Investing

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Carl Icahn, billionaire investor and chairman of Icahn Enterprises Holdings LP

Activist investor Carl Icahn is “happy” about Tuesday’s split between eBay and PayPal. He added in a reaction statement that the payments industry “must be consolidated” and PayPal should make acquisitions or merge with “another strong player in the industry,” especially with strong competition from Apple Pay. Icahn added that he intended to have discussions with John Donahoe, who will step down as …

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For many people whose nest eggs are socked away in 401(k) plans or individual retirement accounts, the time comes when they wonder if they should roll over their money to a different type of tax-advantaged option. Many considerations come into play, depending on the specific situation. But one of the most common scenarios involves workers …

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Goldman Sachs Group CEO Lloyd Blankfein (left) and Warren Buffett, CEO of Berkshire Hathaway

For a man who has been known to say some uncomplimentary things about bankers, Warren Buffet sure does love his bank stocks. By one recent analysis, the “big banks” and regional banks that Berkshire Hathaway has amassed in its portfolio of stocks adds up to a $50 billion market cap banking company—four of Berkshire Hathaway’s …

Finding value in financials

The financial sector has outperformed the Dow this year, but the same can’t be said for the insurers. Morgan Brennan explains the divergence and how to find value.

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People who ask me to explain my firm’s investment philosophy—perhaps a guest at one of our seminars, a caller to my radio show or a prospective client making a private call—are sometimes surprised at the brevity of my answer. I don’t have to give a lengthy discourse. I just tell them that our philosophy is …

Craig Warga | Bloomberg | Getty Images

It was just over six years ago that Lehman Brothers Holdings filed for Chapter 11 bankruptcy and put America’s financial institutions in turmoil. In the six months after the bank’s stunning collapse, the S&P 500 financial sub-index dropped by a whopping 67 percent, and most investors wanted nothing to do with this once-mighty sector. Time …

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Exchange-traded fund providers, including Vanguard, Charles Schwab and BlackRock‘s iShares, have been slashing the expense ratios on their index ETFs in the past two years, trying to one-up each other and win more of your investing money. The stakes are high among the ETF industry giants, as investors embrace the passive style of fund management in greater numbers. …

Market Monitor: Chris Orndorf

Looking to invest in dividend stocks for the long haul? Our Market Monitor has a list of stocks you may want to consider buying for your portfolio.

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You know you’ve been thinking about it, especially with the S&P 500 cruising past 2,000 and the bull market now six years running: Is it time to sell some stocks and get out ahead of a “market top”? Here’s the problem: Most information about investing that I’ve read during my career is more instructional about investing in …

Stress test for mutual funds?

The SEC is considering new rules to increase oversight of mutual funds, according to the Wall Street Journal.

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It’s no wonder that target-date funds have emerged as a welcome staple in many workers’ 401(k) plans. These funds, whose assets automatically shift into more conservative investments as individuals approach retirement, offer sophisticated and diversified exposure to Wall Street with little effort by the investor. “Most investors tend to be hands-off,” said Janet Yang, a …

Jobs & the economy

The economy added jobs in August, but nearly 100,000 fewer than forecast. What does the jobs report mean for the economy, the Federal Reserve and investors?

Stocks to watch

Just two more trading days to close out August and it looks like this had been the best August for Wall Street in 14 years. Things could turn ugly on Monday with the start of September, a month notorious for market corrections. As Morgan Brennan shows us, there are a few stocks that investors should …

Back-to-school investor checklist

Tim Maurer has smart “back-to-school” moves for investors of all ages.

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A Tim Hortons restaurant in Toronto.

It’s never felt so good waking up to Tim Hortons. Should investors take the profits and run, or stick around for another helping? Shares of the leading Canadian fast-food chain jumped 23 percent in mid-session trading Monday after announcing it was in talks to merge with Burger King Worldwide. The move was a pleasant change of pace …