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Posted
Oct 02 2009, 11:57 AM
by
Jim Jubak
Rating:
Money Blog: Top Stocks Blog - MSN Money
 Is the stock market entering a more defensive phase with "safe" sectors such as consumer goods set to outperform for a while?
Looks like it to me, given the recent data on which sectors have turned hot and which are cooling off. (See my October 1 post for some of that data.)
And I got more confirmation from the big pop that shares of "safe" PepsiCo (PEP) got this morning after a an upgrade from Deutsche Bank. The upgrade wasn't huge -- the bank raised its 12-month target price to $70 from $66 -- but the stock was up $2.47 a share, or 4.2%, Friday afternoon on what isn't particularly striking news. To me, that shows that there are a lot of investors out there who, right now, want to lower their risk, but stay in stocks.
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Posted
Jun 15 2009, 04:57 PM
by
Kelley Wright
Rating:
Money Blog: Top Stocks Blog - MSN Money
Investor sentiment can be visualized as an emotional roller coaster with highs and lows that gives new meaning to the term bi-polar. At the March lows sentiment was black bearish; all news was bad news. Almost on cue, the market reversed and began the first meaningful retracement of the declines from the October, 2007 highs, with green shoots and other assorted flora and fauna nonetheless! Hallelujah, happy days are here again!
As few current market participants were around for the last real bear market from 1966 through 1974, they can be forgiven for not knowing that all trends, be they bull or bear, move in waves. No market trend goes straight up or straight down from beginning to its ultimate conclusion. Both markets and participants need a time of pause to collect their breath, digest the preceding action and gather energy for the next phase of the primary trend.
The typical pattern in a bear market is three down legs interspersed with two very profitable retracements. In the case of this bear market the logical places for a retracement were sliced through like a hot knife through butter, in effect completing two down legs in one fell swoop (if 18 months of declines can be characterized as such).
With so much damage done to the market averages and investors psyches, it’s understandable that investors are hesitant to take long-term positions when quick profits have been readily available. While this approach works well in a bear market rally, it isn’t a long-term strategy with legs.
Shelby Davis (the founder of the Davis family of funds) has been credited with saying that “most of the big money is made by buying in a bear market; you just don’t realize it at the time.” That makes a lot of sense to us, which is why we put together a list of ten stocks we feel will outperform the market over the next five years in each issue of Investment Quality Trends.
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Posted
Jul 14 2008, 01:28 PM
by
Anthony Mirhaydari
Rating:
Money Blog: Top Stocks Blog - MSN Money
Soft-drink companies are bracing for a slowdown in what has been a surefire moneymaker: Selling filtered tap water, straight up or with flavor and nutrients as "enhanced water" beverages. But the companies still offer opportunity for investors.
Not only are people shying away from water costing the equivalent of $12 a gallon when gasoline is over $4 a gallon, but environmental sensitivity to those ugly, non-biodegradable plastic bottles is on the rise as well.
A recent survey by venerable Morgan Stanley beverage analyst William Pecoriello found 16% of consumers are reducing bottled water consumption due to environmental concerns. This is up from just 5% last year. Of these, 34% are reusing their plastic water bottles more often while 23% are just going with tap water instead.
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Posted
Jun 27 2008, 07:37 AM
by
Anthony Mirhaydari
Rating:
Money Blog: Top Stocks Blog - MSN Money
Since InBev launched its audacious $46 billion offer for Budweiser brewer Anheuser-Busch, investors, analysts, and proud American beer drinkers have all been awaiting word from the executive suite in St. Louis: What's it going to be, yay or nay to the Brazilian-led but Belgian-owned predator?
Yesterday, in a scathing rebuke, CEO August Busch IV didn’t just say no but made an impassioned call to arms. He called the unsolicited offer "financially inadequate" and not in the best interests of shareholders. He touted management's efforts to boost shareholder value through its Blue Ocean cost-reduction program. He stressed the brewer's global footprint. He flaunted Anheuser's renowned brand-building abilities and the power of the Budweiser and Bud Light brands. He even made it personal and told InBev CEO Carlos Brito to take his money and his big dreams elsewhere.
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Posted
Jun 16 2008, 10:18 AM
by
Anthony Mirhaydari
Rating:
Money Blog: Top Stocks Blog - MSN Money
As you've no doubt heard by now, Anheuser-Busch, the business behind one of America's most iconic brands, is being pursued by foreigners. Late last week, Belgian-based brewer InBev launched an unsolicited all-cash buyout offer worth some $46 billion. Not surprisingly, given a dour U.S. populace, the deal is already generating serious backlash on rumors of job cuts and brewery closings. Jokes that the famous Clydesdales could be sent to a glue factory to help pay down post-merger debt aren't helping either.
Although the deal can't be classified as a matter of national security, as was the case with high-profile acquisition attempts by Dubai Ports World and CNOOC, I have a feeling this one will strike a chord with the average guy on the street. In the words of the Economist, "Could anything symbolize America's loss of economic supremacy more clearly than for its favorite beer to fall into foreign hands?" Politicians are drooling
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Posted
Jun 23 2008, 06:59 AM
by
Anthony Mirhaydari
Rating:
Money Blog: Top Stocks Blog - MSN Money
InBev's $46 billion cash offer for Anheuser-Busch is turning into a global economic nightmare for those proud of their Great American Lager. It's bad enough that a Belgian brewer run by a bunch of Brazilians is trying to buyout the last of the great U.S. beer makers -- this after Miller was made South African in 2002 and Coors became part-Canadian in 2004.
But now, fate has it that the best hope for keeping Anheuser free from the clutches of foreigners rests with the Fernandez family, controllers of Grupo Modelo, the Mexican brewery famous for Corona.
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Posted
Jan 28 2009, 07:10 AM
by
Minyanville
Rating:
Money Blog: Top Stocks Blog - MSN Money
Now may be the time to quit smoking. And drinking. Gambling, too.
As a way to shore up their decimated budgets, many state governments are playing vice cop, hiking "sin taxes" on the traditional American pastimes listed above. Sin taxes are nothing new -- consider Prohibition as the ultimate example -- but there's another round of them on the way.
A unique dynamic is at play: People turn to their vices for comfort during dire economic times -- and yet, in such times, states balance their budgets on the backs of smokers and drinkers (which is a considerable portion of this country).
And states are not the only ones getting in on the act.
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Posted
Sep 12 2008, 08:34 AM
by
admin
Rating:
Money Blog: Top Stocks Blog - MSN Money
This post is by MSN Money columnist Michael Brush:
Russian investors may be reaching for vodka more often these days as their stock market gets hammered. It has fallen 40% since May.
But that’s not the reason to consider buying shares of a leading vodka producer in the country called Central European Distribution. The company appears to have plenty of growth ahead, but it has sold off to $55 from above $75 last May in the weakness that has pummeled so many Russian stocks.
That makes it looks like a bargain:
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Posted
Sep 15 2008, 11:55 AM
by
Kim Peterson
Rating:
Money Blog: Top Stocks Blog - MSN Money
Looks like Amazon is close to selling wine online. This has been in the works for a while (we wrote about the company's plans in March). Now, a wine trade group says the company could begin wine sales as early as the end of September. This won't be huge for Amazon, but the company could gain a devoted following of wine lovers.
The trade group, Napa Valley Vintners, is so excited about the possibilities that it's holding workshops to teach members how to sell wine through Amazon. Shares of the company are down less than 1% Monday to $78.02.
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Posted
May 05 2009, 03:24 PM
by
Andrew Horowitz
Rating:
Money Blog: Top Stocks Blog - MSN Money
 The recession appears to be coming to a close, but many investors still seem depressed about the losses in their portfolios. Some look to Fortune Brands’ (FO) Jim Beam for comfort, and those left with cash in their pockets go for an upscale Diageo (DEO), Johnny Walker cocktail. We, however, have sought solace in the inexpensive, quick and easy fast food joints.
Americans have long looked at food for comfort, and with the prices of commodities far from their highs -- especially beef and grains -- we see Burger King and McDonald’s as viable long term plays for the future. Let’s see how they stack up against each other.
McDonald’s (MCD) has once been in the same position that Burger King (BKC) is currently experiencing in regard to stock price.
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