Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
The Case for True Diversification--Searching for Alpha, October 2006
By Ben WarwickIt's been a long six years for investors in the Dow Jones Industrial Average. After a spectacular third quarter this year, the oldest index of U.S. stocks is now a breath away from the all-time high of 11,722.98 set on January 14, 2000.(Searching for Alpha, the monthly index newsletter for...
September 01, 2006
SOX Rocks the Market?It's been four years since the Sarbanes-Oxley Act (SOX) went into effect. Enacted partly in response to the Enron and WorldCom debacles, SOX is universally seen as the most sweeping legislation to affect public accounting since the 1933-34 securities acts. While its reach is enormous, the impact of this sweeping...
September 01, 2006
Behind the Numbers, with Richard BernsteinDuring a recent television appearance on Consuelo Mack Wealth Track, Merrill Lynch's chief investment strategiest had some comments both about the equity market and the...
September 01, 2006
Panning for GoldOver the last 25 years there have been three distinct cycles of outperformance by high Quality Ranking (QR) companies.The longest of the high-quality rallies lasted...
August 18, 2006
High-Quality Stocks Outperform in Second QuarterS&P report finds sharp reversal from first quarter
August 01, 2006
Dissecting the Value RallyMarket risk can show itself in some intriguing ways. Even though traders have been treated to an especially robust earnings season, growth stocks are being taken to the woodshed.
August 01, 2006
Upstart Firm Launches ETFsWisdomTree Investments entered the cutthroat ETF business with a bang on June 16, when the New York-based firm unveiled a family of 20 new exchange-traded...
July 05, 2006
Investing Where Risk Is Being RewardedThe second quarter was a tough period in the equity arena, as increased volatility made it difficult for all but the most steadfast investors to stick to their convictions.