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.

March Video Game Sales Predictably Stronger (SNE, NTDOY, ATVI, ERTS, TTWO)

March video game sales were up 6% over last year, breaking the steep declines in February and January after the holiday season. According to the NPD Group, video game sales hit $1.52 billion for the month. As expected, hardware sales declined even though prices of consoles like the Sony (SNE) PlayStation 3, Microsoft (MSFT) Xbox and Nintendo (NTDOY) Wii were marked down significantly from 2009. Activision Blizzard (ATVI) video game sales were strong.

Top 10 High Yield Dividend Stocks in the Dow

The 10 highest-yielding Dow dividend stocks include Coca-Cola (KO), Pfizer (PFE), Johnson & Johnson (JNJ), McDonald's (MCD), Chevron (CVX), Kraft (KFT), Merck (MRK), DuPont (DD), Verizon (VZ) and AT&T (T).

Apache Deal With Devon Adds Another Deepwater Stake

Buying and selling in the oil patch heated up this week, with about $10 billion changing hands in a flurry of mergers and acquisitions. Apache Corp. (APA) led things off, buying deepwater Gulf of Mexico assets from Devon Energy (DVN) for $1.05 billion.

JPM Report Highlights What Regulations Could Mean for Bank Earnings

JPMorgan Chase's (JPM) better-than-expected earnings showed just how important trading and investment banks are to the big bank's bottom line, and what government restrictions to proprietary trading might do to earnings.

Dendreon-DNDN Straddle Expensive Into FDA Decision fo Provenge

With an FDA decision on Dendreon's (DNDN) Provenge expected soon, if you want to trade a straddle, you're going to have to pay up.

Syngenta SYT Earnings Fall Short

Swiss-based agricultural chemicals maker Syngenta AG (SYT) reported first quarter 2010 revenues of $3.5 billion, just slightly lower than estimates of $3.574 billion. That's -3% at today's exchange rate, but -8% at a constant exchange rate to the first quarter of 2009.

4 Russia Stocks and 1 ETF to Buy for the Recovery

When you look at the headlines, there's not a lot to be rosy about in Russia right now. But the Market Vectors Russia ETF (RSX), Mechel (MTL), Wimm Bill Dann Foods (WBD) Vimpel Communications (VIP), and Mobile TeleSystems (MBT) are all good Russia stocks to buy.

More Fees Passed on to Options Traders?

The Securities and Exchange Commission (SEC) is set to vote on a proposal to cap fees for trading options.

Apple (AAPL) Needs More iPads

Due to surprisingly strong U.S. demand for the iPad, Apple (AAPL) was forced to postpone the device's international launch.

Mastercard MA Gets into Online Retail Business

As left-handed golfer Phil Mickelson donned his third green jacket Sunday at the Masters in Augusta, it shareholders of Callaway Golf (ELY) and Golfsmith International (GOLF) stock had trouble basking in the glow. That's because the golf club maker and retailer (both Mickelson sponsors) had crafted a nifty promotion called "If Phil Wins, You Win." The campaign meant anyone who purchased a Callaway Diablo Edge driver in March or April would get their money back if Mickelson won the master.

Citi Sheds Hedge Funds in Anticipation of ‘Volker Rule’

How the potential financial reform legislation will shake out is anybody's guess, but Citi isn't waiting around to see, and is selling off its hedge fund assets.

Is the VIX Signaling a Market Top?

The low VIX reading shows that investors are feeling very confident, but the short-term picture looks vulnerable.

Fast-Food Restaurant Stocks Watching Sonic (SONC) Servers on Skates

As left-handed golfer Phil Mickelson donned his third green jacket Sunday at the Masters in Augusta, it shareholders of Callaway Golf (ELY) and Golfsmith International (GOLF) stock had trouble basking in the glow. That's because the golf club maker and retailer (both Mickelson sponsors) had crafted a nifty promotion called "If Phil Wins, You Win." The campaign meant anyone who purchased a Callaway Diablo Edge driver in March or April would get their money back if Mickelson won the master.

Solar Stocks in Focus in Canada as German Interest Wanes

Earlier this week, the Canadian province of Ontario announced that it had chosen the companies to build $8 billion worth of renewable energy projects under the province's strengthened feed-in tariff program. The new renewable supply totals about 2,500 megawatts, and solar stock Canadian Solar, Inc. (CSIQ) won about 28% of the program total, 176 megawatts.

Crude Oil Price Update: OPEC Could Halt Demand Hikes

The International Energy Agency this morning announced that it was raising its projection of crude oil demand increases in 2010 by 30,000 b/d, to 1.7 million b/d. Total demand is now expected to reach 86.6 million b/d.

WMT Stock: 5 Reasons to Buy Walmart

Retail stock Walmart (WMT) is the quintessential capitalist success story. Founded by Sam Walton in 1962 as just a mom-and-pop retail store in a small Arkansas town, Walmart has managed to grow into the biggest retailer on the planet. As king of the retail sector, Walmart serves more than 200 million customers a week at more than 8,000 affiliated stores worldwide.

Taxes on Option Trades

Tax day is just around the corner. Do you know how to treat options on your tax return?

Earnings Returning to Pre-Crisis Levels

First quarter earnings season is finally upon us, as Alcoa (AA) kicked things off with a bang today. Over the next four weeks, 65% of the companies in the benchmark S&P 500 index will report results. Currently, the consensus estimates Q1 S&P 500 earnings per share of $17.07, representing a 39% increase over last year. According to Credit Suisse analysts, this forecast is consistent with the forecast of increased economic activity.

Tech Stock Earnings: 12 Must-See Previews (INTC, AMD, GOOG, LLTC, MXIM, FCS, IBM, AAPL, VMW, EMC, YHOO, MSFT)

The two largest and most obvious tech sector earnings reports to watch this week are Intel Corporation (INTC) and Google Inc. (GOOG). There are others to watch out for as well, with Advanced Micro Devices (AMD), Linear Technology (LLTC), and Fairchild Semiconductor (FCS) all on deck this week. It is too soon for putting together color beyond basic estimates on next week's major tech earnings, but next week's biggest technology earnings are IBM (IBM), Apple Inc. (AAPL), VMware (VMW), EMC Corp. (EMC), Yahoo! (YHOO) and Micrososft (MSFT).