Archive

Intel's Long-Awaited Turnaround Could Be Coming

We're still not convinced yet... but we might finally be seeing some signs of life...

• INTC

Everyone Knows PE Is Past Its Prime

Investors are starting to question the numbers – and PE's outlook in general...

• APO

Great News From a Possible Fed Power Shift

This would restore confidence in a sector that has lagged the market for more than a year...

A New Destination for Buffett's $300 Billion

These large U.S. companies have durable competitive advantages...

• BRK-B

This 'Talent Exodus' May Not Be a Crisis

While departures can sting, large professional-services firms are built to survive them...

• FCN

Medicare Scrutiny Could Put Pressure on UnitedHealth

For UnitedHealth, this liability is becoming harder to ignore...

• UNH

China's Short-Term Rally Isn't Enough

The recent rally looks more like a "dead cat bounce" than anything sustainable...

Investors Don't Trust the Egg Shortage

To put it simply, there's no reason eggs should be this expensive...

• CALM

Coca-Cola's Big Bet on Milk Isn't Enough

Despite serious headwinds, the market doesn't seem fazed.

• KO

The Best Bank Penalty of the Year

This may be the best possible outcome from an otherwise painful move by regulators...

• SCHW
• TD