Investment Strategy


  • Markets Stepping Off a Curb, Not a Cliff     Friday, 23 Sep 2011 | 1:18 PM ET

    Are the markets oversold? Discussing buying opportunities in dividend and cyclical stocks, with Steve Auth, Federated Investors, and Jack Albin, Harris Private Bank.

  • Financials: Pain or Gain on Deck?     Friday, 23 Sep 2011 | 1:18 PM ET

    Financials have taken a beating from recession fears, Q3 outlooks, and exposure questions in Europe. Robert Albertson, Sandler O'Neill, and Anton Schutz, Mendon Capital, provide perspective and analysis of some sector plays.

  • Midday Bond Update     Friday, 23 Sep 2011 | 1:04 PM ET

    Jim Iuorio, TJM Institutional Services has the update on Treasury bond yields, saying today is not the day to sell bonds.

  • NYSE Midday Update     Friday, 23 Sep 2011 | 1:03 PM ET

    CNBC's Mary Thompson reports on the trading day from the NYSE.

  • Big Banks May Hold Earnings Surprises Friday, 23 Sep 2011 | 1:02 PM ET

    Citigroup, Bank of America, JPMorgan Chase and Wells Fargo look to have a weak third quarter ahead of them when they report next month, but expectations are so low they may have a chance to surprise to the upside.

  • Is the Banking System Broken?     Friday, 23 Sep 2011 | 12:55 PM ET

    The Fast Money traders take a look at the pop in financials and the midday market movers.

  • MGM CEO on Fed Policy     Friday, 23 Sep 2011 | 12:15 PM ET

    The rebound in the Las Vegas gaming sector continues despite a slow economy, says James Murren, MGM Resorts CEO

  • Is Meg Whitman Underestimated?     Friday, 23 Sep 2011 | 12:00 PM ET

    Discussing whether there is an underestimation of Meg Whitman's operational ability, with CNBC's Brian Sullivan, David Faber, Gary Kaminsky, and Paul Wick, J. & W. Seligman Co.. "Meg is a very, very smart woman, and no doubt about that," says Faber.

  • Market Insiders Take on HP's New CEO     Friday, 23 Sep 2011 | 11:45 AM ET

    A reaction from shareholders and market insiders on Meg Whitman's strategy for HP, with Donald Yacktman, Yacktman Asset Management; Aaron Rakers, Stifel Nicolaus Equity Research; Shaw Wu, Sterne Agee; Ronald Gruia, Frost and Sullivan; James Stewart, The New York Times; and CNBC's Herb Greenberg.

  • HP Board Should've Looked Harder for CEO: Analyst Friday, 23 Sep 2011 | 11:42 AM ET
    Meg Whitman, former eBay CEO

    Hewlett-Packard should've taken more time looking for a chief executive to replace Leo Apotheker, Sanford C. Bernstein analyst Tony Sacconaghi told CNBC Friday.

  • HP Says PC Business is Not for Sale Friday, 23 Sep 2011 | 11:32 AM ET
    Meg Whitman, former eBay CEO

    Hewlett-Packard’s top brass indicated Friday that the company isn't going to sell its personal computer division, despite widespread speculation to the contrary.

  • Art Cashin: 'Massive Rally' Expected Soon Friday, 23 Sep 2011 | 10:57 AM ET

    Stocks could be in for very choppy trading on Friday following the heavy sell-off in the previous session, but get ready for a “massive rally” sometime next week, said Art Cashin, director of floor operations at UBS Financial Services.

  • Market Volatility & Small Business     Friday, 23 Sep 2011 | 10:51 AM ET

    Insight on how the market volatility is changing small business operations, with Larry Mocha, Air Power Systems and Cristi Cristich, Cristek Interconnects.

  • Apotheker Out at HP, Now What?     Friday, 23 Sep 2011 | 10:32 AM ET

    Insight on whether the CEO changes at Hewlett-Packard will be the answer to the downbeat stock performance, with Tony Sacconaghi, Sanford Bernstein, and CNBC's David Faber has the preview of his interview with Meg Whitman.

  • Dow on Worst Week Track Since Oct. 2008     Friday, 23 Sep 2011 | 10:30 AM ET

    Analysis on where investors should go from here, as the markets are still on track for the worst week since October 2008, with Arthur Hogan, Lazard Capital Markets and Michael Gibbs, Morgan Keegan.

  • Apple's Growth Potential     Friday, 23 Sep 2011 | 10:16 AM ET

    A new report says that Apple hasn't even scratched the surface of its growth in profit potential in emerging markets, such as China. A look at the billions more in profits the company can make, with Kublinder Garcha, Credit Suisse managing director/analyst.

  • Bulls See Campbell Soup Heating Up Friday, 23 Sep 2011 | 10:13 AM ET

    Campbell Soup was one of the few stocks to show gains in yesterday's market meltdown, and one large option trader is counting on more.

  • HP Changes CEO, More Changes to Come?     Friday, 23 Sep 2011 | 10:05 AM ET

    Insight on whether Hewlett-Packard's decision to name Meg Whitman as CEO will put the shareholder at ease, with Patrick Becker, Jr., Becker Capital Management principal.

  • Invest in Gold?     Friday, 23 Sep 2011 | 9:40 AM ET

    Weighing in on whether gold is still a safe bet, with Imaru Casanova, MLV & Co. managing director/equity research analyst.

  • Opening Bell Countdown     Friday, 23 Sep 2011 | 9:22 AM ET

    The buzz from the trading floor, with John Brady, MF Global.