Equities

Displaying 2734 results
INVESTING EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

Calamos Investments' new closed-end fund tries to limit discount to NAV issue
INVESTING EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

INVESTING EQUITIES MAR 31, 2015
The long/short case for investors

Balancing equity risk with capturing decent returns is always difficult and these strategies could help, especially today with liquid alternatives.

Do-it-yourself bond traders are changing Wall Street
INVESTING EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

INVESTING EQUITIES MAR 30, 2015
March a 'dynamite' period for stocks like Buffalo Wild Wings

Annual college basketball tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.

The latest CFA test scores send 56% back to square one
INVESTING EQUITIES MAR 29, 2015
The latest CFA test scores send 56% back to square one

On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

Rising interest rates to test REIT strength even as investors seek diversification
INVESTING EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

Stocks end worst week since January as advance stalls
INVESTING EQUITIES MAR 26, 2015
Stocks end worst week since January as advance stalls

Stocks capped the worst week since January, with the S&amp;P 500 clinging to a ninth straight quarterly advance amid a run of futility not seen in 20 years and the Nasdaq reverses after stalling 10 points shy of its dotcom peak.

Stocks are looking more wobbly by the day
INVESTING EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

Rising rates no cause for alarm: Nuveen's Bob Doll
INVESTING EQUITIES MAR 24, 2015
Rising rates no cause for alarm: Nuveen's Bob Doll

Fidelity's te Wildt says Fed will hike slowly, warns advisers on unconstrained bond funds.

HSBC says the dollar's powerful days are numbered
INVESTING EQUITIES MAR 23, 2015
HSBC says the dollar's powerful days are numbered

<i>Breakfast with Benjamin</i>: HSBC thinks the strong dollar is poised to run out of steam, though it might just be wishful thinking.

Where to invest during the run-up to the presidential election
INVESTING EQUITIES MAR 22, 2015
Where to invest during the run-up to the presidential election

<i>Breakfast with Benjamin</i>: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.

The looming threat of an increasingly powerful dollar
INVESTING EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates
INVESTING EQUITIES MAR 20, 2015
DoubleLine's Jeffery Gundlach says 'blockhead' Fed should postpone raising rates

$44.6 billion DoubleLine Total Return Fund manager says central bank should hold off on raising rates; gives a nod toward gold, India equities and shorting the dollar.

Merrill Lynch tells its advisers to get some water
INVESTING EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

INVESTING EQUITIES MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

Index-investing purists ignoring mounting downside risks
INVESTING EQUITIES MAR 16, 2015
Index-investing purists ignoring mounting downside risks

Six years into a bull run that has seen the S&amp;P 500 more than triple, it's time to recognize the potential benefits of active management over indexing.

Being smart about smart beta
INVESTING RIAS MAR 12, 2015
Being smart about smart beta

<i>Breakfast with Benjamin</i>: Smart beta is here to stay, so you might as well try and figure out what the heck it is.

At 85, Vanguard's John Bogle still fighting hard for index investing
INVESTING EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

Small cap stocks go large on dividend payouts
INVESTING EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.