Can the ‘magnificent seven’ stocks return to market dominance? Investors are dividedHedge funds hold record exposure to Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla and Meta, but the grouping has been underperforming of lateTue Sept 05 2023 - 04:30
A US listing might lift Glanbia shares Company already reports in dollars and the bulk of its sales come from the USMon Sept 04 2023 - 06:00
Nervy investors making ‘costly mistakes’ as behaviour gap widensAverage US investor earned 6% annual return over past decade compared to 7.7% for average fund, according to Morningstar reportSun Sept 03 2023 - 06:10
Increased competition and stale product lines leave Nike’s share price trailing the fieldStock has lost 45 per cent of its value since peaking at about $175 in late 2021Tue Aug 29 2023 - 07:00
Rumours of Google’s search engine demise have been greatly exaggeratedInvestors had worried Google’s search dominance was under threat from Microsoft-backed ChatGPTTue Aug 29 2023 - 06:30
As US election nears, expect more self-serving guff from Donald Trump on his positive impact on stock marketsElection debates little more than ‘point scoring, posturing, and slapstick politics’, and 2024 vote is too far off to excite much investor attentionMon Aug 28 2023 - 05:00
Investors should be wary of the Nvidia hype despite spectacular resultsThe ‘godfather of AI’ has seen its stock soar this yearSun Aug 27 2023 - 06:00
Does it matter if Goldman Sach’s CEO David Solomon is ‘too big a jerk’ to run Wall Street giant? Question was posed recently in a headline of a New York Magazine pieceTue Aug 22 2023 - 06:00
Stock market weakness was long overdueS&P 500 is below its 50-day moving average for first time in over four months, but history suggests the slowdown is temporaryTue Aug 22 2023 - 05:15
Fund managers are no longer bearish about stocks Risk appetite has increased but remains low despite strong gains of recent monthsTue Aug 22 2023 - 05:00
Huge valuation for Vietnamese maker of electric car with awful reviews makes no sense Shares almost quadrupled last Tuesday, valuing the company at almost as much as Ford and General Motors combinedSun Aug 20 2023 - 08:00
Irish banks the worst in Europe for saversDomestic banks are the worst in Europe when it comes to passing on recent ECB rate increases to saversTue Aug 15 2023 - 05:15
Culture wars are shaping how the US invests Investors in Republican areas underweight companies led by Democrat-leaning chief executives; Democrat counties invest more heavily in technology companiesTue Aug 15 2023 - 04:50
The odds are against high-flying NvidiaOf 231 companies that reached similar valuation multiples over last 50 years, over 90% underperform over following three, five- and 10-yeara periodsTue Aug 15 2023 - 04:30
Apple shares look pricey even after this week’s fallShares in the tech behemoth have lost over $200bn in less than a week after reporting poor iPhone salesTue Aug 15 2023 - 04:00
US stocks approach all-time highs, and history suggests it’s a safe time to buyThere’s a consistent pattern of markets rebounding strongly from lowsTue Aug 08 2023 - 05:30
Global stock rally continues to broaden Markets had been carried by a handful of tech giants for first five months of the year but now smaller stocks are showing strong returnsTue Aug 08 2023 - 05:00
Are stocks at risk of a pullback? Stocktake: Most observers expect any decline to be a fleeting affairTue Aug 08 2023 - 05:00
Stocktake: Investors’ earnings expectations are risingCompanies missing earnings estimates are not being punished for nowTue Aug 01 2023 - 05:00
Stocktake: NatWest investors hurt by Farage falloutPolitically exposed persons can be a problem for banksTue Aug 01 2023 - 05:00
Stocktake: hints of exuberance among ordinary investorsInvestor poll shows so-called ‘dumb money’ still bullish on the marketsTue Aug 01 2023 - 05:00
Stocktake: ETFs are being used to conceal insider tradingStudy found significant levels of so-called shadow trading with ETFsMon Jul 31 2023 - 05:00
Stocktake: Bull market passes duck test The argument that this is a mere bear market rally is getting harder and harder to maintainTue Jul 25 2023 - 05:00
Stocktake: Fund managers remain cautious about stocksSigns are stocks are in a position to continue climbing the proverbial wall of worryTue Jul 25 2023 - 05:00
Stocktake: Markets are underpricing climate risksInvestors should consider climate investing ‘not only a ‘do good’, but also a ‘do well’ proposition’Tue Jul 25 2023 - 05:00
Stocktake: Price alerts will make you poorer, not richerPrice alerts made investors over-confident, resulting in excessive trading and ‘suboptimal’ market timingTue Jul 25 2023 - 05:00
ESG label shunned amid political polarisation Data doesn’t suggest companies are pulling back on ESG initiatives but caution may be linked to increasingly toxic US debateTue Jul 18 2023 - 05:05
Billionaire investor Ackman should leave vaccine science to scientists It’s one thing to refuse to follow the herd but amplifying highly dangerous anti-vaccination ideas is a mistakeTue Jul 18 2023 - 05:00
Tech giants become too big for Nasdaq Huge gains for Big Tech this year mean Nasdaq will have to undergo a ‘special rebalance’ next weekTue Jul 18 2023 - 04:45
US earnings season may be ‘make or break’ for stocks Figures pencilled in for 2024 look demanding in the absence of an upside surprise on growth expectationsTue Jul 18 2023 - 04:30
Is high-flying Nvidia dangerously overvalued? Even assuming a very upbeat future, a valuation expert Aswath Damodaran says the shares are worth about $240 – way below the $420 level they were trading at last weekTue Jul 11 2023 - 05:00
Why a positive earnings surprise in a top firm means you should invest in smaller underperformers in the same sectorSector as a whole is likely to do well but markets can be slow to price in the broader gainTue Jul 11 2023 - 05:00
Market rally broadened in June Some 454 S&P 500 stocks rose in June, up from just 124 in May, in an indication that the market is becoming less reliant on small group of tech giantsTue Jul 11 2023 - 04:45
Bumper gains augur well for stocksStocks have delivered among the best results in the past two decades in the first half of this yearTue Jul 11 2023 - 04:00
Apple is dominating the US stock market Success of tech giants really has made the US market a less diversified place than it used to beTue Jul 04 2023 - 05:15
US stocks won’t always outperform US stocks outperformed because they got more expensive over time relative to their non-US brethrenTue Jul 04 2023 - 05:00
Harry Markowitz: great economist, ordinary investor Nobel laureate showed that diversification across different asset classes could help investors bag the same returns with less riskTue Jul 04 2023 - 04:50
Reluctant bulls forced to chase the rally High savings and strong employment data means retail investors have ‘enough ammunition available’ to keep chasing the technology rallyTue Jul 04 2023 - 04:30
One in four stocks still down over 75%Historically, the odds of a catastrophic loss - a 70% decline that is not recovered - are much greater than casual investors might thinkTue Jun 27 2023 - 05:15
Tech bubble talk proves wide of the mark Apple, Microsoft, Alphabet, Amazon, Meta, Tesla and Netflix have soared this year but all have price/sales ratios well below prior highsTue Jun 27 2023 - 05:00
Market momentum suggests there is more upside aheadA strong first half to a year usually means a strong second half, according to Carson analyst Ryan DetrickTue Jun 27 2023 - 04:00
Markets shrug off the Fed’s hawkish pause Markets just don’t believe Fed chair Jerome Powell when he suggests two more hikes are comingTue Jun 20 2023 - 05:15
Stock market gains largely driven by ‘surging seven’ of Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and AlphabetStocktake: Market breadth finally appears to be improvingTue Jun 20 2023 - 05:00
Is the bear market ‘officially over’? Stocktake: It sure looks that way given that the S&P 500 has risen more than 20% since bottoming last OctoberTue Jun 20 2023 - 05:00
Fund manager sentiment is still ‘stubbornly low’ Stocktake: Investors have piled into tech stocks in a ‘flight to safety’ but are cautious about equities in generalTue Jun 20 2023 - 04:00
Most stocks – in Ireland and beyond – are flopsJust five stocks – CRH, Ryanair, Kerry Group, Flutter, and Kingspan – account for all wealth created on Dublin exchange over 30 years to 2020Tue Jun 13 2023 - 05:15
Does Nvidia’s heady valuation actually matter?AI chipmaker may go on to justify its valuation but analysts are right to urge cautionTue Jun 13 2023 - 05:00
Mega-cap stocks are trouncing smaller stocksCurrent performance differential ‘ranks amongst the most extreme readings’ in market historyTue Jun 13 2023 - 04:45
Fears of a profits recession are easing Earnings estimates did come down in April and May, but only by 2% which is less than comparable periodsTue Jun 13 2023 - 04:00
