Investment Strategy


  • What Bulls Need for 'Goldilocks' Return Wednesday, 1 Dec 2010 | 5:17 PM ET

    There are three legs to the bulls' stool. For the last couple weeks, bulls have been arguing — successfully — that two legs of the stool were firming up.

  • Stocks Hold Strong Gains Ahead of Close Wednesday, 1 Dec 2010 | 3:54 PM ET

    Stocks continued to soar more than 2 percent on the first day of December after news the Federal Reserve's regional survey showed growth is rising throughout most of the U.S.  The market was strong from the start after an upbeat report on private sector jobs and news that manufacturing activity in China reached a seven-month high. Home Depot and Microsoft rose.

  • How to Buy Stock in Private Companies Wednesday, 1 Dec 2010 | 2:34 PM ET

    For the first time ever investors now have access to private companies before they go public, Barry Silbert, founder and CEO of SecondMarket, the largest secondary market for alternative assets, told CNBC on Wednesday.

  • IMF Fund: Will They or Won't They Give More? Wednesday, 1 Dec 2010 | 2:27 PM ET

    Will they or won't they give more to the IMF? It may be tough even if they want to. Stocks popped up midday on a Reuters headline that the U.S. may back a larger Euro financial stability package via the IMF (citing an unnamed official), which was shot down by a Dow Jones headline an hour later.

  • How to Trade These 2 Dow Giants: Strategists Wednesday, 1 Dec 2010 | 1:35 PM ET

    Caterpillar was the top Dow gainer in November, while Boeing was the biggest laggard. What is the outlook for both stocks for the rest of the year? Brian Rayle, managing director and equity research analyst at Northcoast Research, and Alex Hamilton, aerospace and defense analyst at Early Bird Capital, shared their outlooks.

  • To Convert Or Not To Convert? Wednesday, 1 Dec 2010 | 1:32 PM ET

    You may want low tax rates to continue, but waiting too long to find out if that's really going to happen could have important consequences for your retirement savings.

  • Stocks Are Cheapest Assets—So Buy These: 4-Star Pro Wednesday, 1 Dec 2010 | 12:32 PM ET

    Stocks continued to advance Wednesday following good news on the private sector jobs front and a better-than-expected manufacturing data from China. How should investors be positioned going forward? Timothy Harder, CIO of Peak Capital and Ted Parrish, co-portfolio manager at Henssler Equity Fund shared their insights.

  • Sanofi-Aventis Unlikely to Raise Offer for Genzyme Wednesday, 1 Dec 2010 | 11:42 AM ET

    Sanofi is focused on that tender, but only on whether to extend it. Here's why.

  • Stocks Surge, Led by Energy; Home Depot Up Wednesday, 1 Dec 2010 | 11:33 AM ET

    Stocks climbed at the open after good news on private sector jobs added to better-than-expected manufacturing data from China, and a calmer tone in Europe, to lift investor sentiment. Home Depot and United Technologies rose.

  • ECB Could Send Major Message to World Markets Tomorrow Wednesday, 1 Dec 2010 | 11:22 AM ET

    The next 24 hours could prove a major turning point in Europe’s crisis, one that substantially reduces the risk for all investors on world markets.

  • Fed Loan Report Could Hit Regionals, Not Major Banks Wednesday, 1 Dec 2010 | 11:07 AM ET

    The Fed's massive data disclosure on which institutions got bailout money will be interesting from a historical standpoint but unlikely to be meaningful for investors.

  • Stocks to Watch: American Express, GAP and More ... Wednesday, 1 Dec 2010 | 11:00 AM ET
    Six in 60

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

  • Stocks climbed Wednesday after positive news on private-sector jobs added to better-than-expected manufacturing data from China. Mario Gabelli, chairman, CEO and CIO of Gamco Investors, shared his market outlook and best investment advice.

  • Farrell: What Obama Can Learn From Clinton Wednesday, 1 Dec 2010 | 10:33 AM ET

    Bill Clinton could sniff the political winds better than most 20th-Century politicians...President Obama is much more committed to his ideological slant, but that won't help his dream if he is a one-term President.

  • Markets Ride Weaker Dollar, Calmer Europe Wednesday, 1 Dec 2010 | 10:25 AM ET

    Trichet has made vague comments about the need to expand the European Central Bank's role in the crisis, and proposals are flying about issuing joint bonds for the entire euronation. Also helping: continuing strength in China.

  • The day David Faber cold-called me at JRO Associates, the hedge fund where I began my career two decades ago. Sure, it was the beginning of a beautiful friendship -- but could it have been a multi billion-dollar friendship, too? It's a question I can't help but ask, because David and I always talked about launching a hedge fund together.

  • Russia 'Cheap Compared to Everything': Strategist Wednesday, 1 Dec 2010 | 9:21 AM ET

    Fear of political instability and corruption allegations have kept many investors away from Russia, but now could be the time to take advantage of the emerging market as Europe is in the grip of a debt crisis and valuations are cheap, Roland Nash, chief strategist at Renaissance Capital, told CNBC Wednesday.

  • Futures Higher After Upbeat Payroll News Wednesday, 1 Dec 2010 | 9:15 AM ET

    U.S. stock index futures pointed to a strong open on Wednesday after good news on private sector jobs added to better-than-expected manufacturing data from China to lift investor sentiment.

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

  • The stock market starts December on a burst of economic news that may distract investors from Europe's sovereign debt worries.