Investment Strategy


  • Reports on weekly jobless claims and durable goods could make Thursday morning the busiest trading session of the week, but a shortened day for bonds and commodities markets could quickly turn the session into a sleeper.

  • Stocks Close Modestly Up, Yet Hit New Highs Wednesday, 22 Dec 2010 | 5:20 PM ET

    Stocks closed modestly higher amid quiet trading Wednesday, but still gathered enough momentum to hit news levels as the S&P 500 beat a September 2008 high not seen since Lehman Brothers filed for bankruptcy. JPMorgan and  Bank of America rose, while Intel fell.

  • Money Resolutions for 2011 Wednesday, 22 Dec 2010 | 4:53 PM ET
    Woman doing bills

    At this year’s end, “Get out of debt” continues to be the “get in shape” of money resolutions. Not far behind that popular chestnut, many people are aiming to raise their credit scores, and another major money resolution is to start or further enrich savings accounts for retirement, emergency, or a child’s education. Another money goal being tossed around this year is a return to using cash in hopes of spending less, and still others express intentions to teach children sound financial habits. Experts in finance  chimed in to sum up the biggest concerns they’re hearing among their clients, audiences, and readerships. Here’s our roundup of goals for the new year—and in some cases, a little advice on how to achieve them.

  • 8 Dividend-Paying Large-Cap Picks: Strategists Wednesday, 22 Dec 2010 | 4:30 PM ET

    Investors should look into stocks that offer a dividend payout, said Joseph Keating, executive vice president and CIO of CenterState Bank, and Chip Cobb, senior vice president at Bryn Mawr Trust.

  • Stocks Rise Slightly, but on Pace to Hit New Highs Wednesday, 22 Dec 2010 | 3:56 PM ET

    Stocks rose modestly amid quiet trading Wednesday, but still gathered enough momentum to hit news highs as the S&P 500 was on pace to beat a September 2008 high not seen since Lehman Brothers filed for bankruptcy.  JPMorgan and  Bank of America rose, while Intel fell.

  • More Banking M&A Action Wednesday, 22 Dec 2010 | 3:00 PM ET

    A small merger deal in banking today between Whitney Holding and Hancock Holding. Sounds similar to the deal where Bank of Montreal bought Marshall & Ilsley recently.

  • Now That Everyone Likes Stocks Again, Is It Time to Sell? Wednesday, 22 Dec 2010 | 2:21 PM ET

    With investor sentiment bubbling at levels comparable to just before the market's historic highs in 2007, now may be the time to pull back some before the froth gets out of hand.

  • Best Time to Buy Stocks in Decades: Black Monday Seer Wednesday, 22 Dec 2010 | 1:54 PM ET
    Elaine Garzarelli

    My thirthteen stock market indicators are at a bullish level—they are at 71 percent, before the crash of '87 the indicators got down to 9 percent," Elaine Garzarelli, president of Garzarelli Capital, told CNBC on Thursday.

  • Corporate Bond Investing in 2011: Strategies and Pitfalls Wednesday, 22 Dec 2010 | 1:03 PM ET
    Corporate Bond

    Joel Levington, managing director of corporate credit at Brookfield Investment Management, said one strategy is to fish for winners among the lower-rated investment grade bonds.

  • Tech Stocks — What to Buy and Avoid: Analyst Wednesday, 22 Dec 2010 | 12:08 PM ET

    Tech stocks have been the high flyers this year, with the Nasdaq beating both the Dow and S&P 500. But going forward, watch out for stocks that might be too pricey, said Richard Davis, managing director and senior software analyst at Canaccord Genuity.

  • Stocks Trade Mixed; Banks Rise, Intel Slips Wednesday, 22 Dec 2010 | 11:53 AM ET

    Stocks rose slightly Wednesday after news third-quarter GDP grew slightly more than reported previously, but less than expected. BofA rose, while Intel fell.

  • SEC Probes China-US Stock Fraud Network Allegations Wednesday, 22 Dec 2010 | 11:41 AM ET

    Individuals with direct knowledge of the investigation say that the SEC is focusing on stock promoters, investment bankers, auditors and law firms that have been active in recruiting Chinese companies to U.S. stock exchanges and raising capital for those companies by selling new shares. ...A report from TheStreet.

  • Signs of Bullishness...and Complacency Wednesday, 22 Dec 2010 | 11:06 AM ET

    The S&P 500 is having its best December since 1991. The Investors Intelligence poll of newsletter writers showed bullishness at its highest level since Oct. 2007. And then there's...

  • Stocks to Watch: Playboy, SuperValu and More ... Wednesday, 22 Dec 2010 | 11:04 AM ET
    Six in 60

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

  • 2011 Will Be 'Good' For Big Banks: Stock Picker Wednesday, 22 Dec 2010 | 10:49 AM ET

    While 2010 has been a year for the regional banks, 2011 will be best for the large financials, said Jeffery Harte, managing director in equity research at Sandler O’Neill.

  • Big Bull Bet on This Insurer's Shares Wednesday, 22 Dec 2010 | 10:26 AM ET

    CNO Financial has leveled off after a nice rally this month, but one bull believes that more gains are on the horizon for the insurance company.

  • Time for Markets to Rest? Wednesday, 22 Dec 2010 | 10:00 AM ET

    Time for a rest? S&P futures were largely unchanged Wednesday morning and the Dow opened slightly higher after GDP revisions. How much more can you expect? This December the S&P is up 6 percent, well above the 81-year average.

  • So as M&A fever hits a milestone, it seems private equity senses the moment is ripe for a public debut. Yet Blackstone—which just Tuesday raised $15 billion in its largest-ever fund— has performed miserably as a public entity: trading at around $14 per share, down more than 50 percent from its IPO price of $31.  So why are some money managers seeing opportunity in private equity stocks this time around?

  • Futures Weaken After After GDP Revision Wednesday, 22 Dec 2010 | 9:01 AM ET

    Stock index futures pointed to a mixed open for Wall Street Wednesday, with home sales data and a final figure for third-quarter economic growth among the main macroeconomic highlights.

  • Muni Bond Crisis May Be Similar to Euro Zone: Strategist Wednesday, 22 Dec 2010 | 8:46 AM ET

    A crisis in the municipal bond market in the US would be similar to the one sweeping through the euro zone now, Steven Major, global head of fixed income research at HSBC, told CNBC Wednesday.