stocks
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Go long on the economy, and hedge on stocks
Even if the economy continues to recover, the markets are in for a rough patch.
By John Cassidy, contributor
FORTUNE -- Pity the poor economic forecaster. Following the resolution of the fiscal-cliff crisis and the Republicans' decision not to push the U.S. government to the brink of default, at least for now, things appeared to be looking up. Retail sales and factory orders were decent, job growth was steady, and the MORE
Feb 11, 2013 5:00 AM ET -
3 lessons for Apple's shareholders
The recent swings in Apple stock prove that a few simple rules of investing always hold true.
FORTUNE -- For most people, Apple mania means buying the company's products and playing with them. But for us financial voyeur types, the fun comes from watching the lunatic lurching of Apple's stock price.
You gotta love it. From the start of last year through its all-time closing high on Sept. 19, Wilshire Associate says, MORE
Allan Sloan, senior editor-at-large - Feb 6, 2013 5:00 AM ET -
Life Technologies stock: Buy or sell?
The biotech company has made some missteps in the last few years, but solid margins and lots of cash could help keep it on track. Two analysts face off.
By Ryan Derousseau, contributor
FORTUNE -- The Bear: Ross Muken, ISI Group. It's been a challenging period for Life Technologies (LIFE) over the past two years, and it could get worse. Life has had a core advantage in global government and academic MORE
Jan 31, 2013 5:00 AM ET -
Why the world's biggest hedge fund missed big in 2012
Bridgewater Associate's Ray Dalio has long been one of the market's best seers. That could be coming to an end.
FORTUNE -- Here's what needs to be asked about giant hedge fund Bridgewater Associates and its founder Ray Dalio: Is this guy really worth $2 billion a year? That's roughly the amount investors paid his firm in management fees in 2012.
That question got a lot tougher in the past 12 months MORE
Stephen Gandel, senior editor - Jan 23, 2013 1:03 PM ETPosted in: bonds, Bridgewater Associates, diversification, Hedge Funds, investing, ray dalio, stocks -
4 reasons to buy ABM stock
Small-cap manager Andrew Baumbusch believes that building-maintenance specialist ABM Industries will rebound.
By Ryan Derousseau, contributor
FORTUNE -- Andrew Baumbusch looks for companies with hiccups. The lead manager of the Denver-based Cambiar Small Cap Fund (CAMSX) likes to invest in great businesses that have suffered short-term setbacks. The approach has proved profitable. Over the past five years, his fund has averaged a 6.3% return, vs. 2.4% for the Russell 2000 small-cap MORE
Jan 10, 2013 5:00 AM ET -
Jim O'Neill: Mr. BRIC is still bullish on China
Goldman's Jim O'Neill, the man who coined the BRIC acronym, believes Chinese stocks are primed for a big 2013.
FORTUNE -- Ask most investors for their list of concerns for 2013, and China is on it. Jim O'Neill is an exception -- and it's not much of an exaggeration to say he has staked his career on that country's success. Back in 2001, when most of us were still dazed by MORE
Stephen Gandel, senior editor - Jan 8, 2013 5:00 AM ET -
Don Yacktman: A fund manager's faith produces results
Don Yacktman has led two of the world's fastest-growing stock funds while helping his daughter recover from a devastating stroke.
FORTUNE -- The County Line barbecue joint in Austin is buzzing at lunchtime -- you can smell the charred red meat half a mile away. Way in the back corner, Don Yacktman is enjoying his usual: a plate of lean brisket, peppered turkey breast, potato salad, and baked beans. He's surrounded MORE
Scott Cendrowski, writer-reporter - Dec 13, 2012 5:00 AM ET -
Wall Street experts: Where to make money in 2013
From China to Europe to the U.S., market uncertainty abounds. Still, says our panel of Wall Street experts, there are plenty of ways to make a bundle.
By Geoff Colvin, senior editor-at-large
FORTUNE -- It's time to remember one of investing's eternal truths: Trouble can be an investor's best friend. America's economy is limping, China's is complicated, Europe's is shrinking -- and the wisest investors say, "Bring it on." They understand MORE
Dec 11, 2012 5:00 AM ETPosted in: bonds, Dan Fuss, David Herro, Geoff Colvin, investing, Justin Leverenz, Savita Subramanian, Stephen Auth, stocks -
Where does Apple stock go from here?
What was once a growth story is now a growth stock and a value play.
By Jon Birger, contributor
FORTUNE -- I'm a nervous investor, so the notion of having all my money in any one stock is anathema. That said, I've owned some Apple (AAPL) for years. My "aha!" moment came when I replaced my old PC with a MacBook in 2009, and I've bought more shares since.
Three years ago, MORE
Dec 6, 2012 5:00 AM ET -
Jack Bogle: Vanguard's $2.2 trillion man
There are many steps to managing your money wisely. A good way to start: a visit with the father of indexing, Vanguard's Jack Bogle.
By Andy Serwer, managing editor
FORTUNE -- What if your life's work could be measured by one simple number, and what if that number was 2.2 trillion? As in dollars. I walked into an upscale Midtown Manhattan restaurant looking for such a man. He was easy to MORE
Dec 6, 2012 5:00 AM ET
