Markets News Stocks 

In a bear market, the best offense is a good defense

“To keep your footing and stay centered, reverse that old adage about sports and war: In a bear market, the best offense is a good defense” reports marketwatch.com. A bear market, when it comes, will feel like an attack on your financial security.The bullish case for Facebook is about to get even better Momentum-based investing strategies are coming off a 10-year cycle of poor performance, writes Mark Hulbert.Investors working with investment advisers ought to make time to talk about bear markets — when stocks drop at least 20% from their…

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News Stocks 

Stocks post strong finish as optimism over trade talks grows

“Wall Street has been encouraged by the signals that Chinese and U.S. officials have sent in the latest round of trade talks that began Monday” reports thebusinessjournal.com. Two days of trade talks wrapped up Friday in Beijing.(AP) — The Dow Jones Industrial Average surged more than 400 points Friday as renewed optimism over trade talks between the U.S. and China put investors in a buying mood.Economists said this week’s two days of talks were too brief to resolve the sprawling dispute that extends to cyber-spying and China’s trade surplus. Source: thebusinessjournal.com

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News Stocks 

If you invested $1,000 in Coca-Cola 10 years ago, here’s how much you’d have now

“And Quincey said on CNBC’s “Squawk on the Street” that the company will take time to “absorb” the investments it made last year” writes Caiaimage Robert Daly for cnbc.com. If you invested in the company 10 years ago, that decision could have paid off.The company has gotten its share of celebrity endorsements, too: Warren Buffett says he’s a “Coke loyalist,” and Berkshire Hathaway is a longstanding investor.”Clearly, that is leading to an [earnings per share] growth that is not what we aspire to,” he said. Source: cnbc.com

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Markets News Stocks 

After strong 2019 start for U.S. stocks, trade verdict looms

“Investors are increasingly hopeful about a positive resolution as a March 1 deadline for trade talks nears” reports businessinsider.com. “Risk assets across the spectrum would see severe selling pressure if trade talks completely collapsed and tariff rates rose,” Saglimbene said.But a trade deal that avoids more severe tariffs could help, since many companies prepared investors for the worst.And if the United States and China reach a deal, market professionals say clarity after the lengthy dispute should continue to push shares higher. Source: businessinsider.com

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Brokers News Stocks 

Big U.S. exchanges to sue SEC over ‘overreaching’ fee experiment

“The exchanges argue rebates are needed to compensate brokers for providing liquidity and that the SEC has not shown that they harm the market” reports businessinsider.com. NEW YORK (Reuters) – The three largest U.S. stock exchange operators said they will sue the Securities and Exchange Commission for overstepping its authority by ordering a pilot program to test banning lucrative payments exchanges make to brokers for resting stock orders. Source: businessinsider.com

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Markets News Stocks 

Investors may have already missed out on the bulk of the market’s gains this year

“Investors expecting the stock market to build on the robust start it’s seen in 2019 don’t have history on their side” writes Brendan Mcdermid for cnbc.com. A lot will have to go right to continue the best market start in 32 years.Recent years in this bull market, though, have shown that outsized gains are possible.In 2017, the market jumped 19.4 percent, 2013 saw a 29.6 percent surge and 2009, the year that saw the crisis bottom, ended with the S&P 500 up 23.4 percent. Source: cnbc.com

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News Stocks 

Coty forms a special committee to consider JAB offer

“COTY, -0.41% said Friday that it has formed a special committee to consider the tender offer from JAB Holdings Co. for 150 million shares of Class A common stock at $11.65 per share in cash” writes Tonya Garcia for marketwatch.com. Coty shares have sunk 48.6% over the past year while the S&P 500 index SPX, +0.79% has gained 1.3% over the last 12 months.The committee has 10 days from the date the offer was announced, Feb. 13, 2019, to notify stockholders of their recommendation.The three-member committee “of disinterested, independent directors”…

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News Stocks 

Howard Gold: Stick with domestic and defensive stocks as S&P earnings growth slows

“With the Federal Reserve on hold for rate increases, that means earnings growth will be increasingly important in setting share prices” writes Howard Gold for marketwatch.com. In fact, the companies in the S&P SPX, +0.79%   just completed three consecutive quarters of 20%-plus year-over-year earnings per share growth.Fourth-quarter earnings are on track for a 13.2% gain, according to FactSet Research, a streak of double-digit earnings growth that goes back to the fourth quarter of 2017.At that point, interest rates, trade wars and government shutdowns aside, the best-performing stocks will be…

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Markets News Regulators Stocks 

Get used to wild swings for this stock market, and thank the Fed for that, says analyst

“Our call of the day, from Seema Shah, global investment strategist at Principal Global Investors, is less sanguine” writes Markets Reporter for marketwatch.com. A big data dump awaits, on the heels of that dismal retail sales data.Or, if the Fed was simply propping up markets, renewed fears of inflation and rising interest rates are likely.Shah worries that the market has swung from “excessively pessimistic to excessively optimistic,” and may be underestimating coming headwinds from a global slowdown.Investors have been haunted by three big themes this week: trade talks, U.S. politics…

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News Stocks 

Yell all you want about stock buybacks being bad for America. They’re not helping stock returns

“In the last few years, the number of companies buying back stock has perhaps grown too large” writes Stephen Gandel for latimes.com. That seems most likely last year, when the companies in the S&P 500 spent $770 billion on buybacks, or about three times the $286 billion they spent in 2012.With so much being spent on buybacks, it’s a decent bet that some good money is chasing bad. Source: latimes.com

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