Growth Investing
Go With Growth Over Value, Big Over Small Caps & EM Over Domestic
The S&P 500 may be seriously outperforming the Russell 2000 in the past three months, but large caps remain the better relative value.
Domestic ISM Disappoints Traders After Int'l PMIs Push for Rally
Early gains were erased by midday after the ISM manufacturing index fell to 52.3, a three-month low, from 54.9, but Princeton Securities' Ben Willis believes the market overreacted.
Why ConocoPhillips Is a Stable Investment for a Volatile Tape
TheStreet's Trifecta Stocks initiated a position in ConocoPhillips based on the stock's strong dividend yield -- which is now at 3.5% -- and less-than-typical speculative investment thesis.
When Bad Things Happen to Good Stocks
Breakout Stocks Portfolio Bryan Ashenberg has been picking up names where Wall Street’s emotional reaction has made for opportunity, including ServiceNow, Ultimate Software, Under Armour, and EMC Corp.
Sell In May And Go Away? Bad Idea in 2014, Some Investors Warn
The old adage of "sell in May and go away" and buy back into equities in November has traders split. Some point to an aging bull market and higher valuations as reason for caution.
Jim Cramer on Procter & Gamble and Starbucks
TheStreet's Jim Cramer says Precter & Gamble has very little growth but it has a great yield. On the other hand, Starbucks has flatlined despite a remarkable quarter.
Jim Cramer: Watch Apple and Facebook Amid Growth-to-Value Transition
With earnings reports from tech companies like Netflix, Apple, Facebook and Amazon coming up, Jim Cramer says the data will be interesting to watch as growth stocks become value plays.
Jim Cramer Says Watch Celgene, Salesforce.com for Growth in Q2
TheStreet's Jim Cramer says investors need to see money come back to high-growth names, which have seen a shrinking price-to-earnings multiple.
EMC Corp is the Place to Be for Trifecta Stocks
Portfolio Manager Bryan Ashenberg says EMC is under-appreciated on Wall Street and is undervalued when backing out the company's VMware stake and cash position.
Foot Locker Looks Set to Move Higher as Sneaker Sales Surge
Shares of Foot Locker may be positioned to move higher as the footwear retailer launches plans in 2014 to remodel 320 stores.