Investment Strategy


  • SEC Probes China-US Stock Fraud Network Allegations Wednesday, 22 Dec 2010 | 11:41 AM ET

    Individuals with direct knowledge of the investigation say that the SEC is focusing on stock promoters, investment bankers, auditors and law firms that have been active in recruiting Chinese companies to U.S. stock exchanges and raising capital for those companies by selling new shares. ...A report from TheStreet.

  • Signs of Bullishness...and Complacency Wednesday, 22 Dec 2010 | 11:06 AM ET

    The S&P 500 is having its best December since 1991. The Investors Intelligence poll of newsletter writers showed bullishness at its highest level since Oct. 2007. And then there's...

  • Stocks to Watch: Playboy, SuperValu and More ... Wednesday, 22 Dec 2010 | 11:04 AM ET
    Six in 60

    Here's why you should keep a close eye on these six stocks.

  • 2011 Will Be 'Good' For Big Banks: Stock Picker Wednesday, 22 Dec 2010 | 10:49 AM ET

    While 2010 has been a year for the regional banks, 2011 will be best for the large financials, said Jeffery Harte, managing director in equity research at Sandler O’Neill.

  • Big Bull Bet on This Insurer's Shares Wednesday, 22 Dec 2010 | 10:26 AM ET

    CNO Financial has leveled off after a nice rally this month, but one bull believes that more gains are on the horizon for the insurance company.

  • Time for Markets to Rest? Wednesday, 22 Dec 2010 | 10:00 AM ET

    Time for a rest? S&P futures were largely unchanged Wednesday morning and the Dow opened slightly higher after GDP revisions. How much more can you expect? This December the S&P is up 6 percent, well above the 81-year average.

  • So as M&A fever hits a milestone, it seems private equity senses the moment is ripe for a public debut. Yet Blackstone—which just Tuesday raised $15 billion in its largest-ever fund— has performed miserably as a public entity: trading at around $14 per share, down more than 50 percent from its IPO price of $31.  So why are some money managers seeing opportunity in private equity stocks this time around?

  • Futures Weaken After After GDP Revision Wednesday, 22 Dec 2010 | 9:01 AM ET

    Stock index futures pointed to a mixed open for Wall Street Wednesday, with home sales data and a final figure for third-quarter economic growth among the main macroeconomic highlights.

  • Muni Bond Crisis May Be Similar to Euro Zone: Strategist Wednesday, 22 Dec 2010 | 8:46 AM ET

    A crisis in the municipal bond market in the US would be similar to the one sweeping through the euro zone now, Steven Major, global head of fixed income research at HSBC, told CNBC Wednesday.

  • What's On: Fed Survey, Garmin and Our Stocks Watchlist Wednesday, 22 Dec 2010 | 7:59 AM ET

    See what's happening, who's talking and what will be making headlines on Wednesday's Squawk on the Street.

  • Massachusetts home

    Existing home sales and revisions to third-quarter GDP are among the highlights for Wednesday's stock market, which could continue its quiet drift higher.

  • 2011 Won't Be 'Robust': TIAA-Cref CEO Tuesday, 21 Dec 2010 | 5:20 PM ET

    Roger Ferguson, the chief executive and president of pension fund manager TIAA-CREF, told CNBC Tuesday that he wouldn’t characterize 2011 as having a “robust” economy.

  • Stocks Gain; S&P Hits New Post-Lehman High Tuesday, 21 Dec 2010 | 4:50 PM ET

    Stocks rallied to new highs as the S&P 500 Index reached its highest close since Lehman Brothers went bankrupt in September 2008 amid light trading and several strong earnings reports. Bank of America and JPMorgan rose, while 3M fell.

  • S&P 500 Back at Pre-Lehman Bankruptcy Levels Tuesday, 21 Dec 2010 | 4:11 PM ET

    The rally continues…new highs for the S&P 500, with the index now up 6.3% this month. That gives the S&P its best December since 1991.

  • Stocks Extend Gains; JPMorgan, BofA Up Tuesday, 21 Dec 2010 | 3:55 PM ET

    Stocks reached new highs on modest gains Tuesday amid light trading and a series of good earnings reports and in the absence of key economic data.  JPMorgan and Bank of America rose, while 3M fell.

  • How to Profit When BRICs Acquire US Firms: Pro Tuesday, 21 Dec 2010 | 1:39 PM ET

    U.S. companies have recently gone on a “buying spree” for emerging market assets, but the money is about to flow in the opposite direction, with the BRICs using their cash reserves to buy up American firms, said Tim Seymour, founder of Seygem Asset Management.

  • Rally is Looking Tired and Overbought Tuesday, 21 Dec 2010 | 12:05 PM ET

    I've noted that major indices have been advancing to new highs, but on lackluster buying interest and flat breadth.

  • Stocks Advance; Banks Rise; 3M Slips Tuesday, 21 Dec 2010 | 11:40 AM ET

    Stocks rose as a series of strong earnings reports, coupled with M&A activity, gave a lift to market sentiment. JPMorgan and AmEx rose.

  • Goldman's O'Neill Sees 2011 as 'Year of USA' Tuesday, 21 Dec 2010 | 11:33 AM ET

    Improving growth, falling unemployment and a sense that the U.S. is returning to "normal" could fuel a 20 percent stock market gain and make 2011 the 'Year of the USA,' according to Goldman Sachs economist Jim O'Neill.

  • S&P to Rise 15-20% Next Year: Chief Investor Tuesday, 21 Dec 2010 | 11:27 AM ET

    We’re in a cyclical bull market that started last year but stocks are overbought for the moment, according to Art Nunes, CIO of Northwest Asset Management.