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S&P 500 Companies Are Spending More Cash Than Ever Before
Monday, November 9, 2015 - 12:24pm | 478Read More...Goldman Sachs projects record spending by S&P 500 companies in 2016. The firm sees a near 50/50 split in spending between growth and capital returns. S&P 500 stocks are now sitting on a record amount of cash in terms of total assets. In a new report, Goldman Sachs analyst David...
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Goldman Sachs: Go Long IT And Financials Heading Into Q3
Monday, July 6, 2015 - 8:43am | 246Read More...Goldman Sachs analysts, led by David Kostin, said that the S&P 500 returned roughly 1 percent in H1 2015, with returns driven by dividends. Without dividends, the SPDR S&P 500 ETF Trust (NYSE: SPY) returned just 0.2 percent through June 30. Goldman said this compares to 0.1 percent losses...
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Why The Markets Aren't Overpriced Yet, Goldman Sachs Chief U.S. Equity Strategist Explains
Wednesday, April 8, 2015 - 1:01pm | 407Read More...The problem with bull markets is the uncertainty of whether stocks are adequately priced or are overvalued. Goldman Sachs Group Inc (NYSE: GS) Chief U.S. Equity Strategist David Kostin was on CNBC Tuesday to explain why he considers the markets to be fairly valued right now and whether a big move...
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Telecom ETFs Gaining Attention
Tuesday, April 7, 2015 - 8:36am | 716Read More...The U.S. telecommunications industry is one of the fastest changing industries in the world, as mobile devices have changed the landscape. The high-speed mobile traffic, mostly consisting of the uploading and downloading of high quality pictures and videos by billions of users, has created a...
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Goldman Sachs Lists 9 Sectors Benefiting From Falling Oil Prices
Tuesday, November 18, 2014 - 11:40am | 369Read More...David Kostin of Goldman Sachs published a report last week titled "Denial, Anger And Acceptance of Lower Oil Prices." "Investors are still stunned by the 30 percent plunge in oil prices since June," Kostin wrote. "Everyone has come to accept the idea that crude prices...
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January Volatility Alert: Be On The Lookout For Bears!
Tuesday, January 14, 2014 - 4:07pm | 1151Read More...As has been mentioned a time or two hundred in this space over the years, the primary purpose of our oftentimes meandering morning market missive is to identify the drivers of the market action. The thinking is that if investors can understand why the indices are doing what they are doing in...
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Bulls And Bears Wage War In The Semiconductor Space (INTC, BRCM, ALTR, MRVL)
Thursday, June 17, 2010 - 10:36am | 1048Read More...On April 14, 2010, widely followed stock analyst Jim Cramer said that he thought shares of Intel Corp. (NASDAQ: INTC) could double from current levels (in the low $20 range) after the company reported very strong earnings and boosted margin guidance. The previous day, Rodman & Renshaw had...
