20 stocks for the next bull market

Text size Crocs is among the stocks that have historically been most sensitive to changes in market-wide liquidity. Jamie McCarthy/Getty Images It is possible to identify stocks with a good chance of outperforming market averages in the next bull market. These are the ones that are particularly sensitive to changes in overall stock market liquidity, … Read more

New York Community Bancorp shares to benefit from signed banking agreement

Text size These reports, excerpted and edited by Barron’s, were recently published by investment and research firms. The reports are a sample of the analysts’ thinking; they should not be considered Barron’s opinions or recommendations. Some of the issuers of the reports have provided, or expect to provide, investment banking or other services to the … Read more

Charles Schwab and the Banking Mess: Assessing Business Risks

Charles Schwab is facing a tough few quarters as customers seek higher returns on their money. Photograph by Nicole Fara Silver Text size As Silicon Valley Bank imploded and regional bank stocks tumbled earlier this month, investors intensified their scrutiny of Charles Schwab — and sent stocks plummeting. Executives, including founder Chuck Schwab, moved quickly … Read more

First Republic Bank enlists Lazard’s assistance in reviewing strategic options

Bank of the First Republic FRC 29.47% bolsters its advisory ranks as the troubled lender seeks to stay afloat and plan for a post-crisis future amid a transatlantic crisis of confidence in the banking system. The California bank this week typed Lazard ltd. LAZ 3.23% to assist in the review of strategic options which could … Read more

2 Things That Will Make Rivian Stock Act Like Meta Stocks

Text size Rivian’s enterprise value is behind fellow electric vehicle start-ups Lucid, Polestar and Fisker. Kevin Dietsch/Getty Images Stock in Electric Truck Starter Rivian Automotive is trading terribly, over 80% off its IPO price of $78 per share and over 90% off all-time highs. The shares are also trading much worse than shares of other … Read more

Here’s What Happens to the IRS After You File Your Taxes

Jonathan Amy, a 74-year-old semi-retired neurologist in McLean, Va., is still awaiting a refund of nearly $10,000 on his 2020 taxes. His accountant electronically filed his extension statement in September 2021 and received a notification of acceptance from the Internal Revenue Service. Finally, last month, Mr. Amy contacted the Taxpayer Advocate Service, an independent watchdog … Read more

The critical role of smaller banks in the economy means distress increases recession risks

Main Street businesses and American families will likely find it harder to get a loan due to turmoil in the banking sector, economic growth and the risk of recession. “The risk in terms of SVB’s spark is real,” said Greg Daco, chief economist at EY-Parthenon, a strategy advisory unit of Ernst & Young LLP. The … Read more

Despite market volatility, retail investors went on a buying spree. These are the shares they picked up, says Vanda.

The turmoil in financial markets, as the failure of three U.S. banks and uncertainty surrounding a major European bank continues to loom, hasn’t stopped some investors from buying into this so-called stock market bottom at a given time last week. That’s according to a weekly report released Friday by Vanda Research, which said retail investors … Read more

“I feel like a sucker”: I bought shares for $18 after an IPO. The underwriter’s brokerage had a price target of $30. It fell below $1. How could they be so wrong?

I bought a stock when it went public last year. A major brokerage was the underwriter and had a price target of $30 on the stock. I thought it was a good idea to buy the stock at $18 because I thought it would go to $30. The stock yesterday was trading below $1. How … Read more

Opinion: Buffett loves cash dividends and here’s why you should too; plus 8 higher yielding stocks to get you started.

In this uncertain stock market, one all-weather investing tactic makes particular sense: owning stocks that pay an attractive dividend yield. “Dividends pay all the time. It doesn’t matter what’s happening in the broader market,” says Kelley Wright, editor of Investment Quality Trends, a dividend-focused action letter. Dividend stocks aren’t just defensive; they also play on … Read more