Stock Market News, Opinion & Analysis, Investing Ideas -- Seeking Alpha

Seeking Alpha

Wednesday, March 10, 2010 | 08:30 AM EDT |

DJIA (DIA) S&P 500 (SPY)

Get Ready for Wednesday's Market

More on: Retail, Dollar/Currencies, Market Outlook

High Conviction: Short the Yen

Alexander Tepper, Chief Economist at global macro hedge fund TKNG Capital, sees an imminent fall in the Japanese currency due to demographic, fiscal and global trade forces.

Shorting the Yen against the U.S. Dollar is therefore his highest conviction position at present. Tepper's fund further juices the trade by using a method "akin to playing with dice loaded in our favor."

Read full story »

Cisco's Big Announcement Disappoints

When you say you're going to announce an advancement that will "forever change the Internet," how can you possibly live up to the hype? Post-announcement, CSCO -13%.

More on: CSCO, Chip stocks,, Semiconductor Majors

News From the Pharma Pipeline

Delving Into Defense

Happy Anniversary: A Year Since the Low

On March 9, 2009, it seemed the market's freefall would never end. An overwhelming sense of fear was palpable among both finance professionals and everyday investors.

One year later, the S&P 500 is up an incredible 68% - a reminder that Warren Buffett's famous utterance, "Be fearful when others are greedy and greedy when others are fearful," is as true as ever.

High Conviction: A Fat Dividend and Strong Growth Prospects

Barry Barker of Barker Financial Management believes "solid companies with superior management and good cash flow backed by a history of increasing dividends are prime investment candidates in an apprehensive market" such as today's.

His highest conviction pick is a regional telco with strong growth potential, and which pays an 8% dividend...

Full story »

China's Money Matters

China will eventually move away from its current exchange-rate policies, central bank Governor Zhou Xiaochuan said over the weekend, though change is unlikely in the near term. Read more >>

High Conviction: An American Legend Repositioned for the Digital Age

Cary J. Amann, founder and portfolio manager of New Orleans-based A-V Capital Management, finds Eastman Kodak "a classic turnaround story" as it aggressively moves into digital imaging markets.

Following a weak 2009, EK has now become Amann's single highest conviction holding in his portfolio. Amann sees a return to profitability this year, and effective restructuring of the company's significant debt load.

Read full story »

What's Roiling Oil Stocks?

Shell, PetroChina Bid for Arrow (WSJ)

More on: Energy, Exploration & Production, Oil Price

Investing by the Numbers

See all of today's headlines »

Market Currents|Top Stories

8:28 AM China's exports jumped 45.7% in February Y/Y, and imports were up 44.7%. The timing of the Lunar New Year holiday impacted the better-than-expected numbers, but they still point to growing momentum in China and add to the case for an appreciation of the yuan. (ETFs: FXI, CYB) Comment!
8:20 AM German exports unexpectedly declined, dropping 6.3% from the previous month when economists had expected a 0.5% gain and raising concerns that Germany's recovery may not be as smooth as some hoped. (ETF: EWG) Comment!
8:12 AM U.K. factory production falls for the first time in five months, signaling the manufacturing sector is having a difficult time pulling out of the recession. Output was down 0.9%, vs. an expected 0.2% gain. (ETF: EWU) Comment!

All today's Market Currents »

Select StockTalks

markjseventy: Options are for those that have a strong understanding of how they work. "Characteristics and Risks of Standardized Options" is a must read.

2 minutes ago
UltraLong: Fortum (FOJCF.PK) dividend of 1 euro coming up in late March. Div yield 5,1%. I'm holding on to this defensive stock.

about 1 hour ago
Cliff Wachtel CPA: EUR dropping long term-note mkts shift focus 2 other PIIGS as soon as Greece seems ok 4 now-EUR,GBP,JPY all worse than USD SHORT UDN FXE...

about 3 hours ago