Investment Strategy


  • One Stock 'Christens' the Circuit Breakers Wednesday, 16 Jun 2010 | 5:49 PM ET

    The circuit breakers get christened. The Washington Post was the first stock that triggered the new circuit breakers. At 3:07pm ET, WPO was trading at roughly $454. Suddenly, there were three trades over $900 off the NYSE floor...

  • Stocks Flop as FedEx Skids; BP Gains Over 1% Wednesday, 16 Jun 2010 | 4:39 PM ET

    Stocks ended a rocky session flat Wednesday as a drop in housing starts and disappointing outlook from FedEx offset a strong industrial-production report. BP shares rose after the company agreed to halt its dividend.

  • What Coming Wave of Corporate Debt Means to Investors Wednesday, 16 Jun 2010 | 4:00 PM ET

    An estimated $1.7 trillion in corporate is coming due. While this is bad news for companies struggling to recover in a wobbly economy, this could be good news for investors.

  • $20 Billion Gulf Fund, Good for Investors? Wednesday, 16 Jun 2010 | 3:29 PM ET
    A sign warns the public away from the beach on Grand Isle, Louisiana. With oil covering many of the beaches, officials closed them to the public indefinitely on Saturday. Officials now say that it may be impossible to clean the coastal wetlands affected by the massive oil spill that continues gushing in the Gulf of Mexico.

    With up to 60,000 barrels of oil spewing into the Gulf on a daily basis, the $20 billion Gulf fund may be something worthwhile for investors.

  • What is the likelihood of a market double-dip and how should investors be prepared? Kent Croft, CIO and portfolio manager of Croft Value Fund and David Kelly, chief market strategist at JPMorgan Funds shared their insights.

  • Is FedEx a Bad Omen for Earnings Season? Wednesday, 16 Jun 2010 | 3:18 PM ET

    Earnings have topped expectations since the year began but a disappointing outlook from FedEx raised concern that more companies may follow. Is it a sign that a double-dip is coming?

  • New York Stock Exchange Traders

    Investors overreacted to the European debt problems and continue to let memories from the credit crisis exert too much emotional influence on their decisions, a panel of fund managers said Wednesday.

  • Stocks Rebound, Led by Techs; FedEx Skids Wednesday, 16 Jun 2010 | 2:28 PM ET

    Stocks recovered as techs rose and after a report that BP had agreed to place about $20 billion in escrow to pay claims resulting from the oil spill.

  • Pimco Making Foray Into BP Bonds: Bill Gross Wednesday, 16 Jun 2010 | 2:20 PM ET

    Bond giant Pimco has begun buying the high-yield debt of battered energy company BP, Pimco CIO Bill Gross told CNBC.

  • Fixed Capital Rules for Banks Not Needed: BNY CEO Wednesday, 16 Jun 2010 | 1:39 PM ET

    The Collins amendment, requiring fixed capital ratios for some banks, to the financial regulations reform bill isn’t needed, the Robert Kelly, the CEO and chairman of Bank of New York Mellon , told CNBC Wednesday.

  • BP Bonds Bounce, Insuring Them Still at a Record Wednesday, 16 Jun 2010 | 1:33 PM ET

    As investors debate whether high-yielding BP bonds are a good buy, the cost of insuring against default on those bonds continues to set new highs. BP bonds bounced, along with a temporary move higher in its stock, on news the company has agreed to set aside $20 billion in an escrow fund to pay claims from the Gulf of Mexico oil spill. The credit-default swaps for BP bonds have risen to a record...

  • Earnings Will Drive S&P to 1150-1170 by July: Strategist Wednesday, 16 Jun 2010 | 1:26 PM ET

    With stocks falling on lower-than-expected housing starts and FedEx's disappointing outlook, is it time to buy into the market weakness? Marc Pado, U.S. market strategist at Cantor Fitzgerald and Michelle Girard, senior economist at RBS shared their market outlooks.

  • Avoid GDP Growth Slump—Invest Here: Portfolio Manager Wednesday, 16 Jun 2010 | 1:02 PM ET

    Stocks slipped Wednesday after a report showed housing starts fell much more than expected. Charles Crane, managing director at Douglass Winthrop Advisors, and Sarat Sethi, partner and portfolio manager at Douglas C. Lane & Associates, shared their insights.

  • Obama's Unwise War on Technology Wednesday, 16 Jun 2010 | 12:30 PM ET
    Silicone Chip

    The Obama Administration is waging a silent, unwise war on high-tech, hell-bent on taming a few targets to bolster a get-tough image. The feds’ enmity toward what we’re best at—technology and making money on it—threatens our long-term economic recovery.

  • BP Collapse? Yes, Says Big Trader Wednesday, 16 Jun 2010 | 12:27 PM ET

    Trading has been decidedly bearish in BP since the Deepwater Horizon oil spill started in late April, and now one investor is positioning for a complete collapse.

  • Yoshikami: Singapore; An Investment Idea with Legs Wednesday, 16 Jun 2010 | 12:19 PM ET

    I'm in Singapore on an Asian research trip and I continue to be impressed with the trajectory of this region in terms of its growing influence on global economics.

  • Farr: Dollars and Gold: What Are They Worth? Wednesday, 16 Jun 2010 | 12:07 PM ET
    The European Debt Crisis - See Complete Coverage

    As metals go, gold is not particularly useful. It does very few things that other metals can’t do or do better. It’s soft and quite heavy. BUT, the stuff is really popular and worth a lot of money right now.

  • Banks Face Unknown 'Regulatory Risk' Wednesday, 16 Jun 2010 | 11:59 AM ET

    How much will regulatory reform cost the banks? The joint US House/Senate conference on regulatory reform is in the last two weeks of its reconciliation process, and it is looking like tougher versions of many parts of the bill may pass.

  • Farrell: Is Bad News Good for the Markets? Wednesday, 16 Jun 2010 | 11:42 AM ET
    The European Debt Crisis - See Complete Coverage

    The stock market wants to go higher though. It is sloughing off bad news. Be it a headline in the Wall Street Journal that says Spain is in trouble financially, Greece being downgraded by a rating agency or German sentiment taking a downturn, the market forges ahead. I guess bad news is just the formula for a rising market.

  • Valliere: Fear in the Halls of Congress Wednesday, 16 Jun 2010 | 11:11 AM ET

    There are times when stimulus is the only way to go – as the Chinese clearly realized a year and a half ago. They stimulated their economy by about 2-1/2 times the amount that the U.S. stimulated, as a percentage of GDP. Now China has a strong economy and the U.S. is growing modestly – in part because we stimulated too timidly.