Asset Allocation
At Long Last, Dividends and Buybacks Are Starting to Pick Up
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.
Tag: tech stocks
Risk
Here’s Morgan Stanley’s Method of Girding for a Rocky Market
The firm’s Mike Wilson urges the use of a ‘barbell strategy’ to cushion the blow from a downturn—or higher rates.
Market Moves
Giant Tech Stocks Primed for Another Slide, Says Sage
Last Friday's strong jobs report signals the rise of lesser lights in the market, Leuthold’s Jim Paulsen predicts.
Asset Allocation
Is an Equal-Weighted Stock Index Better Than a Tech-Heavy One?
Nope, says Northern Trust’s asset management unit. But they both have big drawbacks.
Asset Allocation
Big Tech Is Too Expensive? Don’t Believe It, Says Cooperman
The billionaire investor thinks high P/Es now offer a better deal than in the future, when they’ll rise more.
Market Moves
Welcome Big Tech Back to the Head of the Class
Amazon, Microsoft, and the gang are posting better returns and will keep on rising, says Barclays.
Asset Allocation
Greater Breadth Will Pull Stocks Out of Sideways Pattern, Stovall Says
As the tech stars dim, other sectors are charging upward, thus triggering the next breakout, CFRA sage declares.
Research
About That Tech Slowdown: The Big Digital Tomorrow Will Restore Its Place
Legacy stocks are leaders now, but 5G and other digital revolutions promise to return the disregarded innovators of yore to the fore again, Citi says.
Market Moves
A New Tech Bubble Is Poised to Pop, Warns Bernstein
Profitless companies with soaring stocks, like Pinterest and Snap, are flirting with trouble, the firm’s analysts say.
Risk
Valuations for Tech Make ‘Less and Less Sense,’ Says Dan Parker
Long large-cap technology stocks are a consensus trade, which is a problem for several reasons, according to the investor.
How the Stock Market’s Tech Leaders Will Be Ousted
Hey, Facebook, Apple, Amazon, and their ilk can’t count on eternal dominance.
Market Moves
Goldman’s 10 Reasons That the Bull Market Will Resume
An array of forces will juice stocks anew and the early-September drop is just a correction, the firm argues.