Stocks Will Struggle to Beat 5% Treasurys, Strategists Say. And What the Heck Is ‘Out-Dexing?’

A top Wall Street forecaster told me how to beat the stock market from here: Buy a Treasury bill. I would leak the tip on Reddit, but I’m not sure how many moon rocket emojis to use. A six-month Treas...

For All His Criticisms of Disney, Peltz and Iger Probably Agree: Streaming Has to Be Fixed

“Great news: Nelson Peltz made a slide deck about me,” said no CEO ever. But maybe Walt Disney Bob Iger had mixed feelings about the 35-pager that dropped this past week. One one hand, it says that he...

It’s Pharma Time: Why Merck and Lilly Stock Are Buys, but not Pfizer.

My 2023 biotech outlook calls for continued momentum in name changes. I just need to figure out what the stocks will do. Last year, Respira Technologies became Qnovia. It’s run by a former tobacco exe...

These Stocks Had a Terrible 2022. The New Year Should Be Better.

Videogame maker Take-Two Interactive Software is known for two things: Grand Theft Auto, and did I already say Grand Theft Auto? The stock was down 43% in 2022, making it the group’s worst performer. ...

Cheap? Maybe. But These Stocks Have Been Dead Money for Decades.

Cheesecake Factory appears to be “running the same play,” wrote J.P. Morgan analyst John Ivankoe in a recent restaurant industry outlook. I don’t think he meant it as a compliment—the stock, he noted,...

Roblox Has 57 Million Daily Users, Half Under 12. What Could Go Wrong?

My kids sat me down for slide presentations on their school-issued Chromebooks detailing what they want for Christmas. Appalling, sure, but I figure they’re building IPO roadshow skills that could pay...

T. Rowe Price Has Had a Rough Time of Late. Negativity in the Money Manager’s Stock Could Be Overdone.

Money manager T. Rowe Price Group has fallen way out of favor on Wall Street. There are 15 analysts covering the stock, according to FactSet. None say to buy. More say to sell than hold. That’s approa...

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Big.

Thirty years ago this past week, Eaton Vance launched a U.S. mutual fund for investing in China. I remember the wholesaler’s sandwiches. A mutual fund wholesaler, if you’re unfamiliar with the term, i...

Chinese Stocks Are a Screaming Bargain. Don’t Buy Them.

Another brutal selloff for China’s tech champions presents U.S. investors with a dangerous bargain. Shares like Alibaba are deeply discounted compared with their U.S. counterparts. But “shares” might ...

Airline Stocks Have Struggled. Here Are a Few Highfliers.

Some airline stocks trade at five times projected earnings. Why so expensive, you might be wondering. The group’s reputation on capital preservation at the moment ranks somewhere between damaged and U...

Stocks Are Sinking and Rates Are Rising. It’s Painful, But We’re Heading for Normal.

Stocks and bonds are tumbling. Housing has weakened. And I haven’t heard a word about nonfungible cartoon monkey tokens in maybe three months. Strategists are now turning to truly bizarre assets—two I...

Shoppers Are Getting Cheap. Here Are Stocks to Buy in a Trade-Down Economy

I regret buying a twin pack of 40-ounce ranch dressing jugs this past week. It’s not that I over-ranched—the warehouse club industry was built around rewarding extreme condiment commitments with low u...

Duke Energy Sees a Bright Future for Nuclear Power

I figured I’d put the uranium rods near the basketball hoop. Water from the nearby garden hose would serve as both the coolant and the moderator, slowing the neutrons enough to keep my chain reaction ...

How Corn and Soybeans Affect These 3 Biodiesel Stock Plays

Beans and corn have caught my attention, and this time it’s not just because ShopRite put summer succotash on sale. Prices for America’s two biggest cash crops are well off recent highs. Corn is down ...

The Housing Market Just Hit a Wall. What’s Next for Prices, Brokers, and Builder Stocks.

My summer portfolio strategy is to play the old disco hit “Baby Come Back” while slow dancing with my December brokerage statements. If it works, I have a business idea involving Hall, Oates, and a tw...

Growth Stocks Down. Small-Caps Are Worse. Could This Be Time for Small-Cap Growth?

If your stocks are trailing the S&P 500, which is down 15% from its early January high, borrow a tactic from the pros: switch benchmarks. Perhaps you’re beating growth stocks. The S&P 500 Grow...

Netflix and Disney Stocks Hit a Rough Patch. Don’t Count on a Quick Bounceback.

Netflix hasn’t done much wrong, despite a 35% plunge on quarterly results this past week, and a 22% one back in January. The company has convinced 222 million customers worldwide to hand it an average...

Musk’s Cannabis-Themed Twitter Offer Looks High but Not Wacky

Text size Elon Musk is offering $54.20 a share for all of Twitter. Al Drago/Bloomberg Elon Musk is offering $54.20 a share for all of Twitter —and you don’t need to work up a discounted cash flow anal...

Missed the Dip in Stocks? Where to Find Yields of 3% to 6%.

I sneezed, and missed the buying opportunity in stocks. The S&P 500 was down 13% at one point this year. It ended the first quarter with a loss of just 4.6%, including dividends. But all of the ba...

6 Dividend Growth Stocks That Beat Commodities for Fighting Inflation

Text size Verizon Communications has a towering yield of 4.8%. David Paul Morris/Bloomberg Is there such a thing as a meme metal? Humble nickel, used mainly to make stainless steel more workable, rece...

Is Now the Time to Buy or Sell? 7 Stocks to Consider During Turbulent Times.

I asked two market strategists whether U.S. investors should buy stocks here despite the pall of war in Ukraine. One says definitely, and the other says to hold off. Both are convincing. This is why I...

6 Stocks for a 2022 of Higher Interest Rates and Slower Earnings Growth

Don’t let inflation fears dominate your investment thoughts. Save time to worry about earnings growth, too. Below, some statistical bellyaching and portfolio defeatism, plus one Wall Street bank’s top...

Cathie Wood Is Sticking With ARK’s “Super Growth” Stocks–and Avoiding the FAANGs

Opinions on Cathie Wood run strong. “She knows nothing more than anyone else,” one reader all-capped me in an email this past week. I think value investors have been waiting so long for a momentum-sto...

Peloton and Netflix Stocks Have Fallen. Here’s How Best to Play It.

One bank says to use the recent growth-stock selloff to buy shares of Alphabet . Another says Amazon.com and Facebook owner Meta Platforms . A third is going in a different direction and picking all t...

Why the Floor for Bitcoin’s Price Is Zero

Text size What matters for Bitcoin is price momentum. Dreamstime A few thoughts early in the trading week: Recent crypto buyers who are sitting on deep losses surely don’t need me reminding them that ...

Value Gets Its Moment. Consider These Stocks and ETFs.

Buy the dip, wrote J.P. Morgan’s strategists early this past week. As calls to courage go, it wasn’t exactly Churchill during the Blitz. The dip in this case was a 2% decline, year to date, in the S&a...

Auto Stocks Have Revved Up on EV Ambitions. Here’s Where They Go Next.

Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor , General Motors , Tesla , and Rivian Automotive each had price swings of more than 10% during the first trading week of t...