Investment Strategy


  • GS Cuts S&P 500 Year-End Target     Friday, 16 Sep 2011 | 3:13 PM ET

    The new year-end price target for the S&P 500 reflects the roller coaster of uncertainty on Wall Street. David Kostin, Goldman Sachs chief U.S. investment strategist provides perspective.

  • Are PBH's Glory Days Over?     Friday, 16 Sep 2011 | 2:26 PM ET

    Are pharmacy benefit managers becoming obsolete? CNBC's Herb Greenberg says consumers can now buy away from their PBM and insurance plans at Costco, Walmart, Target, and Walgreens.

  • The Call On Cogent     Friday, 16 Sep 2011 | 2:18 PM ET

    Shares of Cogent Communications enjoyed a nice bounce this week. Discussing the stake Warren Buffett's new hire has in the company, with Dave Schaffer, Cogent Communications CEO.

  • RIM: Bullish or Bearish?     Friday, 16 Sep 2011 | 2:17 PM ET

    Discussing what the BlackBerry maker can do to turn the company around, with Ted Schadler, Forrester Research principal analyst, and CNBC's Brian Shactman and Herb Greenberg.

  • Risky Assets     Friday, 16 Sep 2011 | 2:07 PM ET

    Are investors moving away from safe assets and towards the risk on trade? Stephen Wood, Russell Investments and Timothy Holland, TAMRO Capital Partners provide perspective.

  • Trader Triple Play: Cash In or Hold?     Friday, 16 Sep 2011 | 1:50 PM ET

    Should investors cash in on profits before the weekend or wait it out? Jonathan Corpina, Meridian Equity Partners; Lou Grasso, Milennium Futures, and Holly Liss, Citi provide their trades.

  • GS Shutting Global Alpha Fund     Friday, 16 Sep 2011 | 1:45 PM ET

    Goldman Sachs is shuttering its premier Global Alpha fund due to redemptions and poor performance. CNBC's Mary Thompson has the details.

  • The Hot File: Tech Superheroes     Friday, 16 Sep 2011 | 1:40 PM ET

    CNBC's Jon Fortt, Kayla Tausche, and John Carney, CNBC.com weigh in on the hottest tech stories of the day regarding Yahoo, Google and tablet wars.

  • 'Now Is the Time to Be Aggressive': LeFrak Friday, 16 Sep 2011 | 1:18 PM ET

    Lefrak Organization President Richard LeFrak told CNBC Friday he is not as bothered by the current economic situation because he is a long-term investor with capital to spend.

  • Is This the End for BlackBerry?     Friday, 16 Sep 2011 | 12:30 PM ET

    Digging deeper behind Research in Motion's numbers, with Tavis McCourt, Morgan Keegan managing director/communications technology analyst.

  • Bank on Bonds     Friday, 16 Sep 2011 | 12:22 PM ET

    Despite the recent lack of deals, the high-yield market is still well-positioned, according to David Albrycht, ,Virtus Investment Partners, who takes a look at a couple of issues in particular.

  • Any Future for Radio?     Friday, 16 Sep 2011 | 12:16 PM ET

    Cumulus completes its acquisition of Citadel Broadcasting, becoming the largest pure play radio broadcaster in the U.S. The details of the deal, with Lew Dickey, Cumulus Media president/chairman/CEO.

  • UBS' Chronic Condition     Friday, 16 Sep 2011 | 12:00 PM ET

    CNBC's Kate Kelly takes a look at the rogue trading that could spell disaster for UBS and its troubled investment bank.

  • Where's The Beef?     Friday, 16 Sep 2011 | 11:57 AM ET

    CNBC's Jane Wells has the details on the severe drought in Texas negatively impacting the cattle industry.

  • Gundlach Update     Friday, 16 Sep 2011 | 11:56 AM ET

    Former TCW fund manager Gundlach was found to have breached fiduciary duty and guilty of taking trade secrets to start DoubleLine Capital. CNBC's Brad Goode has the details in Los Angeles.

  • How Are Traders Playing?     Friday, 16 Sep 2011 | 11:51 AM ET

    A look at how traders are investing today, with Gordon Charlop, Rosenblatt Securities managing director and Matthew Cheslock, Cohen Capital Group senior specialist.

  • Geithner Meeting In Poland     Friday, 16 Sep 2011 | 11:29 AM ET

    CNBC's Michelle Caruso-Cabrera reports on the meeting in Poland between Treasury Secretary Timothy Geithner and European finance ministers. Weighing in on what the summit means for global investors, with Louise Cooper, BGC Partners market analyst; CNBC's Steve Liesman and Simon Hobbs.

  • Goldman Sachs: Buy, Sell or Hold?     Friday, 16 Sep 2011 | 11:14 AM ET

    CNBC's Mary Thompson has the details on Goldman Sach's hit by redemptions. Also, discussing the bigger picture for the investment bank, with Matt McCormick, Ball and Gainer Investment Counsel banking analyst and Doug Sipkin, Tisconderoga Securities analyst.

  • Obama's Pitch to Small Business     Friday, 16 Sep 2011 | 10:41 AM ET

    As President Obama pitches his jobs plans to small business, the NFIB reported small business optimism was down for a sixth consecutive month. Insight on whether the plan will work and businesses will hire, with Beezer Molten, Half-Moon Outfitters president/founder.

  • Handling the Euro Stress     Friday, 16 Sep 2011 | 10:39 AM ET

    Advice on how to handle the Euro stress, with Sony Kapoor, Re-Define managing director.