Investment Strategy


  • BofA Eliminates 'Some' Put-Back Risk Monday, 3 Jan 2011 | 3:57 PM ET
    Bank of America exterior shot.

    Bank of America shares are benefiting greatly from the bank’s deal with Fannie Mae and Freddie Mac that resolves a dispute over misrepresentations made about the quality of mortgages purchased by the GSE’s from Bank of America’s Countrywide unit.

  • Coming off a year when its stock was up 25 percent, Weight Watchers Intenational CEO and President David Kirchoff told CNBC Monday that the company’s biggest competitor has been the recession.

  • Why You Shouldn't Bet Against Apple at $300 Billion Monday, 3 Jan 2011 | 3:29 PM ET

    Apple continues to be the second most valuable U.S. company behind Exxon Mobil, which has a market cap of $375 billion (a 52-week high).

  • "While stocks should be boosted by good economic news flow, a variety of troubling factors could all contribute to fairly uneven progress—with spikes and dips for investors to navigate," says Tobias Levkovich of Citigroup.

  • Goldman Positions Itself for a Facebook IPO? Monday, 3 Jan 2011 | 1:45 PM ET

    Wall Street giant Goldman Sachs invested $500 million in the social media site Facebook, in a deal that values the company at $50 billion.  This has sparked renewed hope that Facebook IPO might be something we see by year-end 2011.

  • Buying Binge in Bank, Tech, Energy ETFs Monday, 3 Jan 2011 | 1:15 PM ET

    Volume strong on first day of trading year in the Nasdaq 100 ETFs; heavy buying in financials and energy ETFs as well. But watch out for downgrades.

  • As we kick off a New Year and new decade of trading, Philip Gotthelf, president and commodities analyst at Equidex, David Katz, CIO of Matrix Asset Advisors and James Moffett, portfolio manager at Scout International Fund said they see new opportunities in commodities, domestic and international stocks.

  • The growth trade in the U.S. is going to be dependent on the emerging markets, said Ronald Weiner, founder and CEO of RDM Financial Group.

  • US Economy Looks Better Than Expected: Gartman Monday, 3 Jan 2011 | 12:22 PM ET

    The surprise this year will be how much stronger the U.S. economy is compared to what most people might have thought, said Dennis Gartman, founder of the Gartman Letter.

  • Six in 60

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

  • Investors should place their bets in equities as the stock market is likely to see another double-digit total return in 2011, said Robert Doll, chief equity strategist at BlackRock.

  • New Year Brings New Money, Fresh Upgrades Monday, 3 Jan 2011 | 9:32 AM ET

    The markets aren't a stranger to getting a jolt on the first trading day of the year. Since 2000, the S&P 500 has moved up or down 1 percent on the first day of the year six times. And each time that has happened..?

  • Futures Jump on First Trading Day of 2011 Monday, 3 Jan 2011 | 9:17 AM ET

    Wall Street looks set to kick off 2011 with some strong gains. Stock index futures pointed to a sharply higher open, with many investing returning to the market following a week that saw volume hampered by a snowstorm in the Northeast and the holiday season.

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

  • The popular social networking site has raised $500 million from the investment bank and a Russian investor in a deal that values the company at $50 billion, the New York Times reports.

  • Week Ahead: Stocks Start New Year on an Up Note Saturday, 1 Jan 2011 | 10:50 AM ET
    New York Stock Exchange

    Stocks cross into 2011 with a positive tilt, but the December jobs report and other data will put investor faith in the recovery to the test in the very first week of the year.

  • How to Play Doug Kass’ 2011 Surprises Friday, 31 Dec 2010 | 6:22 PM ET
    Businessman with crystal ball

    Doug Kass, RealMoney Silver contributor and author of "The Edge," recently published his widely followed 15 Surprises for 2011. Below I have listed my favored aggressive ways to play eight of those surprises, which have investible actions available through ETFs. ...A report from TheStreet.

  • Stocks End 2010 with Double-Digit Gains Friday, 31 Dec 2010 | 5:18 PM ET

    Stocks ended just below record two-year highs with solid double-digit gains for the year after a quiet New Year's eve session that ended with the major indexes narrowly mixed. Alcoa and American Express rose, while Hewlett-Packard fell.

  • Market Insider: The Dollar Could Rebound in January Friday, 31 Dec 2010 | 4:01 PM ET

    The dollar is closing out December near its lows for the month, but odds are good that it will see a rebound in January.

  • Stocks Slip; Will End Year With Strong Gains Friday, 31 Dec 2010 | 3:54 PM ET

    Stocks turned negative in the final minutes of trading, but were on pace to end the year just below record two-year highs with solid double-digit gains for the year amid thin New Year's Eve trading. Alcoa rose, while Hewlett-Packard fell.