Research Roundup

The Apple Effect

Clearly, the market’s rise is not just due to Apple, but rather, a generally positive influence of factors underpinning stock prices. On the domestic front, there have been steady reports – from manufacturing and retail sales to employment and housing – that have pointed to improving conditions.
Mark Luschini, chief investment strategist, Janney Montgomery Scott

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Railroad Investments On Track

We expect increased employment and corporate spending during the year will give a boost to cyclical freight traffic. Specifically, we anticipate an 8% average increase in revenues for the railroads during 2012.
Kevin Kirkeby, equity analyst, S&P CapitalIQ

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A Budget Surprise

A new tax of 3.8% on investment income would come into effect in 2013. Should these plans come to pass, it would result in nearly tripling the dividend tax rate from 15% to 43.4%.
Bob Doll, chief equity strategist for fundamental equities, BlackRock

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Latest News/Analysis

Sectors

Healthcare

Aging Boomers, Reform Will Drive Medical, Health Insurance Demand

In the five years to 2016, the health and medical Insurance industry's revenue is forecast to increase...

Energy

Government Incentives Will Spark Solar Firms in '12

The solar power industry is set to develop a healthy glow over the next five years. In that time,...


Consumer

Education Secretary Appeals for Financial Literacy, Planning Instruction in Schools

Education Secretary Arne Duncan urged a special advisory council to dig deep as it crafts...

Technology

Video, Apps Essential Tools for Advisor-Client Engagement

CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging...


Commodities

African Commodities, Derivatives Exchange to Launch in 2012

A pan-African commodity and derivatives exchange said it will open in the middle of next year.

Financial

Morningstar to Predict Five-Year Future of Funds

At a time when asset managers are increasingly questioning modern portfolio theory and static...


Talking Point

"We had a strong rebound in global growth in 2009, but then [we had] a more modest continuation of that growth, so when that growth starts again, investors tend to pay up for stocks that can show superior earnings growth."

Arjun Jayaraman, co-manager of Causeway Emerging Markets Institutional fund »