Investment Strategy


  • Market Tips: Get in US, Europe Right Now Thursday, 3 Dec 2009 | 5:40 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Global stocks hit a 14-month high on Thursday as news that Bank of America would repay $45 billion in TARP funds injected optimism into the financial sector. Gold also hit another new high above $1,125 an ounce as investors chased equities, commodities and other risky assets.

  • Goldman Cuts Europe Banks to 'Neutral' Thursday, 3 Dec 2009 | 4:25 AM ET

    Goldman Sachs downgraded European banks to "neutral" from "overweight" in its outlook for next year, following a strong performance in the sector, but it continues to favor large global retail banks, Reuters reported Thursday.

  • Gold Bubble "Could Pop", Buy Oil Instead: Strategist Thursday, 3 Dec 2009 | 2:32 AM ET

    The fundamental outlook on gold remains gloomy, said Roman Scott, manager director of Calamander Capital, warning that we're in a bubble that "could pop".

  • Look Ahead: Fed Under Fire, GE-Comcast Deal in Focus Wednesday, 2 Dec 2009 | 8:47 PM ET

    On Thursday, Fed Chief Ben Bernanke will be testifying before Congress as part of the confirmation process for his second term. GE and Comcast are also expected to announce their deal over NBCU.

  • 4 Bank Stocks That Are in 'Good Shape': Chief Investor Wednesday, 2 Dec 2009 | 5:38 PM ET

    Regional banks traded mostly higher on Wednesday after Credit Suisse upgraded the group to "overweight." So should investors start looking into banks again? David Ellison, CIO of FBR Equity Funds, shared his views and his favorite bank stocks.

  • Dow Ends Lower Amid Bank-Profit Worries Wednesday, 2 Dec 2009 | 4:42 PM ET

    The Dow ended slightly lower Wednesday as oil prices fell and investors worried about bank profits. Amazon buoyed the Nasdaq.

  • Retail Sales Tomorrow—A Slow Start to Q4? Wednesday, 2 Dec 2009 | 3:39 PM ET

    Traders will have their eyes on the nation’s retailers tomorrow as they report their November same-store sales numbers. Although a strong back-to-school season and an early flurry of cold weather helped boost retailers’ sales in September and October, November has been another story despite the very easy comparisons to last year’s figures.

  • Why I Fear New Recession: Market Strategist Wednesday, 2 Dec 2009 | 2:41 PM ET

    Can investors trust the stock rally and what should they be watching for in the economy? Peter Costa, president of Empire Executions and CNBC market analyst, and Jonathan Corpina, senior managing partner at Meridian Equity Partners, shared their insights.

  • Markets vacillated Wednesday, after two employment reports showed improvement—but not as much as expected. Where should investors be looking? David Kotok, CIO of Cumberland Advisors, and Dave Shepherd, financial planner at Retirement Financial Services, shared their views.

  • Stocks Struggle After S&P Breaches 1,111 Wednesday, 2 Dec 2009 | 1:24 PM ET

    Stocks were mixed Wednesday, with the Dow and S&P retreating, after the S&P broke through a key level.  Amazon gave the Nasdaq a boost.

  • Stock Up on Gold—Prices Could Reach $5,000: Market Pro Wednesday, 2 Dec 2009 | 12:01 PM ET

    Gold prices hit record highs above $1,200 an ounce, with funds lengthening positions due to expectations of more dollar weakness and more central bank buying. How should investors be positioned? Lou Grasso, gold trader at Millennium Futures, and Peter Schiff, president of Euro Pacific Capital, shared their outlooks.

  • In their new book, Investment Leadership and Portfolio Management the authors take a look at the growing concerns of leadership issues in investment firms and make a case detailing the strong correlation between excellence in investment leadership and excellence in portfolio management.

  • Stocks Struggle After S&P Breaches 1,111 Wednesday, 2 Dec 2009 | 11:14 AM ET

    Stocks turned mixed in late-morning trading Wednesday, with the Dow retreating, after the S&P broke through a key level. 

  • Markets Will Go Flat—So Buy Dividend Stocks: Manager Wednesday, 2 Dec 2009 | 11:06 AM ET

    Stocks turned mixed on Wednesday, with the Dow retreating, after the S&P broke through a key level. Barbara Marcin, portfolio manager at Gabelli Blue Chip Value Fund, shared her investment strategies.

  • Stock Picker: Increase Exposure to Health Care Insurers Wednesday, 2 Dec 2009 | 10:25 AM ET

    The U.S. Senate is in the midst of debating a landmark plan to overhaul the health care system. Bruce Berkowitz, president of Fairholme Capital Management, says he's been increasing his exposure to the sector as a result.

  • Hovering at New Highs—Again Wednesday, 2 Dec 2009 | 9:54 AM ET

    Commodities are a mixed bag today, with the energy complex falling fractionally in early trading while metals post modest gains.

  • Futures Flat as Report Shows More Job Losses Wednesday, 2 Dec 2009 | 8:44 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    The market struggled to find direction ahead of trading Wednesday, with stock index futures little changed.

  • Applied Materials is seeing upside options activity after a strong sector report and ahead of two industry conferences, including one that opens today.

  • Dubai Still a 'Melt-Down' Risk: Strategist Wednesday, 2 Dec 2009 | 6:35 AM ET

    Stocks face a potential "melt down" because of the concerns raised by Dubai World's debt problems, but stocks could also "melt up" if the issue is resolved, Marshall Gittler, international chief strategist at Deutsche Bank Private Wealth Management, told CNBC.

  • Market Tips: Sidestep Gold and Head for Oil Wednesday, 2 Dec 2009 | 5:34 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Global stocks were mostly positive on Wednesday, with gold hitting another new record above $1,216 an ounce, as investors' anxiety over Dubai's debt problems took a backseat and they focused on upcoming U.S. employment data and the European Central Bank's meeting.