Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Three Lessons from the Market Meltdown
By Ben WarwickFrom its beginning in the overheated Asian markets to the dramatic drop in the Dow, Tuesday's plunge in stock prices came as a surprise to many traders. Although unusual -- there have been only 29 trading days since 1950 that have resulted in such large percentage losses for the S&P...
February 01, 2007
Defining StyleAn investment style is the way a manager goes about analyzing, buying, and selling stocks. Elements are the specific aspects of the stock and/or company...
February 01, 2007
Small Caps On Top AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh...
February 01, 2007
Taking Clients Beyond Stocks and BondsPressure on the U.S. dollar has been considerable. Late last year, the greenback touched 14-year lows versus the British pound, sparking worries that the worst...
January 24, 2007
The Ins and Outs of HOLDRsMerrill Lynch's HOLDRs are grantor trusts that resemble ETFs, but aren't registered or managed the same. Instead of charging an annual expense ratio, HOLDRs charge a small custody fee that varies depe
January 23, 2007
How Lord Abbett's Ezrati Views '07 ProfitsWith the stock market up impressively during the past few months, many investors have raised questions about valuation--whether the fundamentals can indeed support any further rise in equity prices. Th
January 04, 2007
In '06, Small Cap Outperformed Large-Cap AgainThe small-cap Russell 2000 Index made a comeback in 2006 with a gain of 18.4%, outperforming the large-cap Russell 1000 Index (15.5%) for the seventh year in the past eight years. "The Russell 1000 and Russell 2000 each outperformed the other for six separate months through the year, but in...
January 02, 2007
What if the Bond Guys Are Right?Signs abound that 2007 will be good for equity investors. We're coming into the third year of a presidential cycle, which is historically the best...