Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Defining Style
By Staff WriterAn 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...
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...
January 01, 2007
Hunting Social, Other DividendsNew exchange-traded funds (ETFs) with specialized strategies have been the rage on Wall Street -- and the rage continues. Targeting income-oriented investors, Vanguard has just introduced...
December 01, 2006
'DWS Scudder's Dr. Bob Outlines His Latest Bets(Phoenix) How does the chairman of DWS Scudder's Investor Strategy Committee feel about the market's short-term potential? Robert Froehlich, aka Dr. Bob, forecasts the market...
December 01, 2006
Behind the Numbers, with Mark Keller"We think the data show that stocks' long-term performance is superior to that of the other asset classes, hence, we tend to weigh stocks more...