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.

Sears (SHLD) – Earns Well, Improving Business Better

Sears (SHLD) did what it needed to in its effort to turn itself around and regain some credibility on Wall Street after a long string of disappointing numbers.

Do-It-Yourself Retailers Home Depot, Lowe’s Beat Earnings (HD, LOW)

Over the past two days, Home Depot (HD) and Lowe's (LOW) each posted better-than-expected Q4 earnings and offered the Street positive outlooks going forward.

9 Retail Stocks to Watch This Week (LOW, HD, JWN, M, SHLD, TGT, TJX, SKS, KSS)

There are plenty of key retail earnings coming this week including reports from Nordstrom (JWN), Macy's (M), Sears (SHLD), Target (TGT) and Saks (SKS). Here's what you need to know.

Price of Oil Rising Again

The price of crude is at its highest point since mid-January, but there's no reason to expect prices to do more than test the $80 per barrel barrier.

Earnings Estimates – Why Wall Street Has a Bullish Skew

In Wall Street's insatiable quest to make the market go up, they are willing to lie to individual investors. Find out how they've been pulling one over on you.

More M&A Activity Among Oilfield Service Companies (SLB, SII)

Oilfield service companies Schlumberger (SLB) and Smith International (SII) are expected to announce a $9 billion merger. The deal, if it happens, would be the second major consolidation among oilfield service companies in six months.

Sector Review – 2010 Targets for Department Store Retailers (KSS, M, JWN, SKS)

Covered here are department store retail stocks KSS, M, JWN and SKS, with analysis on where these stocks are valued in relation to each other and which offer the most upside versus current 2010 targets.

IMF Puts Gold Bullion on the Block

The IMF's decision to sell its remaining gold reserves on the open market has many wondering what impact it will have on the long-term spot price of gold.

Is Toyota the New Yugo? (TM, F, HMC)

Toyota (TM) can still stop the bleeding, but it won't be cheap, and it will affect the company's stock price for a fairly long time.

Sector Review – New 2010 Targets for Conglomerates (GE, UTX, MMM, HON, BRK-B)

Covered here are GE, UTX, MMM, HON and BRK-B, with analysis on where these conglomerates are valued in relation to each other and which stocks offer the most upside versus current 2010 targets.

Can Dell Follow H-P’s Lead? (HPQ, INTC, DELL, MSFT, IBM)

Intel earnings set expectations for both Hewlett-Packard (HPQ) and Dell (DELL) to beat estimates. HPQ earnings did just that, but Dell earnings are not likely to be as upbeat.

9 Market-Moving Stocks to Watch This Week (WFMI, DE, GENZ, AMAT, HPQ, LVS, WMT, DELL, FSLR)

There are several key market-moving earnings reports yet to come this week including Whole Foods, H-P, Las Vegas Sands, Wal-Mart and First Solar. Here's what you need to know.

Shares of Biotech Stock Cyclacel (CYCC) On the Move

Shares of biotech stock Cyclacel Pharmaceuticals (CYCC) are up nearly 13% this morning after a report that its seliciclib drug may potentially treat breast cancer cells resistant to hormone therapy.

Corporate Earnings – How China Will Bring Down the U.S. Market

Several of the bigger blue-chip stocks owe their earnings outcome to China's rapidly increasing demand, but this can no longer be counted on to carry U.S. companies.

Walgreen Gets a Bigger Piece of Big Apple Pie (WAG, CVS, RAD)

Walgreen (WAG) announced Wednesday it will acquire New York drugstore chain Duane Reade. But what does this $1 billion deal mean for competitors CVS/Caremark (CVS) and Rite Aid Corp. (RAD)?

Merck Earnings Boost Drug Makers (MRK, PFE, GSK, NVS, JNJ)

Today's good news on Merck earnings is raising the share prices of most drug makers in the sector.

Berkshire Joins S&P 500, What’s Next? (BRK-B, BRK-A, BNI, V)

Now that Berkshire Hathaway has joined the S&P 500 Index, profit-taking is very likely in the coming days.

Restaurant Earnings Roundup (BJRI, BWLD, CMG, CAKE, PNRA)

It was a full table for restaurant earnings after the closing bell on Thursday, but the results mostly revealed a suppressed consumer appetite.

Are More Utility Mergers On the Way? Dividend Investors Hopeful (AYE, FE, BRK-B, BNI, CEG, CPN, EIX, POM, PGE, NST)

Will FirstEnergy Corp.'s (FE) $4.7 billion takeover of Allegheny Energy (AYE) create a wave of mergers in the utility sector? Dividend investors are hoping so.