Investment Strategy


  • Enterprise Tech Companies to Focus On: Portfolio Manager Wednesday, 11 Nov 2009 | 10:09 AM ET

    Markets opened higher on Wednesday as the dollar hit a new 15-month low after Federal Reserve reinforced the view that rates will remain low for some time. How should investors be positioned? Kevin Rendino, portfolio manager at BlackRock shared his market insights.

  • The New Dow Target Wednesday, 11 Nov 2009 | 9:46 AM ET

    S&P futures up pre-open on two drivers: 1) new lows for the dollar and 2) strong Chinese economic numbers.

  • Politics May Boost Oil Price Further: Analyst Wednesday, 11 Nov 2009 | 8:50 AM ET

    The price of oil looks set to rise further as political factors limiting investment will join rising demand and a weak dollar among factors pushing up prices, analysts told CNBC Wednesday.

  • This Chemical Company Will Rally into 2010: Trader Wednesday, 11 Nov 2009 | 7:44 AM ET

    Eastman Chemical broke out of a three-month range this week, and one trader is making a large bet that the stock will continue rising into 2010.

  • Futures Rise on Fed Forecast, China Growth Wednesday, 11 Nov 2009 | 7:14 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stock index futures pointed to another higher open on Wall Street Wednesday as the dollar hit a new 15-month low after Federal Reserve officials reinforced the view that rates will remain low for some time.

  • Market Tips: Buy Real Assets, Forget Paper Wednesday, 11 Nov 2009 | 6:24 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Global stocks rose on Wednesday, with sentiment lifted by upbeat economic data out of China. Experts told CNBC investors should forget about currencies and fixed income and rather focus on benefiting from asset-price inflation by getting into real assets.

  • S&P Must Hit 1,101 to Stay Up: Charts Wednesday, 11 Nov 2009 | 5:20 AM ET

    The S&P 500 index must hit the October high to avoid a 10 percent correction, and if the market does correct, the VIX volatility index could fall below 20 percent, Chris Zwermann from Zwermann Financial told CNBC Wednesday.

  • HSBC Betting Big on China: Asia-Pacific CEO Tuesday, 10 Nov 2009 | 11:54 PM ET

    China is the place to invest for HSBC, said its Asia Pacific CEO, Sandy Flockhart.

  • It's been awhile since holiday shopping has been such a wild card for the economy. Wednesday kicks off the batch of major retail earnings, when Macy's reports ahead of the opening bell.

  • Look for low risk investments that will "let you sleep a little bit better," said Manuel Schiffres, executive editor at Kiplinger’s Personal Finance. He shared his best trades with CNBC.

  • Gold Heading to $1150: Art Hogan Tuesday, 10 Nov 2009 | 6:05 PM ET

    Gold is up 24 percent year to date with its futures rising above $1100 for the first time yesterday. And silver's price is also up a huge 54 percent year to date. Are metals still worth investing in or have they already peaked? Art Hogan, managing director at Jefferies & Co., offerred CNBC his insights.

  • Beware of 'Trampling Effect' When Market Tops: Manager Tuesday, 10 Nov 2009 | 6:02 PM ET

    Stocks struggled to hold gains on Tuesday as investors took a breather after Monday's strong upward move. So is this is a skeptic’s rally or the continuation of a bull run and where should investors be looking now? Jim Lacamp, portfolio manager and advisor at Macroportfolio Advisors and Bill Stone, chief investment strategist at PNC Wealth Management shared their insights.

  • Dow Ekes Out a Gain; Priceline Surges Tuesday, 10 Nov 2009 | 5:07 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    The Dow eked out a gain Tuesday in light, choppy trading following Monday's rally.  Health-care, utilities and materials were the best-performing sectors.

  • Farr: An Extended Period—No Fat Lady in Sight Tuesday, 10 Nov 2009 | 4:51 PM ET
    Wall Street

    Here’s the dilemma: risk assets are showing huge price increases supported by lots of government stimulus, in anticipation of a rebirth of consumer demand for which there is not yet any evidence.

  • More Upside if S&P Passes This Number: Market Pro Tuesday, 10 Nov 2009 | 4:38 PM ET

    The Dow finished slightly higher on Tuesday. Is this rally sustainable—and how much further does the bull have to run? Eric Ross, director of US equity research at Canaccord Adams, and Rick Bensignor, head of research at Execution LLC, shared their market outlooks.

  • Wall Street Fears Dodd Bill Tuesday, 10 Nov 2009 | 3:21 PM ET

    Wall Street shivers over the Dodd bill. Senator Chris Dodd (D., CT) has unveiled his long-awaited regulatory reform bill. It's 1,100 pages.

  • Stocks Struggle to Hold Gains; Priceline Surges Tuesday, 10 Nov 2009 | 2:03 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks opened slightly lower Tuesday as investors took a breather after Monday's rally — but it was a short-lived breather with stocks bouncing back within the first hour of trading.

  • Winterizing Your Portfolio - A CNBC Special Report

    As more investors pile money into exchange-traded funds, they are finding out that some of them are not what they're cracked up to be.

  • Activision Blizzard’s hugely anticipated "Call of Duty: Modern Warfare 2'' video game went on sale early Tuesday morning and analysts' sales estimates for the $60 game range from 11 to 13 million units by the end of 2009. So how should investors play it? Edward Williams, gaming analyst at BMO Capital Markets, shared his insights.

  • Expect 'At Least' Another 10-15% Upside: Fund Manager Tuesday, 10 Nov 2009 | 12:02 PM ET

    Stocks continued to rise on Tuesday, continuing Monday's rally. Two bulls, Michelle Picard, fund manager at HighMark Geneva Growth, and Mike O’Rourke, chief market strategist at BTIG Bass Trading, said the markets have further room to run.