the past six months, KB Home (KBH) went up more than 70%; D.R. Horton (DHI) cli

Lies, Damn Lies, and the Real Estate Recovery

Mon Aug 17th, 2009

John Mauldin

Editor's Note: This is part 1 of a multi-part series. See part 2 here.A few weeks ago I first used the term “statistical recovery” to describe the nature of today’s economic environ

Ticker Shock: Four Reasons CVS Writes a Strong Prescription

Tue Aug 4th, 2009

Glenn Curtis

Last night I felt like I was on Gilligan’s Island -- that's how long my commute home last night took. The other downer was that I most definitely wasn’t sitting next to Gin

Clorox's Earnings Looking Squeaky Clean

Mon Aug 3rd, 2009

Justin Sharon

One to watch: Clorox (CLX) may not be an obvious name to get the pulses racing on a Monday morning, but if the market’s recent dizzying rally has you clamoring for caution, it commands attentio
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