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.

Maguire Properties (MPG) and Glimcher Realty (GRT): REITs That Indicate Change

Two REITs worth note right now are Maguire Properties (MPG) and Glimcher Realty (GRT). During my nightly analysis of the markets, I often focus closely on stocks making new highs and new lows. The reason: Stocks that are reaching extremes are often emblematic of changes that are taking place well below the surface of the broad market, and I highlight them to bring these issues to subscribers' attention.

March ADP Payroll Report Not So Rosy

The March report from Automatic Data Processing Inc. (ADP) shows that private employers in the U.S. cut 23,000 jobs in the month of March. In February, ADP reported 24,000 job losses. In December 2009, private employers eliminated 84,000 jobs. So things are getting worse more slowly, or improving somewhate, depending on your point of view.

Citigroup (C) Getting Its Balance Sheet in Order

Among the first steps that Sandy Weill took as he began building Citigroup, Inc. (C) was the purchase of insurance company Primerica. Tonight, the financial services giant will price an 18-million share spin-off of Primerica, expected to be in the range of $12-$14/share. The spin-off is expected to generate about $250 million for Citi, with another 2.7 million shares available if demand is strong.

Compass Minerals CMP – A Company Worth Its Salt

If you've spent your life as an investor looking for a company that's worth its salt, then you need to take a look at Compass Minerals (CMP), the nation's largest miner of sodium chloride and one of the best stocks to buy for the past five years.

More Reasons the Bulls are Back

News on the economy continues to support the bulls' case. Here are some data points assembled by analysts at ISI Group this week:

Android Takes Spotlight Away from iPhone

Google (GOOG) and its Android operating system are now the next big thing for smart phones, taking the spotlight from Apple Inc. (AAPL) and its iconic iPhone. And with these two smart phones as the leaders, future demand for Research in Motion (RIMM) BlackBerry devices is drying up.

How Good is the News on Housing Prices?

The S&P Case Shiller index of housing prices rose 0.3% in January on a seasonally adjusted basis. On an unadjusted basis, which does not include data on foreclosures, the index fell 0.4%. The decline in the unadjusted price is double analysts' expectations of a 0.2% decline.

Home Builders Weaker Than They Look (XHB, KBH, LEN, TOL)

Defying all logic, shares in some home builders jumped in 2009. The government incentives to home buyers and the low mortgage interest rates certainly contributed most to that rise. The SPDR Homebuilders ETF (XHB) gained 27.7% in 2009. But KB Home (KBH) reported a loss in the first quarter of 2010 nearly equal to its loss in the first quarter of 2009. Lennar Homes (LEN) reduced its year-over-year losses in the quarter by nearly 90%, putting a little glow back in the industry. Another builder with headaches is Toll Brothers Inc. (TOL).

Apple’s iPhone Coming to Verizon Wireless

Shares in Apple Inc. (AAPL) hit a new 52-week high this morning on a report from the Wall Street Journal that the company will introduce a CDMA-compatible version of the iPhone in late summer 2010. If the report pans out, the big winner will be Verizon Wireless, a joint venture between Verizon Communications (VZ) and Vodafone. The big loser will be AT&T (T).

Taco Bell and YUM Take Paneer and Potato Burritos to India

First, India goes wild over Domino's Pizza (DPZ). Now, Yum! Brands (YUM) is seeing runaway success in the region with its Taco Bell, KFC and Pizza Hut chains. It seems like fast food companies from McDonald's (MCD) to Burger King (BKC) to Wendy's/Arby's (WEN) are eating up emerging markets.

Five Dividend Stocks That Are a Lock to Boost Payouts (MO, T, CTL, MRK, VZ)

Dividends, especially reliable dividends, are crucial to many investors. And five dividend stocks that are the most likely to maintain or boost payouts in 2010 are Altria (MO), AT&T (T), CenturyTel (CTL), Merck (MRK) and Verizon (VZ).

China’s Largest Oil Refiner Doubles Profit as Oil Prices Rise

China Petroleum and Chemical Corp. (SNP), better known as Sinopec, reported its 2009 annual earnings this morning and the results are much better than a year ago. EPS more than doubled to $0.10 although revenues fell by nearly $200 billion compared with 2008.

AAPL Options – Use AAPL Options to Bet on Apple iPad Launch

With all the hype surrounding the upcoming iPad launch, will Apple (AAPL) sell off on the news? And how should you play it?

Will Internet Stocks Keep Pushing Higher? (AMZN, EBAY, EXPE, FDN, GOOG, JNPR, PCLN, YHOO)

Internet stocks are on fire. Furious buying over the past several trading sessions in many of the sector's biggest names, including Amazon.com (AMZN), Expedia (EXPE), Google (GOOG) and Priceline.com (PCLN), have pushed the Dow Jones Internet Composite index to new 52-week highs. The Internet index now is approaching its 2007 highs, a clear signal that the bellwether tech sub-sector has long forgotten the depths of despair it sunk to in 2008.

Movie Stocks Benefiting from the Box Office Boom

If you're a movie lover, you now paying more cash to see your favorite flicks. Effective last weekend, many theater operators will charge up to 26% more per ticket to see the latest film releases. The rate hike isn't just relegated to one theater operator or one major city. The ticket price increases will take effect in markets across the country in theatres owned by Cinemark Holdings (CNK), Regal Entertainment Group (RGC) and privately-held AMC Entertainment.

Heavy Demand Delays iPad

Depending on when a customer ordered a new iPad from Apple Computer Inc. (AAPL), that customer will be able to pick up her new iPad on April 3rd, as planned, or will have to wait until April 12th. It appears that Apple has changed the ship date in response to heavy demand for the new tablet.

Are Consumers Buying Home Furnishings Again?

A week ago Williams-Sonoma Inc. (WSM) reported strong fourth quarter 2009 earnings and the share price jumped more than $3. The stock hit a 52-week high the day after an analyst downgraded Williams-Sonoma shares from 'Buy' to 'Hold'. Bed Bath and Beyond Inc. (BBBY) will release fourth quarter earnings next week.

Wal-Mart and Warren Buffett Team Up on Green Toys

When it comes to "going green," the first thing that comes to mind probably isn't children's toys. But Wal-Mart Stores (WMT) and Warren Buffett's Berkshire Hathaway (BRK-B) want to change that. According to a recent report by Bloomberg News, sales of green toys may balloon to $1 billion, which represents about 5% of the total toy sales over the next five years.

Nintendo’s 3D DS Could Change Video Game Industry

In late March, video game icon Nintendo (NTDOY) let the world know of its plans for a 3D-capable portable gaming device. And despite all the hullabaloo over 3D technology in the flat screen TV market, this could very well be the first real connection between 3D entertainment and a viable consumer market.