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 Reasons the Bulls Are Back This March

With all the talk about debt, deficits and value destruction in the news lately, I figured you could stand to hear something positive for a change. So with thanks to the analysts at ISI Group in New York, here are some strengths in the U.S. and global economy to put into your mix of thoughts:

Sector Review – New 2010 Targets for REITs (EQR, SPG, BXP, SNH, NLY)

Any investment that has "real estate" as part of its title is a risky proposition right now. However, among Real Estate Investment trusts (or REITs), there are still some nice opportunities right now if you know where to look. These companies tend to yeild very high dividends, and some have very good upside potential even amid a tough housing market.

Put Options – How to Get Around the SEC’s New Short-Selling Restrictions

The SEC voted to impose new restrictions on short selling, but there's a perfectly legal way to get around it.

Buffett Has No Easy Answers for Unemployment

If Warrenn Buffett's annual shareholder letter was meant as a "freshman orientation" for new shareholders, then his latest commentary in interviews appears to be a 400-level economics class on the complicated nature of our current jobless recovery.

Time to Get Serious on Sirius (SIRI) Stock Valuation?

Satellite radio kingpin Sirius XM Radio (SIRI) finally broke back through the $1/share barrier a couple of weeks ago after nearly 18 months in penny stock territory. But the euphoria didn't last too long, as the stock opened below $1 this morning and has been struggling to get back to the heady levels of last week.

Sector Review – New 2010 Targets for Internet Stocks (AMZN, BIDU, EBAY, GOOG, YHOO)

Covered here are Internet stocks AMZN, BIDU, EBAY, GOOG and YHOO with analysis on where these Internet stocks are valued in relation to each other and which offer the most upside versus current 2010 targets.

Market Share Will Drive U.S. Car Sales This Year (TM, HMC, F)

Market share will drive car sales in the U.S. this year, and profits will have to wait at least until 2011, which isn't good news for General Motors or Chrysler or, for that matter, Ford.

Biting Into Tech Stocks in the PC Food Chain (INTC, AMD, ARMH, QCOM, NVDA, MSFT, RHT)

Sticking to the big PC makers alone isn't the only way to fill your portfolio's plate with winners. In fact, the tastier picks in this space are actually down the PC food chain.

Is Google Being Evil?

The European Commission (EC) will investigate Google (GOOG) over complaints from three European companies regarding Google's page ranking on search results.

Housing News Getting Worse (PNC, RF, FITB, BZH, KBH)

The only good news about the most recent housing news and outlook for mortgages and homebuilders is that it could be worse.

Wall Street Profits and Bonuses in the Sights Again

If the U.S. passes legislation capping Wall Street bonuses, does the country run the risk of losing its status as the financial capital of the world?

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.