CNBC Pro highlights the three best strategy notes that came across our desk this week.» Read More
Consumer inflation rose by 4 percent over the last 12 months -- reflecting a 17 percent surge in energy costs and a 4.4 percent rise in food prices. Where are the safe investments in this environment? Jon Fisher, portfolio manager at Fifth Third Asset Management, named the sectors -- and the stocks -- that will thrive as inflation constinues to climb.
Arieh Coll, manager of the Eaton Vance Tax-Managed Multi-Cap Growth Fund, shares his best stock picks to beat the volatility blues. Hint: he names oil-&-gas, coal and wireless stocks.
Jack Welch, former General Electric chairman & CEO, took his replacement, current CEO Jeff Immelt, to task for the company's worse-than-expected first quarter earnings.
CNBC asked the experts where they would invest in this market environment, and here's a sampling of their recommendations.
The options market can provide clues to future stock movements. Rebecca Darst, equity options analyst at Interactive Brokers, told CNBC on Tuesday what the options market is saying about companies that are set to report this week.
Earnings season is in full gear. How can you game the market and play the disappointing earnings before they're reported reported? Jon Najarian, co-founder of optionmonster.com, and Andrew Wilkinson, senior market analyst at Interactive Brokers, both say the key is watching options trading.
To give investors an edge, CNBC asked market experts to share their best retail plays.
While the credit crunch forced General Electric to cut its forecast, its infrastructure divisions are reaping the benefits of fast-growing emerging markets. But Tim Seymour of Seygem Asset Management says look beyond GE for some of the best infrastructure and utility plays in the southern hemisphere.
The Morgan Stanley REIT Index is up more than 10 percent over the last three months. But will corporate real estate follow residential housing downward? Richard Anderson, senior research analyst at BMO Capital Markets, and Louis Taylor, senior REIT analyst at Deutsche Bank Securities, both agree that some REITs are still ripe for investment.
Earnings season has been glum so far -- but Frederick Lane is investing optimistically. The chairman and chief executive of Lane Berry & Co. shared his market outlook and trading advice with CNBC.
The days of $80 oil are over, according to Gerald Jordan, portfolio manager of the Jordan Opportunity Fund, and that is why he’s placing his bets on the oil services sector.
After a surprise gain in retail sales for March, CNBC asked CEOs of top retailers how they're faring.
As most investors turn away from financials, there could be a way to make opportunities to the downside, said Randy Frederick, Charles Schwab director of derivatives on "The Call."
Yahoo Inc's attempt to form an alliance with Google Inc to stave off Microsoft Corp could run into more trouble with antitrust regulators than Microsoft's unwelcome takeover bid. While Yahoo is seeking a business partnership with Google legal experts say any deal will draw heavy scrutiny.
Wall Street should brace for a round of profit warnings from U.S. technology companies this results season, as consumers and businesses rein in spending amid a weaker economy and record energy prices. The world's largest microchip company, Intel Corp spacer , kicks things off for the sector Tuesday, followed by top computer services provider IBM spacer Wednesday and Web search leader Google Inc spacer Thursday.
A steady stream of downbeat news seemed to leave the market unmoved for most of the week -- until the bluest of the blue chips, General Electric, posted first-quarter earnings that missed Wall Street expectations by seven cents per share, and lowered its full-year guidance.
"Health care" is two words -- and the health care sector is increasingly being viewed as two very different sectors: pharmaceuticals and managed care, which are in trouble; and medical devices and services, which are not. Paul Alan Davis of Charles Schwab Investment Management offered advice for playing the sector(s).
If you think options are a good indicator of future stock movements, you may want to keep an eye on the big cap techs and financials, according to two experts.
U.S. chief executives have lowered their expectations for domestic growth this year, but held their overall business outlook steady.
David Sowerby's got a way to play a weak dollar and an economic recovery at the same time. He should know: Sowerby is the Loomis Sayles portfolio manager who's just been named Stock Manager of the Year by Lipper.