Investing Insights
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2007-09-04T10:09:18-05:00Microsoft shares tread water even if they stay afloat
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Ever since April, when computer tech guru Paul Graham declared that "Microsoft is dead," the debate has raged on. Meanwhile, the software giant's shares (Symbol: MSFT) had a nice little contrarian run following Graham's piece, crossing above $31 for only...Stocksaaron_pressman2007-09-04T10:09:18-05:00Betting on a newspaper wipe-out
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My most esteemed colleague and BW media columnist Jon Fine recently compared the performance of the newspaper industry this year to the depths of the Great Depression. Fine speculated that a major daily may suspend its print edition and go...Stocksaaron_pressman2007-08-30T11:39:02-05:00Be wary of all those stocks over Labor Day stories
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As investors' attention drifts and the end of summer draws near in the last week of August, analysts turn to that evergreen topic of analysis, calendar trading. What usually happens to the stock market around three-day weekends or even just...Stocksaaron_pressman2007-08-29T13:47:47-05:00Some smarties see value in junk bond rubble
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At some point, despite all the hysteria, the markets will bottom. Rarely does each market segment hit bottom at the same time, however. After junk bonds dropped 3% in July, the worst monthly performance since the post-Internet bubble, Enron-induced panic...Bondsaaron_pressman2007-08-28T12:45:24-05:00Follow the paper, commercial paper, to assess the damage
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If you're not holding securities backed by subprime mortgages, that is if you're 98% of all investors, this summer has been a wacky ride for your portfolio but hardly a killer. The major stock indexes are still in positive ground...Stocksaaron_pressman2007-08-27T10:56:17-05:00Long-term, homebuilders still beat the stock market
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It's the dawn of the middle of the last decade - January 1, 1995. Go back in time, bring $1,000 and answer this question: which will be the best investment choice for the next 12 plus years, the S&P 500,...aaron_pressman2007-08-24T13:38:59-05:00Where to Stash Cash
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The WSJ had a story today that money is pouring out of bank loan funds amid troubles in the bank-loan market. Bank loans have been traditional safehavens for investors since because ultra-short holdings are less vulnerable to interest rate moves....Cash and Savingslauren_young2007-08-24T10:24:26-05:00Eye on Morningstar
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Morningstar has been adding some interesting features to its site. Last week, I noticed a new Options channel, which is still in the Beta stage. The site offers content, such as "How To" videos, which is similar to the Fidelity...Investing 101lauren_young2007-08-23T14:48:53-05:00Catching up with bond market doom seers
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I have an online story up called "A Season for Cassandras," about the vindication of folks who had been dismissed as wacky "perma-bears" thanks to the current credit and housing market meltdowns. It's not meant to be a comprehensive list...Bondsaaron_pressman2007-08-23T08:58:36-05:00A little good news lightens the market's gloom
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After weeks of gloom and doom pessimism, investors finally got some good news on Wednesday. A couple of mergers got off the ground, including the perpetually recycled rumor of E*Trade (Symbol:ETFC) and TD Ameritrade (AMTD) joining forces, if only big...Stocksaaron_pressman2007-08-22T11:42:42-05:00Conniptions over Cramer miss the mark
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There are at least two critical parts to making money in the stock market. The first, the obvious one, is picking stocks which will do better than the market. The second, less obvious side is deciding how to prioritize your...Investing 101aaron_pressman2007-08-21T09:23:56-05:00Still hot and in demand? IPOs
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There's plenty of room to debate the merits of investing in initial public offerings but these debut stocks aren't typically in the conversation during periods of market turmoil. Maybe they should be. Check out how some of the hottest recent...Stocksaaron_pressman2007-08-20T12:31:39-05:00Must-read book helps explain the current turmoil
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With the name Pressman, it’s not infrequently that I get the joke “good name for a reporter.” Richard Bookstaber, whose new book, A Demon of Our Own Design, has become a must-read amidst the current market chaos, probably elicits the...Investing 101aaron_pressman2007-08-17T10:04:16-05:00Black swans are everywhere suddenly
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Nassim Nicholas Taleb, author most recently of The Black Swan: The Impact of the Highly Improbable and subject of one of Malcolm Gladwell's best-ever pieces in the New Yorker, is much in demand these days. It seems that few if...Stocksaaron_pressman2007-08-16T09:36:53-05:00Tech IPOs are not bubbling over
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Blame VMWare's super-hot initial public offering -- or don't -- but there's growing chatter that the quality of technology companies lining up to sell shares for the first time is suddenly deteriorating. It's not true. Sure, there's the occasional dog...Stocksaaron_pressman2007-08-15T09:40:25-05:00