All that glitters: Golden opportunity?

All that glitters: Golden opportunity?

With political unrest and natural disasters around the world in recent weeks, investors rushed to gold as a safe haven and sent prices soaring. But while investors choose gold for many reasons, they may find that some gold-mining companies are a more attractive investment than the bullion itself.

Growing data traffic may power telecom company profits

Growing data traffic may power telecom company profits

The convergence of many types of high bandwidth content — especially video — on mobile devices, tablet computers, and Internet–connected television is generating rapid growth in data traffic on telecommunications networks. Forecasts suggest traffic may grow more than 30% annually over the next several years. Telecom companies may be able to translate data traffic into

Expiration of pharmaceutical patents challenges drug makers

Expiration of pharmaceutical patents challenges drug makers

Moody’s Investors Services recently gave the global pharmaceutical industry a negative outlook for the next 12 to 18 months, in large part due to the patent expirations of major drugs in 2011 and 2012. Some drug companies are already dealing with the effects of patent expiration and are increasing expansion efforts and merger-and-acquisition activity to

China tops U.S. in energy consumption

China tops U.S. in energy consumption

The International Energy Agency estimates that China has just surpassed the United States in overall energy consumption. What opportunities does this present for investors? Robust growth in China’s energy consumption Consumption of energy in China has doubled over the past decade, and the International Energy Agency (IEA) estimates that the country has just surpassed the

Consumers benefit, but not all consumer-sector stocks

Consumers benefit, but not all consumer-sector stocks

What are the potential implications for consumer-sector stocks? At the margin, we think the impact of increased regulation and taxation on financial services companies could be negative — particularly for businesses that touch the consumer directly, such as credit card companies. Anything that slows economic growth, increases uncertainty, or decreases confidence is negative. What are