Investment Strategy


  • Is GoodHaven a Safe Haven?     Thursday, 21 Jul 2011 | 1:37 PM ET

    The GoodHaven Fund is up more than four percent. Discussing whether now is the time for investors to jump in, with Keith Trauner, GoodHaven Capital portfolio manager.

  • Mega Merger in Health Care     Thursday, 21 Jul 2011 | 1:20 PM ET

    Discussing whether the deal between Express Scripts and Medco will give a real leg up in pricing and competition, with Les Funtleyder, Miller Tabak portfolio manager.

  • Don't Overreact as Markets 'Meander': Strategists Thursday, 21 Jul 2011 | 12:54 PM ET
  • Take Your Position: Microsoft     Thursday, 21 Jul 2011 | 12:50 PM ET

    A look ahead of Microsoft earnings, with Brent Thill, UBS director/software analyst; and the Fast Money traders share their midday trades in Pops & Drops.

  • Busch: EU Debt Plan OK in the Short Term, Not in the Long Thursday, 21 Jul 2011 | 12:47 PM ET

    It's a busy day in Europe - and a complicated one for investors.

  • Time to Bail on Intel?     Thursday, 21 Jul 2011 | 12:40 PM ET

    Discussing the reasoning behind his downgrade of Intel, with Romit Shah, Nomura Securities.

  • Return of the Mega Deal     Thursday, 21 Jul 2011 | 12:15 PM ET

    The outlook for the M&A front and details on the current hot deals in the making, with Blair Effron, Centerview Partners co-founder.

  • What Options Are Saying on International Paper Thursday, 21 Jul 2011 | 12:12 PM ET

    This is the first paragraph/short story.

  • Stocks Climb, Led by Banks; Intel Slides Thursday, 21 Jul 2011 | 11:52 AM ET

    Stocks rallied across the board Thursday after some positive economic news, a draft document showing plans for a wide-ranging response to the euro zone debt crisis, in addition to a handful of positive earnings news.

  • Clarity on Debt Talks; Economic Concerns Persist Thursday, 21 Jul 2011 | 11:49 AM ET

    The stock market continues to be very sensitive to headlines on EU and U.S. debt talks this week. The Dow is up over 140 points as of this writing and is just shy of this month’s highs. The blue chip index is now just less than 100 points below its 3-year high set back at the end of April.

  • Express Script’s deal to acquire Medco Health Solutions for roughly $29 billion in cash and stock is being applauded by ESRX shareholders, but the key constituency on whether this deal will happen is likely to be the Federal Trade Commission.

  • Dialing Into Telecoms     Thursday, 21 Jul 2011 | 11:22 AM ET

    Insight on whether now is the time to invest in telecom stocks, with Frank Louthan, Raymond James, and Christopher Larsen, Piper Jaffray & Co.

  • Express Scripts to Buy Medco     Thursday, 21 Jul 2011 | 11:16 AM ET

    Insight on what the huge deal in the healthcare sector will mean for the industry going forward, with Eugene Goldenberg,BB&T Capital Markets.

  • Protecting Your Investments     Thursday, 21 Jul 2011 | 11:06 AM ET

    Advice for investors to protect and profit from investments during earnings season, with Andy Bischel, SKBA Capital Management and Joseph Duran, United Capital Financial Partners.

  • Six in 60

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

  • Mega Merger in Healthcare     Thursday, 21 Jul 2011 | 10:10 AM ET

    A look at what the deal between Express Scripts and Medco Health means for the already changing healthcare industry, with Steven Halper, Stifel Nicolaus managing director.

  • Former GM CEO Behind SunCoke Energy IPO     Thursday, 21 Jul 2011 | 9:50 AM ET

    Weighing in on the pricing behind the energy company's IPO, with Frederick Henderson, SunCoke Energy CEO.

  • Morgan Stanley: Q2 Milestone Quarter     Thursday, 21 Jul 2011 | 9:34 AM ET

    CNBC's Kate Kelly has the details on Morgan Stanley's Q2 earnings, labeling it as an important milestone. Morgan Stanley earned $9.3 billion in net revenues, a 17 percent rise from the same period last year.

  • Cramer's Mad Dash     Thursday, 21 Jul 2011 | 9:21 AM ET

    Mad Money host Jim Cramer shares his stocks to watch before the opening bell.

  • Futures Gain on Hopes of EU Bailout Deal Thursday, 21 Jul 2011 | 8:56 AM ET

    Futures rallied Thursday after a new bailout fund document stated it will extend loans to ease the euro zone debt crisis and as investors largely shrugged off a disappointing jobless claims news.