Investment Strategy


  • Dismal news on housing overwhelmed stocks Tuesday, and the markets now look to Wednesday's housing and durable goods reports with newly lowered expectations.

  • This update on Strayer Education's disagreement with the way the Education Department calculates its student loan repayment rates:  The department is telling us, at CNBC, that having heard Strayer's spacer complaints, it intends to do intential analysis.

  • Stocks Extend Losing Streak for a 4th Day Tuesday, 24 Aug 2010 | 4:38 PM ET

    Stocks fell for a fourth straight session Tuesday, ending at their lowest levels in seven weeks, after a dismal report on existing home sales stoked worries about the economic recovery. But several homebuilders finished higher amid some buzz that now might be a good time to get into the sector.

  • HP Shares: Bulls and Bears Make Their Case Tuesday, 24 Aug 2010 | 3:57 PM ET

    Hewlett-Packard is the company up for debate in today’s Stock Brawl segment during CNBC's “Closing Bell.”

  • Stocks Slide Over 1%; Homebuilders Climb Tuesday, 24 Aug 2010 | 3:51 PM ET

    Stocks continued their selloff Tuesday after a dismal report on existing home sales renewed worries about the economic recovery. Homebuilders and oil drillers rose.

  • 'Different Twist' on M&A Activity Tuesday, 24 Aug 2010 | 2:33 PM ET

    This is different from the period we saw where "activists were pushing to break-up companies, leverage up companies. This will be a different twist with potentially x amount of cash is enough," Leon Kalvaria, global head of consumer healthcare at Citigroup, told CNBC on Tuesday.

  • The Return of Greek Tragedy Tuesday, 24 Aug 2010 | 2:25 PM ET

    Economist Joseph Stiglitz warned that Europe is at risk of going into a double-dip. Meanwhile, Greece's 10-year climbed 30 basis points to 10.55 percent causing renewed concerns about the health of its economy. For right now it looks like the European recovery is showing signs of weakening and possibly sliding back.

  • Oil prices fell for a fifth day Tuesday. Should you invest in oil as a physical commodity or in oil stocks? Darren Gacicia, vice president and equity analyst at Dahlman Rose, and Jerry Castellini, president and CIO of CastleArk Management, shared their insights.

  • Why Markets Will Avoid Double-Dip: Chief Strategist Tuesday, 24 Aug 2010 | 1:59 PM ET

    With the markets lower for the fourth trading session, are we headed for a double-dip? David Kelly, chief market strategist at JPMorgan Funds and Sandy Lincoln, investment strategist at M&I Investment Management shared their insights.

  • Inside the Cloud Tuesday, 24 Aug 2010 | 1:23 PM ET

    First there was the dot-com boom — now there’s the cloud explosion.

  • Behind the Weak Trading Start Tuesday, 24 Aug 2010 | 12:33 PM ET

    Spreads of sovereign debt are wider in several peripheral European countries, and stocks are down in Ireland, Greece and Spain. The S&P 500 is at a four-week low; the yield on the 10-year US Treasury note is back to the lowest yield since March 2009.

  • M&A: Only the Beginning? Tuesday, 24 Aug 2010 | 11:48 AM ET

    Last week’s burst of M&A activity — and its continuation to start this week — suddenly made the often-quiet end of August a lot more interesting.

  • Economy Caught in Depression, Not Recession: Rosenberg Tuesday, 24 Aug 2010 | 11:23 AM ET

    Positive gross domestic product readings and other mildly hopeful signs are masking an ugly truth: The US economy is in a 1930s-style Depression, economist David Rosenberg said Tuesday.

  • 2011 Will Be a Mix of Caution and Hope: Sorrell Tuesday, 24 Aug 2010 | 11:12 AM ET
    Sir Martin Sorrell, chief executive of British advertising agency WPP Group.

    The business sentiment by 2011's end will be a mixed bag—combining the contraction of 2009 and the slight expansion of 2010—Sir Martin Sorrell, CEO of WPP Group, the world’s largest advertising agency told CNBC Tuesday.

  • Stocks Pare Losses After Housing-Induced Slide Tuesday, 24 Aug 2010 | 11:11 AM ET

    Stocks pared their losses Tuesday as homebuilder, telecom and some consumer stocks recovered after a sharp drop triggered by a dismal report on home sales.

  • Stocks to Watch: Goodyear, Medtronic and More ... Tuesday, 24 Aug 2010 | 11:08 AM ET
    Six in 60

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

  • Art Cashin: Bond Yields Reinforce 'Bad' Economy Tuesday, 24 Aug 2010 | 11:07 AM ET

    The Dow tumbled more than 150 points Tuesday after a report showed a sharp drop in existing-home sales, confirming the market's worries about the recovery. Art Cashin, director of floor operations at UBS Financial Services, discussed his insights.

  • Futures Fall as Summer Slump Continues Tuesday, 24 Aug 2010 | 8:18 AM ET

    U.S. stock index futures pointed to a sharply lower open Tuesday, continuing a late-summer slump for the major indexes, as investors took no encouragement from a pickup in merger activity.

  • What's On: Burger Wars, Oil Stocks and 3Par Tuesday, 24 Aug 2010 | 8:12 AM ET

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

  • Is the 'American Dream' in Trouble? Tuesday, 24 Aug 2010 | 7:57 AM ET

    Share your opinion in today's poll.