Sector Spotlight

Sector Spotlight: industrials

Susan Li reports on the health of the industrial sector.


Financial stocks are widely expected to be the big beneficiaries of a Fed rate hike. And with the Federal Reserve expected to announce the long-expected move on Wednesday, the financials sector appeared to celebrate early, with a more than 2 percent rise on Tuesday. Indeed, within the sector, the clear leaders were the bank stocks, …

Materials sector strong in Q4

The materials sector has been outperforming the broader market so far this quarter. Will the trend continue?


Treasury yields are starting to climb, with the 10-year yield at about the highest levels in four months. This after a strong October jobs report stoked speculation that the Federal Reserve is set to raise the benchmark federal funds rate in December. And if Treasury yields keep rising, a few sectors could be in big …

Crude tank market takes off

Morgan Brennan explains why this quarter could be especially strong for the crude tanker industry.

Transportation transformation

Morgan Brennan explains why an the transportation sector, an industry known for being boring, is suddenly getting hot.

Hugociss | Moment | Getty Images

Six months ago, Maura Shaughnessy couldn’t find a single utilities company to buy. Back then, these businesses were on a tear—the S&P 500 Utilities sub-index was up 26 percent in 2014—which made it difficult to find undervalued opportunities. Things have cooled off dramatically since. The sector is down about 7 percent year-to-date, while its price-to-earnings …


If April is supposed to be the cruelest month, don’t tell the energy sector. S&P 500 energy stocks are up 6.5 percent over the past month. That is more than double the performance of the next best-performing sector, health care. In fact, energy stocks have risen by more in April than the S&P 500 has …


Perhaps the most important stat from Facebook’s last earnings report—even more so than the 1.39 billion monthly active users on the social network—was this one: Of the company’s $3-billion-plus in advertising revenue, 69 percent came from mobile ads, double the previous year. While Google looks for ways to grow beyond the desktop search ads that …

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Workers move a section of pipe during construction of the Gulf Coast Project pipeline in Atoka, Oklahoma.

Amidst the worst crash in oil prices since the 1980s, with oil companies cutting capital spending budgets, Bayard Closser had an idea: Try to sell investors on a new fund focused on master limited partnerships in the energy business. Does that make Closser crazy, or just crazy like a fox? He’s betting that the decline …

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Apple Carplay

Since reports began to surface about Apple‘s plans to get into the car business, Wall Street has been abuzz. Can a company that outsources pretty much all of its manufacturing to China really remake an industry where an average product costs about 40 times what an iPhone does? It would take a radical restructuring of …

Growing solar industry trend

Solar companies are creating Yieldcos, which generates capital to fund new power projects. Morgan Brennan explains the growing trend.

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Facebook CEO Mark Zuckerberg and Yahoo CEO Marissa Mayer

Marissa Mayer and Mark Zuckerberg had similar problems last week but gave Wall Street starkly different answers. And the choices the CEOs of Yahoo and Facebook made speak volumes about their companies’ futures. Both are sitting on huge piles of cash—Mayer from Yahoo’s $40 billion stake in Chinese e-tailer Alibaba, and Zuckerberg from the $11.2 billion …