Hot Stocks

Hot stocks are not about hype. They emerge when powerful themes, policy shifts, and capital flows converge. InvestorPlace analysts track fast-moving market narratives, especially in technology, AI, and infrastructure, to identify stocks drawing outsized attention and explain what is really driving those moves.

3 China Stocks Making Investors a Tidy Sum (PUDA, TRIT, RINO)

China now leads the world in the green energy market, recently overtaking the U.S. for the first time. In fact, the money China invested in clean energy reached $34.6 billion in 2009, a sum dwarfing the $18.6 billion invested by the U.S., and far surpassing any other major economy in the world. Looking forward, I expect China will keep its solid lead as the country continues to spend 34% of its massive $586 billion stimulus package on green projects.

China and the U.S. Ease Currency Tensions

Treasury Secretary Timothy Geithner is in China this week, and over the next several days he'll be meeting with Chinese government officials on a host of matters concerning the two nations. At the top of the agenda for these meetings will no doubt be the currency issue. By all accounts, tensions over this issue have definitely eased in front of the Geithner visit. Last Thursday evening there were reports that President Obama and Chinese President Hu Jintao spoke via telephone for over an hour while Air Force One sat on the tarmac at Andrews Air Force Base, and you can bet that this conversation included a preliminary addressing of the currency issue.

Retail Sales Rising (TGT, WMT, COST)

We're getting a positive blizzard of retailers reporting March sales today. Without exception, sales are up, and in some cases, way up. Target Corp. (TGT) and Costco Wholesale (COST) lead the way. Target is reporting same-store sales are up 10.3% in March compared with March 2009 sales. Apparel sales were particularly strong, and the company's chairman/CEO/president said Target expects to beat analysts' quarterly EPS estimates of $0.74 "by 10 cents or more."

A High-Powered China Energy Play

China Integrated Energy (CBEH) is one of the best managed private energy companies in China and a pure play on China's fast growing gasoline demand.

Top 6 Stocks for April

There's a good chance we'll see a mild correction in early April, but the bull market is intact, so investors should focus on the following stocks to commit cash.

Sundown for Solar Stocks LDK, FSLR, ESLR, SPWRA, STP, TSL, KWT?

On Tuesday, one of the solar sector's brightest companies failed to shine. China-based LDK Solar (LDK) reported a narrowed loss in its fourth quarter . A negative call by Barclays Capital back in February helped send shares of the highest profile stocks in the sector reeling, including Evergreen Solar (ESLR), First Solar (FSLR), SunPower Corp. (SPWRA), Suntech Power Holdings (STP) and Trina Solar (TSL).

5 Stocks that Prove the China Boom is Alive and Well (CAAS, CTRP, NIV, PUDA, SPU)

As an investor in Chinese stocks, I'm constantly bombarded by musings of the country's coming economic bust. Anti-China pundits like to cite the froth in China's housing market, the high vacancy rate in some of the country's newest cities and the recent moves by China's central bank to increase reserve requirements as evidence that the country is on the brink of big economic trouble. I disagree. Stocks like CAAS, CTRP, NIV, PUDA, and SPU show China's strength.

Is the VNM Vietnam ETF a Good Buy?

Recently, one of the countries I've been asked about the most is Vietnam. And I'm not surprised, last year the economy was still able to grow by more than 5%, even despite the global economic slowdown. And looking forward, Vietnam is expected to post higher than 8% growth in 2010 and near 8% growth in 2011. That has a lot of investors wondering about the Market Vectors Vietnam ETF (VNM).

7 Stocks to Buy Before China’s Travel Boom (CEA, ZNH, CTFO, CTRP, HMIN, PCLN, UTA)

A top exec at the United Nations World Tourism Organization recently said China will surpass France as the largest tourist destination by 2015, if not sooner. That means big profits for top China travel stocks China Eastern Airlines (CEA), China Southern Airlines (ZNH), China TransInfo Technology (CTFO), Ctrip.com (CTRP), Home Inns and Hotels (HMIN), Priceline.com (PCLN) and Universal Travel Group (UTA).

5 Cash Cows That Should Add Dividends Like Starbucks (AAPL, AMZN, CSCO, GOOG, EBAY)

Today's announcement by coffee-giant Starbucks (SBUX) that it would pay its first dividend should be taken as a shot of double espresso heard around the world by other cash-flush companies like Apple (AAPL), Amazon.com (AMZN), Cisco (CSCO), Google (GOOG) and eBay (EBAY) still hesitant to pour out dividends.

Pharmacy Stocks Helped by Healthcare Reform (CVS, ESRX, RAD, MHS, WAG, WMT)

President Obama signed the health care reform bill into law Tuesday, and despite the huffing and puffing of Republicans, there's not much that can be done to change things. The legislation gives 32 million currently uninsured Americans access to medical procedures and prescription drugs -- making them prospective customers of leading prescription providers like CVS Caremark (CVS), Express Scripts (ESRX), Rite Aid (RAD), Medco Health Solutions (MHS), Walgreens (WAG) and Wal-Mart (WMT).

ETF Now Lets China Buy the S&P 500

There was a time when the buzz around Wall Street was the creation of new ETFs that allowed U.S. investors to easily participate in the booming emerging markets. Well, in an sign of just how far the tables have turned, the buzz now on Wall Street is all about a new China-based ETF that allows Chinese investors to buy the S&P 500.

Dividend Tax Part of Paying for Healthcare

The drama is finally over, and the votes have been cast on health care reform. Now Americans can really get a sense of what this legislation actually means for them. If you are one of society's top achievers or a dividend stock investor, chances are you feel this legislation represents a most unhealthy tax .

Stock Picks – Teva Pharmaceutical-TEVA

Last week's breakaway gap on huge volume suggests that Teva Pharmaceutical (TEVA) could be at the start of another major move higher.

7 Low-Risk, High-Dividend Stocks

The market has surged 70% since its lows a year ago, but for many investors that doesn't mean its time to breathe easy. Securing your retirement fund or providing a steady stream of income via dividends involves a long-term strategy and a conservative approach that makes sure you protect what you've won back in the last year and maximize your performance looking forward. Top stocks include DE, ETP, GD, KMP, NOC, WR, UTX.

YUII Woes Show Growing Pains of China Stocks

Many fortunes have been made by investors willing to buy Chinese companies whose stocks are listed on U.S. exchanges. But investing in emerging markets and in China is not without its growing pains. Case in point is the recent dust up in the shares of Chinese poultry industry firm Yuhe International (YUII).

Three Top Emerging Market Pharma Stocks

A recent IMS Health study predicts that by next year, drug sales in China will surpass prescriptions in France and Germany -- while Brazil will be buying more medications than the U.K. That means drugmakers in emerging markets are on the verge of a tremendous explosion in sales and profits much like the U.S. pharmaceutical industry saw at the end of the 20th century.

Shares of Chinese Insurance Broker CNinsure in the Sweet Spot

This Chinese insurance broker is profiting from the flood of surplus cash in China, and shares of this top China stock will likely continue to surge.

Toyota Makes an Offer It Hopes Customers Can’t Refuse

The prospects for Toyota Motors (TM) may not be quite as bleak as they were at the beginning of March. The company expects sales to grow in March, following a decline of 8.7% in February and 16% in January.