As always, here are thetop major media headline summaries from WSJ, Reuters, FT, Bloomberg and more. The top analyst upgrades and downgrades from this morning are numerous and are in ATML, CMA, CBRL, DNDN, DV, EDMC, GIS, GFI, IPSU, JNS, LPS, MTL, MHS, MPEL, QLTY, SIG, SIRI, VG, ZUMZ. The top trader alerts are in APOL, COCO, CIGX. Also, this morning's top market rumors are out.
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What IS working in the market is defensive stocks. Of our go-to names in the portfolio, here are six of the best defensive picks working now and all are down much less than the broad market. Dollar General (DG) took a big hit yesterday after earnings but we see it being the best position with a secular theme for the next decade. We wanted to know which solar players will win as costs per megawatt keep dropping, so here is a first list. Silver alert: Peru is halting mining concessions. Moody's downgrade of Greece's sovereign debt yesterday wasn't supposed to be a big deal because it was under review... What is a big deal is that this is the first formal ratings cut that gave a 50/50 chance of default.
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What IS working in the market is defensive stocks. Of our go-to names in the portfolio, here are six of the best defensive picks working now and all are down much less than the broad market. Dollar General (DG) took a big hit yesterday after earnings but we see it being the best position with a secular theme for the next decade. We wanted to know which solar players will win as costs per megawatt keep dropping, so here is a first list. Silver alert: Peru is halting mining concessions. Moody's downgrade of Greece's sovereign debt yesterday wasn't supposed to be a big deal because it was under review... What is a big deal is that this is the first formal ratings cut that gave a 50/50 chance of default.
For-profit education shares are soaring after the loss of funding ease is actually a win: Doudle-digit gains are the norm.
Some food for thought... Retail may finally be the next great dividend growth frontier.
Solazyme was Friday's renewable enrgy IPO and it has performed well. What is interesting is that this IPO may have inadvertently gotten the nanotech sector back on the map.
Solazyme was Friday's renewable enrgy IPO and it has performed well. What is interesting is that this IPO may have inadvertently gotten the nanotech sector back on the map.
RIMM & Nokia deathwatch: time for these two to merge.
Good news for silver bugs and gold bugs... silver may have bottomed.
5 gold names for value investors.
Here are several value picks for the energy sector in oil, gas, drillers, services, and equipment.
Here is what the El Paso (EP) break-up means for holders;
Good news for silver bugs and gold bugs... silver may have bottomed.
5 gold names for value investors.
Here are several value picks for the energy sector in oil, gas, drillers, services, and equipment.
Here is what the El Paso (EP) break-up means for holders;
On the lighter side of Wall Street, here is a list of the happiest countries in the world. There are things college grads can do to help land a dream job. Here is a list of states that spend the most and least per student.
Have a great trading day!
JON C. OGG
