Activision Stock Still Looks Like a Buy. Here’s Why.

Back in July, Barron’s made the case for buying Activision Blizzard stock in anticipation of Microsoft closing its $69 billion acquisition of the company. With Activision shares trading at a significant discount to the deal price, the stock looked closest to a sure thing in an increasingly uncertain market. Four months later, the risks of … Read more

Stocks Rallied Dramatically. It’s Still a Bear Market

This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron’s. Bear-Market Rallies Technical Strategy BTIGNov. 11: Thursday was another day for the record books. The S&P 500 had its first daily gain of more than 5% since 2020, and its biggest outperformance vs. the Dow … Read more

Stocks in September Have Often Struggled. The Good News: The Selloff May Have Already Begun.

Illustration by Elias Stein Text size The stock market’s worst month—September—will soon be upon us. The S&P 500 index has averaged a 1% loss in September dating back to 1928, says Dow Jones Market Data. The Dow Jones Industrial Average has notched a similar September loss going back to 1896. It’s clearly the bad month … Read more

Warren Buffett Has Been Buying T-Bills. Here’s Why That’s a Smart Strategy.

Elias Stein Text size Warren Buffett parks most of Berkshire Hathaway ’s cash in ultrasafe U.S. Treasury bills, and individual investors may want to consider following Buffett’s lead now that the yields are as high as 3%. Treasury bills, which are U.S. government securities maturing in less than a year, are a good alternative to … Read more

Tesla’s Stock Will Split on Aug. 24

Illustration by Elias Stein Text size Tesla has given investors something to look forward to this coming week: a three-for-one stock split. As of the close of trading on Aug. 24, Tesla shareholders will get a “dividend” of two extra shares. The next day, Tesla stock will start trading at the new price—a third of … Read more

25 Stocks That Could Rise on a Short Squeeze

Investors betting against electric-vehicle stocks take note: Five of 25 stocks that short-selling research firm S3 Partners identified this month as being at risk of a short squeeze are in the EV business. Short sellers fear short squeezes. To put on a short, investors borrow shares. If the stock falls, the short seller buys them … Read more

GM Stock Has Been Hammered, Which Makes Owning a Piece of Its EV Future a Bargain

Text size GM has been showing off its Cadillac Lyriq SUV electric vehicle, priced like Tesla’s Model Y. Courtesy of Cadillac Inflation, rising interest rates, and recession fears have all conspired against General Motors stock. Its shares are still worth owning. Barron’srecommended buying General Motors (ticker: GM) stock in early May. The timing wasn’t great. … Read more

Rates Are Rising and Stocks Are Taking a Beating. It Won’t End Soon.

Text size The market reacted violently to the Federal Open Market Committee, which hiked the federal-funds rate target by half a percentage point for only the second time this century. Spencer Platt/Getty Images Uncertainty on several fronts and a fast-changing world—economically, geopolitically, and otherwise—yields known knowns, known unknowns, and unknown unknowns for investors, to cite … Read more

How Putin’s War Made These 3 Fertilizer Producers Hot Stocks

Illustration by Elias Stein Text size Since Russia invaded Ukraine, shares of Saskatoon, Canada’s Nutrien , the Western Hemisphere’s top fertilizer maker, have climbed 37%. The Energy Select Sector SPDR exchange-traded fund, a proxy for Big Oil, is up only 13%. Fertilizer is derived from potash, phosphate, and natural gas. Russia and Belarus produce more … Read more

Carl Icahn Slashes Stake in Occidental Petroleum

Text size These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity’s attaining more than 5% in any class of a company’s securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Feb. 24 through March 2, … Read more