Investment Strategy


  • Nasdaq Talks With ICE About NYSE Bid Are Ongoing Wednesday, 23 Mar 2011 | 3:09 PM ET
    NASDAQ MarketSite Tower, Times Square, New York, NY

    A source close to Nasdaq  tells CNBC that discussions with the ICE about a competitive bid for the NYSE  ongoing, and that the U.S. exchange operator sees a potential deal as an "opportunity" rather than a necessity.

  • Housing Optimism Never Dies Wednesday, 23 Mar 2011 | 3:08 PM ET

    Analysts have been calling for a bottom in the housing market for 18 months...they still are! Despite historic lows in new home sales for February, terrible existing home sales as well, traders and analysts keep looking for the sunny side.

  • Miller: Bullish on Stocks  Wednesday, 23 Mar 2011 | 2:02 PM ET

    The bulls are set to stampede down Wall Street, according to Bill Miller, chairman, chief investment officer & portfolio manager, Legg Mason Capital Management.

  • 'Strong Buys' in the Energy Sector: S&P Analyst Wednesday, 23 Mar 2011 | 1:38 PM ET

    Most oil companies are trading higher, helped by a surge in crude prices, according to Michael Kay, equity analyst at S&P.

  • Big Hopes For Big Lots? Wednesday, 23 Mar 2011 | 1:14 PM ET
    Big Lots

    The stock is up 39% so far this year and a whopping 94% over the past three years. Is the stock price justified?

  • Events in Europe 'Coming to a Head': Bond Manager Wednesday, 23 Mar 2011 | 12:57 PM ET

    The events in Europe are finally coming to a head, David Albrycht, executive managing director and portfolio manager of Virtus Investment Partners, told CNBC on Wednesday.

  • Midday Call of the Day  Wednesday, 23 Mar 2011 | 12:42 PM ET

    A look at markets overseas and the impact it has on U.S. stocks, with Brian Pitz, UBS.

  • Treasurys Should 'Definitely' Be Shorted: Chief Investor Wednesday, 23 Mar 2011 | 11:53 AM ET

    US Treasurys should “definitely” be shorted, as rising rates are going to be a concern once the fears over Japan and Middle East settle, according to James Shelton, CIO of Kanaly Trust.

  • Why New Home Sales Are So Bad Wednesday, 23 Mar 2011 | 11:37 AM ET
    CNBC Investor Guide to Spring Real Estate 2011 - See Complete Coverage

    It's a pretty simple story: existing home sales are continuing to sell at a much bigger discount to new home sales than has historically been the case.

  • Stocks Fall Amid Global Tensions; Banks Skid Wednesday, 23 Mar 2011 | 11:31 AM ET

    Stocks extended losses Wednesday amid a plunge in new home sales, news of a bus explosion in Jerusalem, and as the crisis at the tsunami-hit nuclear power plant north of Tokyo continued.  BofA skidded, while Alcoa gained.

  • Which Food Companies Have Pricing Power? Wednesday, 23 Mar 2011 | 11:28 AM ET

    Even as food prices continue to climb, the following consumer staple companies should still have pricing power, said Jonathan Feeney, senior analyst at Janney Capital Markets.

  • Should Investors Sell BofA Stock?  Wednesday, 23 Mar 2011 | 11:23 AM ET

    As the Fed rejects Bank of America's dividend plan, is now the time for investors to reject the stock? Insight with Daniel Alpert, Westwood Capital, and CNBC's Mary Thompson.

  • Dollar Gains as Euro Temporarily Hit by Debt Crisis Woes Wednesday, 23 Mar 2011 | 10:50 AM ET

    The was weaker Wednesday morning on a trifecta of concerns. First, the expectation that Portugal's government will crumble after its parliament rejects an austerity budget raises the prospect the country will become the third in the euro zone to need a bailout.

  • Portugal Expected to Nix Austerity, Seek Bailout Wednesday, 23 Mar 2011 | 10:50 AM ET

    Traders are expecting the Portugese parliament to reject a government austerity measure, which means the minority Socialist government is likely to collapse and that Portugal will follow Greece and Ireland in seeking an EU bailout.

  • Behind the Curtain at Disney  Wednesday, 23 Mar 2011 | 10:05 AM ET

    CNBC's Mary Thompson has the story on advisors raising questions about Steve Jobs' attendance at Disney board meetings.

  • Stock Market Is Only Halfway Through Bull Run: Birinyi Wednesday, 23 Mar 2011 | 9:25 AM ET
    NYSE traders

    The stock market is only about halfway through a bull run that will catapult the Standard & Poor's 500 another 60 percent over the next two to three years, well-known analyst Laszlo Birinyi told CNBC.

  • Futures Drift Lower on Global Concerns Wednesday, 23 Mar 2011 | 9:17 AM ET

    Stock index futures slumped ahead of the open Wednesday after Tokyo stocks once again tumbled and the crisis at the tsunami-hit nuclear power plant north of Tokyo appeared far from over.

  • Early Trading & Oil Check  Wednesday, 23 Mar 2011 | 6:30 AM ET

    An outlook on the markets, with Peter Beutel, Cameron Hanover president/author and Matt Zeman Kingsview.

  • Fed’s Fisher Bemoans 'Lindsay Lohan' Politics Wednesday, 23 Mar 2011 | 5:26 AM ET
    Richard W. Fisher, president of the Federal Bank of Dallas

    Lawmakers must abandon the habits of 'Lindsay Lohan Congresses' of spending addiction, Richard Fisher, president and CEO of the Federal Reserve Bank of Dallas, told CNBC.

  • Germans Losing Patience with Picking Up Tab Wednesday, 23 Mar 2011 | 1:45 AM ET

    The German public opinion is increasingly against the idea of paying to save the weaker euro zone periphery member countries, Erik Nielsen, chief European economist at Goldman Sachs, told CNBC.