Market Insight

Markets rarely move at random. InvestorPlace’s leading analysts break down macro trends, sector dynamics, and recurring market patterns to help investors understand what is changing, what matters most, and where opportunities may emerge.

Starbucks Earnings Outlook Holds Amid Coffee Price Increases – But is Target Reachable?

Keeping focus in a grim market, Starbucks (NASDAQ: SBUX) is pledging to maintain its profit outlook for its next fiscal year. This is despite the increase in coffee bean prices Starbucks is facing that would normally pose some complications to SBUX stock and the bottom line.

Consumer Confidence and Spending May Be Stabilizing, Survey Says

Most recent data on consumer confidence, particularly the carefully followed Conference Board study, show an erosion in sentiment from the spring. There is every reason to believe that second quarter GDP will be revised down from the initial 2.4% annual expansion rate because of the July trade deficit. Numbers from both the public and private sectors have indicated weakness in the housing and retail markets.

Hewlett Packard (HPQ) a Buy After Mark Hurd CEO Ousted

With improved morale alone, the company’s productivity should improve and HP will rebound. So I took a closer look at the tech giant -- and found even more evidence that HPQ stock is undervalued and a great value for investors right now. Here are my top reasons why Hewlett Packard is a buy below $41.50 after the recent scandal:

Market About to Go Down Like the Hindenburg?

The 'Hindenburg Omen' is predicting a market crash, but how reliable is it?

BHP Billiton Wants To Acquire Top Potash Supplier

Mining giant BHP Billiton Ltd. (NYSE: BHP) made an unsolicited offer to acquire Potash Corp. (NYSE: POT) for $130 a share that the Potash board immediately and unanimously rejected as "grossly inadequate." The offer from BHP valued Potash at approximately $38.6 billion. Not only did Potash reject the offer from BHP billiton, the company's board adopted a "poison pill" rule that prohibits any single investor from acquiring a stake greater than 20% in Potash.

Warren Buffett and Berkshire Buy a New Stock

Berkshire Hathaway Inc. (NYSE: BRK-B) revealed its latest quarterly holdings report, with stocks of record as of the market close on June 30. Though many positions remain unchanged, there are some notable moves where Warren Buffett boosted his companies stake in Johnson & Johnson (NYSE: JNJ) and in Wal-Mart (NYSE: WMT).

Housing Market Short Sales Are Your Best Investment Option Now

The recession is “officially” over according to GDP figures. Stocks are up +50% from the March 2009 bottom. Gold and silver are up dramatically, too. So what’s the only remaining asset class that’s still cheap?

ERTS, ATVI, MSFT Find Small Victories in July Video Game Sales

After enduring two months of sluggish video game sales and releasing a number of titles from video game stocks such as Activision Blizzard (NASDAQ: ATVI) and Electronic Arts (NASDAQ: ERTS) that failed to gain any significant traction, the video game industry has been on the outs. But a few video game stocks finally had a decent month this summer, according the July video game sales numbers.

Apple Inc. (AAPL) News – iPad Competitor Reveals Supercharged OS X Friendly Tablet

Apple sent out an early version of their next Mac OS X update while preping a relaunch of their community pages in the form of a new social network. Meanwhile, Axon Logic launches an expensive but versatile new iPad competitor.

Activision (ATVI) Struggling Amid Tired Sequels

It has not been a good August for Activision Blizzard (NASDAQ: ATVI). First, Activision earnings came out including lower revenue and poor guidance. Then a July video game sales report showed trouble again, with industry-wide sales down 1% on the month.

KFC Franchisees Cry Fowl Over Yum! Corporate Meddling

When KFC president Roger Eaton decided to ignore the Colonel’s tried and true bone-in fried chicken and instead focus on healthier fare, he managed to ruffle the feathers of many of his faithful franchise owners across the country. Now parent company Yum! Brands (NYSE: YUM) is being sued by angry KFC franchise owners over the Yum corporate plan – most notably, over the push for grilled over fried chicken.

LOW, HD Point to DIY Comeback

Earnings and sales from clothing and department stores have been merely okay, and management is reluctant to look ahead with much positive feeling about the consumer spending. This morning's earnings report from Lowe's Companies, Inc. (NYSE:LOW) follows that pattern.

Hulu Could Hold Fall 2010 IPO to Raise $2B

Hulu appears to be thinking of a fall 2010 IPO with a stock offering to raise $2 billion, according to reports. But industry experts speculate that the Hulu IPO plans aren’t to beef up programming or boost bandwidth. Rather, the move is to push for one of two things –the implementation of a subscription service that charges internet audience, or a push to put more ads in content to boost profits.

Retail Sales Rise 0.4% in July (DDS, JCP, WMT, HD)

The US Department of Commerce reported that July retail sales rose just 0.4%, mostly as a result of increased auto and gasoline sales.

Why Investors Shouldn’t Buy Today

The bear is on the prowl and the near-term trend is down, so investors don't want to chase an oversold bounce.

Beer Prices May Soon Be Harder to Swallow

Beer prices have gone up regardless of inflation or deflation in the broader economy, and it looks like they're about to go up even more.

Sony Ericsson Team With Google to Take on Apple With Playstation Phone

Consumers, investors, and analysts have been asking since 2007 why SCEA and Sony-Ericsson haven't produced a Playstation branded smartphone to compete with Apple (NASDAQ: APPL).

Stocks Selloff Looks Overdone

Stocks plunged on Wednesday as investors decided to dump shares of companies most closely related to cyclical economic growth. The funny thing is, they ramped up the very same shares a week ago because they were so excited about the prospects for improved growth. It's like deja vu all over again, but backwards and with a full twist.

GM Faces Earnings and CEO Change Into IPO

General Motors Co. has suddenly found itself front and center in the news today. The company, or the government agency, posted its second consecutive quarter of positive earnings this morning for the first time since 2004. Second-quarter profit totaled $1.3 billion, or EPS of $2.55. Revenue totaled $33.2 billion. In the second quarter of 2009, GM lost almost $13 billion on its way to a bankruptcy filing. One could say that things are definitely looking up.