Against the Grain

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• Greece Bailout Seems Likely, but Why Are Markets Rallying?

  By Conrad de Aenlle | Feb 9, 2010 | 0 comments

  Stocks and the euro soared after European Union officials dropped their strongest hint yet that a bailout of Greece was in the works. But how is yet another free pass for a profligate European country good for the markets?

• Toyota Stock Should Recover as Company Deals Swiftly With Safety Issues

  By Conrad de Aenlle | Feb 4, 2010 | 0 comments

  Toyota’s stock has plummeted amid the recall of 5 million cars with potential flaws related to their gas pedals. The company’s alacrity and openness in addressing the problem should set the stage for a swift comeback in sales and the share price.

• Correction Shows Bets on Growth Being Unwound as 2009 Winners Sell Off

  By Conrad de Aenlle | Feb 1, 2010 | 1 comment

  The stocks that are down the most since the market’s recent peak are the ones that were up the most last year. That suggests that investors are cashing in some of their bets on recovery and that the correction has further to go.

• Apple Stock Takes a Wild Ride After iPad Unveiling

  By Conrad de Aenlle | Jan 28, 2010 | 11 comments

  The rise and fall of Apple’s stock since it unveiled the iPad, a hybrid iPhone and netbook computer, shows the best and worst aspects of investing in Apple, all in less than 24 hours.

• Mystery of the Missing Buyers, Part 2

  By Conrad de Aenlle | Jan 26, 2010 | 0 comments

  Stock market bulls have pointed to data showing a lack of conviction among fund buyers to make their case that the rally will continue. A closer look at the numbers indicates that investors are not all that skeptical and are actually beginning to embrace risk again.

• Mystery of the Missing Buyers: Maybe It’s the Feds

  By Conrad de Aenlle | Jan 21, 2010 | 0 comments

  TrimTabs Investment Research speculates that the government has been spending $60 billion a month or more to buy stock index futures. That would be enough, the firm says, to account for the $6 trillion in value by which the stock market has expanded during the rally since last March.

• All’s Quiet in the Stock Market, Maybe Too Quiet

  By Conrad de Aenlle | Jan 14, 2010 | 2 comments

  The last few months have been one of the calmest periods ever for the stock market. That may foster complacency among investors and ensure that the calm is followed by a violent storm.

• Pay TV: You Can Do Without It and Without the Stocks Too

  By Conrad de Aenlle | Jan 7, 2010 | 1 comment

  Stocks of companies in the pay TV industry, like DirecTV and Time Warner Cable, have soared in the last few months, but with so many free viewing alternatives, they may be vulnerable to a pullback.

• Top Gold Investor Makes Great, if Unintentional, Case Against the Metal

  By Conrad de Aenlle | Dec 29, 2009 | 0 comments

  A new report by John Hathaway, manager of the Tocqueville Gold Fund, seeks to debunk the idea that gold, priced above $1,100 an ounce, has entered bubble territory. He makes a game try of it, but despite his best efforts he seems to offer more support to gold bears than bulls.

• Oil Majors Still Offer Good Value, Fund Manager Says

  By Conrad de Aenlle | Dec 23, 2009 | 0 comments

  Crude oil is near its highest price of the year, yet oil stocks have been so-so performers and their valuations are about half of the level of the broad market. That leads one fund manager to recommend buying some of the energy super-majors.

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