Investment Strategy


  • Stephen Axinn

    The fate of some of the biggest takeover deals in recent weeks will ultimately rest in the hands of antitrust regulators, an antitrust attorney told CNBC Monday.

  • Morici: The Budget Follies Monday, 4 Apr 2011 | 1:26 PM ET

    Federal finances are in shambles, and Americans should be amused if not disgusted by the explanations and solutions both political parties offer.

  • The Masters of Advice  Monday, 4 Apr 2011 | 1:07 PM ET

    A look at why some dysfunction in the market is offering investors an opportunity rather than something to avoid, with James Paulsen, Wells Capital Management chief investment strategist.

  • Where Are the Earnings Pre-Announcements? Monday, 4 Apr 2011 | 1:00 PM ET

    With one week to go to the start of earnings season, there's been little in the way of high-profile earnings guidance. What's up? It's pretty simple: either CEOs are happy with the guidance they have given — or we've got some surprises coming.

  • Fast Flash & Call of the Day  Monday, 4 Apr 2011 | 12:47 PM ET

    Shares of The Blackstone Group make a run for a three-year high, and a look at casual dining stocks set to take off, with Mark Kalinoswki, Janney Capital Markets.

  • What's Trading Now  Monday, 4 Apr 2011 | 12:32 PM ET

    Silver and the gold, and the commodities trade doesn't appear to coming to a close, with CNBC's Scott Wapner and the Fast Money Halftime Report traders. Also, a look at the microchip trade, and what it will take for stocks to break out now, with Carter Worth, Oppenheimer.

  • Joe Heider, principal of Rehmann Financial, points to "Near record corporate earnings, record cash on the cash balance of corporations, low-borrowing costs, favorable tax treatment"—among other factors.

  • Stocks Turn Higher, Led by Materials Monday, 4 Apr 2011 | 12:09 PM ET

    Stocks traded slightly higher amid another day of quiet trading and after a week of strong gains.. GE and Wal-Mart rose, while Intel fell.

  • Buy Google While Sentiment Is 'Very Negative'? Monday, 4 Apr 2011 | 11:10 AM ET

    Sentiment is hard on Google stock right now, but with well-known companies, that’s typically when investors should buy, said Jason Helfstein, executive director and senior analyst at Oppenheimer & Co.

  • Six in 60

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

  • Chadwick: ‘Cash is King’ — In China and the US Monday, 4 Apr 2011 | 10:56 AM ET
    Apartments in China

    There is one valuable card that the Government holds and is using as a gargantuan source of capital: it owns all the land in China. It has developed a sophisticated profit system as the national landlord, reaping cash flow from a long term asset while not relinquishing its ownership.

  • Quality, great visibility, good returns and phenomenal cash flow are things that investors look for when investing in large-cap consumer staples, said John Faucher, senior analyst at JPMorgan.

  • The market just posted the best results in more than a decade. Could the good times possibly continue? In a word, yes—say those who look at history as a guide.

  • Futures Slightly Up; Central Banks in Focus Monday, 4 Apr 2011 | 9:21 AM ET

    Stock index futures rose slightly ahead of the open Monday as investors waited for direction from Federal Reserve speakers at the start of a week which will see central bank policy decisions take center stage.

  • Commodities Still Lead Stocks Monday, 4 Apr 2011 | 9:12 AM ET

    precious and base metals, as well as energy commodities advance, bringing commodity stocks with them...most global bourses are higher. And they are still looking to hook up...

  • Stocks Are Good Bet as Inflation Looms: Mobius Monday, 4 Apr 2011 | 7:36 AM ET

    Stocks are the safest place to be as inflation fears mount, Mark Mobius, Chairman, Templeton Emerging Markets Group, told CNBC Monday.

  • Mobius, Master of the Market  Monday, 4 Apr 2011 | 6:18 AM ET

    Mark Mobius, executive chairman, Templeton Emerging Markets Group, discusses companies around the world and the choices for investors. He also discusses his investing philosophy, which includes humility, the love of study and the willingness to work hard.

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

  • Five Things We're Watching: April 4, 2011 Sunday, 3 Apr 2011 | 9:08 PM ET
    Unit 4 at Fukushima nuclear power plant shown on March 16, 2011.

    No signs of agreement on the Federal budget, Southwest managing safety concerns, and Japan still wrestling with its troubled reactors. Here's what we're watching...

  • Jobs Report: Wake Up for the Fed?  Friday, 1 Apr 2011 | 7:13 PM ET

    Is now the time for the Fed to start tightening? David Gilmore, Foreign Exchange Analytics and Jim LaCamp, Macroportfolio Advisors, weigh in.