Investment Strategy


  • McDonald’s — Why One Analyst Is Lovin' It Tuesday, 13 Dec 2011 | 4:06 PM ET

    Although McDonald’s recent rally in the stock market has pushed its shares to trade at all-time highs, one analyst still maintains a "buy" rating on the fast-food giant as investors flee to safety stocks.

  • Market Outlook Post Fed Statement     Tuesday, 13 Dec 2011 | 4:06 PM ET

    What does the Federal Reserve's statement today mean for the markets? Carl Lantz, U.S. Interest Rate Strategy Group and Wilmer Stith, MTB Intermediate Term Bond Fund weigh in.

  • Santelli's Bond Report Wrap     Tuesday, 13 Dec 2011 | 4:03 PM ET

    CNBC's Rick Santelli breaking down Tuesday's moves in the bond market.

  • Gold's Next Move     Tuesday, 13 Dec 2011 | 3:50 PM ET

    Gold prices are down $35 today without the Fed's promise of QE3. CNBC contributor Jordan Kotick shares insight into where gold will go next.

  • Best Buy's efforts to boost sales — particularly on Black Friday — by deep discounting took a heavy toll on gross profit margins, resulting in the retailer missing quarterly earnings estimates, Brian Nagel, senior research analyst at Oppenheimer & Co., told CNBC Tuesday.

  • Betting on Bonds     Tuesday, 13 Dec 2011 | 3:43 PM ET

    Treasurys are up again after a sale of $21B worth of 10-year notes. Discussing Tuesday's market moves, with Brian Edmonds, Cantor Fitzgerald.

  • How to Play the Euro Into Year End Tuesday, 13 Dec 2011 | 3:35 PM ET

    The outlook for the euro is iffy at best, this strategist says - but watch out for positioning risks.

  • Uncertainty Rules!     Tuesday, 13 Dec 2011 | 3:33 PM ET

    The Fed's statement left interest rates unchanged. The outlook for stocks going into the end of the year, with Steve Neimeth, Sun America Asset Mgmt, and Joe Quinlan, U.S. Trust.

  • 5 Most Shorted Big Bank Stocks Tuesday, 13 Dec 2011 | 2:40 PM ET

    Want to know which banks investors are currently betting against? Take a look at the short interest ratio, which divides average trading volumes by outstanding short interest.

  • 5 Star Stock Strategy     Tuesday, 13 Dec 2011 | 2:34 PM ET

    Sharing stock picks for value, with Mark Travis, Intrepid Capital Funds president, including defense contractor, ManTech Intl.

  • Nothing to 'Verizon Buying Netflix' Rumor: Analyst Tuesday, 13 Dec 2011 | 2:22 PM ET

    "We get rumors Netflix is going to be acquired every month. It’s either Amazon or Microsoft or Verizon or somebody else," said Piper Jaffray analyst Michael Olson.

  • Fed Statement: No Change in Interest Rates     Tuesday, 13 Dec 2011 | 2:12 PM ET

    CNBC's Hampton Pearson reports the Fed pledges to keep rates exceptionally low through at least mid-2013. Discussing the Fed's decision and its impact on the economy, with Gina Sanchez, Roubini Global Economics; Bill Gross, Pimco; Josh Brown, Fusion Analytics; and Stephen Gallo, Schneider Foreign Exchange.

  • Fed Decision Imminent     Tuesday, 13 Dec 2011 | 2:01 PM ET

    A preview of the FOMC meeting, with CNBC's Steve Liesman; Bill Gross, Pimco founder/co-CIO; and Josh Brown, Fusion Analytics.

  • Risk Management & Retirement     Tuesday, 13 Dec 2011 | 1:53 PM ET

    CNBC's Sharon Epperson spoke with financial advisors about how they're positioning their portfolios for "tail risks" in retirement.

  • "We know that 80% of the growth that's going to take place in the tire industry in the next 20 years will take place in emerging markets," says Pete Selleck, Michelin chairman/president, discussing his company's global outlook.

  • Bullish Outlook: China 2012     Tuesday, 13 Dec 2011 | 1:40 PM ET

    Has China engineered a "soft landing" steered itself for a bull run in 2012? Jim Oberweis, Asset Mgmt. president, weighs in, saying, "the downside risk is somewhat limited because the government has the balance sheet, if they want to, to make the landing soft."

  • Thai Floods Hit Many Techs     Tuesday, 13 Dec 2011 | 1:22 PM ET

    Flooding in Thailand has cut the world's supply of hard disk drives. Discussing which companies are most likely to be affected, with Brian Blair, Wedge Partners principal.

  • Madigan's $15.5B Worth of Advice     Tuesday, 13 Dec 2011 | 1:18 PM ET

    Sharing perspective on some of the best trades even with all the macro risk in Europe, with Richard Madigan, JPM global access funds CIO.

  • "Europe is going into recession and the ripple effect on global growth next year is the story," says strategist Peter Boockvar. "To think we can avoid it is delusional."

  • Time to Buy CRM?     Tuesday, 13 Dec 2011 | 12:53 PM ET

    A look at shares of Salesforce.com and whether weakness does present a buying opportunity, with Walter Pritchard, Citi director/software analyst.