Hoping for the Best After a frustrating summer for stocks, market strategists see few gains this fall—unless the economy regains its swagger.
It's Not Time to Abandon StocksEaton Vance's Duncan Richardson thinks large-cap growth stocks will have their day again. The joys of dividends and the danger of the rush into bonds.
When the Hammering Resumes Housing is still in the dumps. But the leading home builders are starting to see earnings again, their balance sheets are strong, their stocks—like their products—are reasonably priced. The allure of D.R. Horton and Toll Brothers.
Offshore Drilling, the Right WayHurt by the fallout from the Gulf disaster, deepwater driller Noble may hit bottom. Get ready for a gusher.
A Rust-Belt Power Player After a near-meltdown a decade ago, Michigan utility CMS Energy is firmly back on track, delivering for customers and shareholders.
Public Budget Cuts, Private LossesSome big companies will feel the pain as cities, states and the federal government cut spending in the face of deficits. Sizing up the impact on Dell, St. Jude and three others.
Raytheon's Not-So-Secret WeaponWith ties to thousands of military, espionage and homeland-defense projects, the company isn't likely to be slammed by single massive defense cuts.
Changing the GameTalking with Kevin Landis and Han Lee, co-managers of Firsthand Technology Opportunities Fund.
Kicking the Tires at GMAn essay about the forthcoming public offering of stock in the new General Motors.
The "Jobless Recovery"Who should bear the blame for the economic malaise?
The Fence-Sitting CrowdStocks rallied 5.3% in the first three days of September after a summer of negativity, showing that investors' comfort zone is noncommittal going into a political season where anything can happen.
China's Nascent Stock Rally Could End SoonBill AlpertShanghai shares could sell off as corporate profit growth peaks for the year
There's More Upside in Germany Europe's largest economy had to climb back from a deep recession, but its manufacturing sector still has good prospects despite fears of a slowdown.
An August Start to SeptemberGovernment-bond yields shot up as risk assets such as stocks suddenly came back into fashion.
The Big Boys Discover OptionsOther institutions follow Pimco in using puts and calls to battle stock-market risk. Global volatility leads to less reliance on modern portfolio theory.
Gold's Happy September SongSeasonal factors should give the metal a boost this month, as demand in India and ahead of Western holidays fuels prices
Let's Hear It for Bad EstimatesInvestors stage a little party in response to a soggy jobs report. Things about China we never knew.
The Apathy TradeDid September come in August this year?
Jobs Data Show Wild CardThe August numbers show the pint-sized recovery persists. But the household data yield a small upside surprise.
Plumbing the Carter-Obama Political EquationLike FDR, the president should support a sliding capital-gains tax scale, which reduces the bite the longer you held on to an investment.
Harris Corp. Ups Payout Quarterly dividend hits 25 cents a share on the company's ninth consecutive increase.
New Apple Products Spell Big OpportunitiesApple unveils a slew of new and updated products and services with promising implications for the company and its customers
Will Hurd Succeed Ellison?Rumors swirl that the ousted HP chief will become Oracle's CEO. An intriguing idea, but there's a stumbling block.
Tool-o-RamaOnline brokers use the end-of-summer trading lull to release new investing and analysis tools for their customers. This year there's lots to choose from, and some customer-friendly pricing to boot.
Can You Hear Me Now? And How!Wi-Ex's zBoost SOHO-YX545 can dramatically improve home cellphone reception.
Schwab Bets Big on ETFsDiscount broker buys Windward Investment Management for $150 million, bolstering its roster of exchange-traded funds
How Dead Economic Theories PersistJohn Quiggin's Zombie Economics makes a compelling case against the efficient-markets hypothesis, trickle-down economics and other anti-Keynesian ideas.
Stericycle CEO's $6.7 Million SaleMark C. Miller sold 100,000 shares of the medical-waste firm.
Stocks in the Spotlight FridayH&R Block, Take-Two and Monster Worldwide rose. Celldex fell.
Cloudier Outlook for SunTrust BanksSterne Agee cut the target price to $19 from $22.
Calling for Increased Smartphone ShipmentsFirst Global expects the global handset market to grow 12%-13% in 2010.
Should Investors Chase the Rally in Take-Two? Though shares of the video-game maker soared on strong earnings results, the future could get dicey.
Don't Expect a Bidding War for the WhopperCredit Suisse says the current $24-per-share Burger King bid is too high.
The Wireless OS ShakeoutWedbush expects Android and iOS to gain market share.
Collective Brands Feels the PinchCaris & Co. cut earnings estimates on the shoe retailer.