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.

7 Stocks Raising Dividends – PG, JNJ, SO, RLRN, SXT, STM, SON

It's been a busy week for dividend increases. Blue chip stocks like personal products giant Procter and Gamble (PG), health care stock Johnson and Johnson (JNJ) and utility Southern Company (SO) all raised dividends. Small cap stocks also got in on the action of raises to dividend yields, including computer assessment technology provider Renaissance Learning (RLRN), chemical company Sensient Technologies (SXT), semiconductor stock STMicroelectronics (STM) and packaging giant Sonoco (SON). Here are the details:

Nokia NOK Earnings Miss and OS Launch a Double Whammy

CenturyTel, Inc. (CTL), which is re-branding itself as CenturyLink, has offered $10.6 billion in CenturyTel stock to acquire Qwest Communications (Q). Under terms of the deal, CenturyTel will also assume $11.8 billion of Qwest's outstanding debt, valuing the acquisition at $22.4 billion, or about $6.02/share of Qwest stock. The merger is expected to close in the first half of 2011, and current CenturyTel shareholders will own approximately 50.5% the merged company.

CenturyTel and Qwest Build Telecom Bridge to Nowhere – CTL, Q, T, VZ, S

CenturyTel, Inc. (CTL), which is re-branding itself as CenturyLink, has offered $10.6 billion in CenturyTel stock to acquire Qwest Communications (Q). Under terms of the deal, CenturyTel will also assume $11.8 billion of Qwest's outstanding debt, valuing the acquisition at $22.4 billion, or about $6.02/share of Qwest stock. The merger is expected to close in the first half of 2011, and current CenturyTel shareholders will own approximately 50.5% the merged company.

Computing Stocks Look to the Clouds – GOOG, MSFT, EMC, STX, WDC, VMW

What's the best way to store computer data? More and more often the answer to that question includes the word "cloud." For most of us, the cloud refers to the large public off-site storage sites offered by Amazon (AMZN), Google (GOOG), and Microsoft (MSFT) but also Seagate Technology (STX), Western Digital (WDC) and VMware (VMW).

Burger King Banks on Brunch – MCD, BKC, JACK, WEN, YUM, DENN

Burger King (BKC) has is turning up the heat in its war with McDonalds (MCD) for early morning sales. In selected markets, BK is advertising the availability of a "Burger King brunch" in a quest to cash in on the lucrative breakfast market. This is only a few months after announcing Burger King will carry coffee made by Starbucks as early as September to provide a more flavorful alternative to its BK Joe coffee.

Buying the Right Leveraged ETF (FAZ, BGU, DOG, SDOW, RFL, UYG)

While these leveraged ETFs can deliver huge returns when Wall Street moves in the right direction, they can do serious damage to your nest egg when the tables are turned.

5 Must-See Earnings Next Week – BSX, CAT, GMCR, DD, NSC

Armchair quarterbacks are a dime a dozen each earnings season, breaking out their crystal balls and predicting which stocks will post strong earnings and sales and which ones will miss expectations. Take them with a grain of salt, but here are five earnings predictions for top stocks Boston Scientific (BSX), Caterpillar (CAT), Green Mountain Coffee Roasters (GMCR), Dupont (DD) and Norfolk Southern (NSC).

Can SBUX Coffee Perk Up Burger King breakfast?

Burger King (BKC) has been sleepwalking through breakfast sales for a long time, and a new partnership with Starbucks (SBUX) announced recently isn't likely to be the wake-up call the company needs to catch archrival McDonald's (MCD).

Lubrizol a Small Cap Earnings Gem (LZ, CMI, SIAL, ASH)

Chemical manufacturer Lubrizol Corp. (LZ) suffered a setback of 5% last week following word that it is in the bidding for a German chemical maker called Cognis, but remains in very powerful uptrend.

China Telecom Stocks CHL, CHU and CHA Fight for Mobile Phone Market

China's largest mobile phone operator, China Mobile Ltd. (CHL), saw its revenues rise 7.7% year-over-year, but it's profit was able to manage just a bump of 1.1%. Competition is coming from two other big players in the Chinese mobile market, China Unicom (CHU) and China Telecom (CHA). Together the three claim 766 million customers.

Commercial Lending Still a Problem – RF, USB, GS

Today, Wall Street titan Goldman Sachs (GS) reported net income of $3.3 billion and EPS of $5.59 on revenue of $12.78 billion for the first quarter. Over on Main Street, meanwhile, Regions Financial Corp. (RF) posted an EPS loss of -$0.21. Another regional bank, U.S. Bancorp (USB) also reported earnings this morning, and did much better. U.S. Bancorp reported diluted EPS of $0.34 on revenue of $4.3 billion.

Weatherford WFT Earnings Hurt Amid Oil Field Consolidation

Swiss-based oil field services company Weatherford International Ltd. (WFT) reported first quarter earnings this morning. The company reported diluted EPS of $0.06, excluding a loss of -$0.11 attributed to devaluation of the Venezuelan Bolivar, a charge to the company's suplemental executive retirement plan, and what it calls severance and investigation costs.

7-Eleven Launches Private Label Beer (TAP, HINKY, BUD, SAM)

7-Eleven is defying the beer sales slump with the launch of its own private-label beer called "Game Day," produced by City Brewing of Wisconsin. The move is sure to shake things up in the brewing industry -- and for hard-hit stocks like Molson Coors (TAP), Anheuser Busch InBev (BUD) and Heineken (HINKY), this could be one more reason the industry is just about tapped out.

Company Earnings – Get Ready for the Earnings Onslaught

Only around 20 S&P companies actually reported earnings last week, meaning this week is crammed full of quarterly reports and trading volume should soar. Here's what you need to know.

Straddle Apple-AAPL to Profit from the Stock’s Wild Ride

Apple (AAPL,) seems to set a new 52-week high every few days. A straddle play gives you the opportunity to cash in if the ride continues or win big if the bottom falls out under AAPL shares.

7 Best Stocks for Earnings Season from 7 IP Experts

You can bet that some of the big-name blue chips reporting earnings this week are going to slowly bring Wall Street back to its senses. Here are seven stocks to watch.

Qualcomm QCOM Earnings Preview

In a fascinating example of new tech depending on old tech, the most up-to-date consumer devices on the planet depend on one of the most veteran wireless chipmakers on the planet. And the marriage is working out best for the geezer. That would be Qualcomm (QCOM), one of my letter's top tech picks this spring, a company that's been a leader of the wireless phone and data revolution for more than two decades and has the scars to prove it.

Coal Prices Hurt Earnings for ACI, MEE and BTU; Outlook Improves

As prospects for a carbon cap and trade mechanism diminished over the last quarter, coal miners have seen share prices rise to near or above 52-week highs. Arch Coal Inc. (ACI), Massey Energy (MEE), and Peabody Energy (BTU) set new highs in January, and Massey even recorded a second high in April before the disaster at its West Virginia mine that killed 29 miners.

Crude Oil Price Rises Didn’t Help HAL, MMR Earnings

Over the past few weeks crude oil prices have jumped to a high of over $87/b before pulling back. Oil fell more than $2/b on Friday, and it is down nearly another $2/b so far today. Halliburton Co. (HAL) and McMoRan Exploration Co. (MMR) both put up weak numbers.