Harley-Davidson may be one of America's strongest brands, but the shares could be in for another rout.» Read More
The current market environment is a value investor’s dream, according to Patrick Becker Jr., co-manager of Becker Capital Management.
Citi's Kimberly Greenberger is looking for a turnaround in retail stocks sometime in the second half of next year. In the meantime, even the best of retailers are struggling.
Jack Ablin says consumer stocks are viable, but they must be picked carefully. "We've divided the consumer market into areas that consumers can buy with cash, versus areas that consumers need financing to buy," the chief investment officer of Harris Private Bank told CNBC. "Clearly, anything that needs financing to buy is out."
For brave investors getting back into stocks, Juerg Zingg, managing partner at Q Investments, says that Xstrata, Rio Tinto and BHP Billiton are smart bets in the basic resource sector; while oil services companies like Fugro, Seadrill and Noble Corp. are attractive; and refiners such as Valero and Petroplus look good.
Cozad Asset Management's Ron Kiddoo says stock-market investing is a tricky business, particularly because of the timing — but he thinks the time has come to get involved in some specific sectors.
The options volumes on commodity ETFs are crazy busy Wednesday. The GLD exchange traded fund, which is designed to reflect the price of gold bullion, is seeing some 90,000 contracts change hands against average daily turnover of 53,000. Also: Options action on crude oil, silver and gold mining ETFs!
Stock markets are backsliding on "Fed fatigue" — but strategists Jim O'Shaughnessy and Jim Herrell told CNBC that certain sectors are going to be "flooded" with money in the wake of the Fed decision.
BlackRock vice chairman and global chief investment officer of equities Bob Doll says it's time to re-introduce risk into portfolios.
Boeing is seeing heavy options activity Tuesday, mostly on the call side. BA's 20-day average volume is 16,400 options daily, but this morning 26,000 contracts traded in the first 45 minutes alone. As the stock is up some 3 percent to about $40 at midday, calls outnumber puts by a margin of 15,000 to 11,900.
We know all too well about the victims of the market's recent misfortunes, but what about those who have survived — and even thrived? Count Tom Forester and his five-star Forester Value Fund among those.
Steven Leuthold says investors are now faced with the best opportunities in 46 years. "We're down in the low 6, 7 percent of historical valuations, when we look at P/Es," the founder and chairman of Leuthold Weeden Capital Management told CNBC. "To me, it's like a kid in a candy store! We've got values all over here for people that are patient."
Mike O'Rourke, chief market strategist at BTIG Bass Trading, and Scott Burns, equity analyst at Morningstar, discuss whether certain exchange-traded funds (ETFs) are exacerbating market volatility.
Another day, another rumor that AK Steel is going to be taken over. While we have no information that can confirm or deny the interest, we do note unusually high options activity.
Goldman Sachs and Morgan Stanley report quarterly earnings this week. What's the story going forward for these financial giants? David Trone of Fox-Pitt offered his insights to CNBC.
Puts are trading heavily in shares of Marshall & Ilsley on Monday, after downgrades on the financial services firm.
Investors wanting to add stocks to their portfolio in the New Year should look for companies with strong balance sheets and cash flow like BSkyB, Nestle and Zurich Life, Anna Barnfather, head of equities research from Jefferies International, told CNBC.
Just like in physics, lawmakers reflexively follow the path of least resistance. And like water, they also seem to seek their own level and find the lowest point along the way...
Phil Orlando of Federated Investors has bad news and good news, and based on that news, he identifies some sectors where he believes stock buyers should be putting their money. Jerry Castellini of CastleArk Management thinks all that needs to happen is for government bailout grants to kick in.
Options traders are bearish on State Street, trading January puts in heavy volume. The financial services firm has seen a daily average of 1,800 put contracts over the last 30 days, but 14,000 traded in just the first 90 minutes of the session...
Thursday was a busy day in options on Charles Schwab, according to Rebecca Darst of NYSE Euronext. There was also wide-ranging options action among companies that make medical devices.