With European economies slumping anew, investors have been figuring out ways to trim their exposure to that region. Business conditions are weak and could spiral even lower in coming quarters before an eventual rebound. That’s why I wrote this article, which says that you should revaluate holding… Read More

I don’t need to tell you that’s it tough out there. A pervasive sense of gloom continues to dog many U.S. consumers, most of whom still anticipate more tough times to come, according to consumer confidence surveys. Some recent troublesome economic reports, led by a sharp drop in… Read More

Working for StreetAuthority, I do a lot of different things. In the course of a day, I may be writing an article… editing a newsletter… discussing potential picks with our staff… researching the next investing hotspot… even going over article ideas with Bob Bogda, our managing editor. Read More

Earnings season is off to a generally solid start, though tucked into the broad group of estimate-beating companies are more than a few cautionary notes: A range of companies — many of which have exposure to Europe or China — are speaking of tougher times ahead. Read More

Just as a rising tide can lift all boats, a falling tide can also sink them. As I’ve been writing for the past few months, investors should be thinking about opportunities for profit-taking after the market made a virtually uninterrupted upward… Read More

The market is on the move. An April 2 article in The Wall Street Journal noted that “the eurozone has stepped back from the brink of collapse, the U.S. economy is showing continued signs of life,… Read More

Here’s an old Wall Street saying that investors should “Sell in May and go away.” While there’s no identifiable rationale to explain why that should be good advice, there is an element of empirical truth. A study by Plexus Asset management shows that… Read More

If you’re like a lot of investors, then you might be getting prepped to “sell in May and go away,” shedding stocks in anticipation of the historical market-wide weakness that kicks in during the middle of the year. And the math supports this assumption. Every month from May through September… Read More

Investors are often faced with a clear conundrum — what to do with a stock that holds great long-term promise and stumbling near-term execution. That question has been vexing me ever since I added shares of Cree Inc. (Nasdaq: CREE) to my $100,000 Real-Money Portfolio in early January and… Read More

When it comes to stock-picking, it’s not always about finding the best company in an industry. It’s about finding the best stock in that industry. I was reminded of that axiom after poring over first-quarter results from Wells Fargo (NYSE: WFC), JP Morgan (NYSE: JPM) and Citigroup… Read More