Investment Strategy


  • What's On: Gambling, Pepsi's Noyii and CEO Pay Tuesday, 5 Oct 2010 | 7:59 AM ET

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

  • Will CEO Pay Disparity With Employees Continue? Tuesday, 5 Oct 2010 | 7:52 AM ET

    Share your opinion in today's poll.

  • Charts: S&P Could Stumble to 1,125 Tuesday, 5 Oct 2010 | 7:38 AM ET

    The S&P 500 is seeing renewed selling pressure after testing recent highs and could fall toward 1,125 points this week, Roelof van den Akker, chartist at ING Wholesale Banking, told CNBC Tuesday.

  • FCC Seeks More Info from Comcast, NBC Universal Tuesday, 5 Oct 2010 | 4:53 AM ET

    The Federal Communications Commission is requesting additional information from Comcast and NBC Universal as it reviews the cable operator's plan to acquire a controlling stake in the media company.

  • Gold

    The huge rally in gold is expected to continue—with $2,000 an ounce well within sight over the next decade, well-known commodities investor Jim Rogers told CNBC

  • Giant Disparities in Q3 Consensus Estimates Monday, 4 Oct 2010 | 4:44 PM ET

    We are entering Q3 earnings season. The good news: profits and margins are high. The bad news: the disconnect between the top and bottom line is huge.

  • 4 Beaten-Down Stocks with Short Squeeze Potential Monday, 4 Oct 2010 | 4:21 PM ET

    If the market is setting up to break out again, it's time to look for some stocks that have been beaten down and are heavily shorted and could be in store for a short squeeze ...A report from TheStreet.

  • Buy These Health Care Stocks: Strategists Monday, 4 Oct 2010 | 3:01 PM ET

    Two smaller health care stocks are hitting all time highs, so should you be getting in on these so-called 'stealth' stocks? Jeff Johnson of Robert W. Baird, and Arthur Henderson at Jefferies & Company, shared their plays.

  • Beware—10-12% Pullback Possible This Month: Pro Monday, 4 Oct 2010 | 2:55 PM ET

    Stocks slipped after a report showed a decline in factory orders and only a slight rise in pending home sales. Mike Rubino, president of Rubino Financial, and Larry Rosenthal, president of Financial Planning Services, shared their market outlooks.

  • Mastercard, Visa Rally on Statement Monday, 4 Oct 2010 | 2:26 PM ET

    The two firms had been the subject of an antitrust probe over rules that would allow merchants to steer customers to less expensive forms of plastic, which would reduce costs to merchants and potentially hurt profits.

  • Legislating 'Common Sense' for Brokers Monday, 4 Oct 2010 | 2:20 PM ET

    I just got a note from an analyst, who said he was at a conference in Washington where CFTC chief Gary Gensler was speaking. Gensler spent half his speech to an OTC derivatives group talking about the flash crash sequence of events, focusing on how dealers should maybe have to have responsibilities not to submit market-destabilizing orders.

  • More 'Less Bad' Econ Data Monday, 4 Oct 2010 | 11:18 AM ET

    The "less bad" economic parade continues this morning. August pending home sales (which measures contracts, not closings, and is a more forward-looking indicator), up 4.3 percent sequentially, was notably stronger than consensus of up about 1 percent.

  • Stocks to Watch: Costco, Kellogg and More ... Monday, 4 Oct 2010 | 11:03 AM ET
    Six in 60

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

  • Art Cashin: Markets Could See 'a Real Reversal' Monday, 4 Oct 2010 | 10:31 AM ET

    Stocks opened lower Monday, then turned mixed, ahead of a week filled with earnings reports and economic news—including the big government employment data release on Friday. Art Cashin, director of floor operations at UBS Financial Services, shared his insights.

  • Busch: What Jobs and Currencies Have in Common Monday, 4 Oct 2010 | 10:30 AM ET

    The outcome of these themes will likely be a narrative of expanding global growth with a weak US perspective that leads to further "Risk-On" trading with a twist.

  • Gold Is Not The Next Disaster Monday, 4 Oct 2010 | 9:55 AM ET
    Gold Bars

    With gold hitting all-time highs, talk about a gold bubble grows increasingly louder. The skeptics say that this commodity cannot go higher and a crash is inevitable. Abandon this tangible asset before it's too late, they cry. I disagree.

  • The New Foreclosure Quagmire Monday, 4 Oct 2010 | 9:34 AM ET

    Lots of talk on trading desks about this new foreclosure quagmire for banks, where officials at several banks appear to have not read the documents as required by law. More important is the allegation that many are unable to prove they own the note.

  • Abby Joseph Cohen

    The economy is highly unlikely to re-enter recession and that means the stock market will keep moving higher, though not as much as previously expected, Goldman Sachs analyst Abby Joseph Cohen said.

  • What's On: Sanofi, Varian and Europe Travel Monday, 4 Oct 2010 | 8:11 AM ET

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

  • Would You Cancel Europe Trip Over Terror Alert? Monday, 4 Oct 2010 | 7:52 AM ET

    Share your opinion in today's poll.