Investment Strategy


  • Stocks Fall Ahead of Close; Dollar Up Wednesday, 15 Dec 2010 | 3:57 PM ET

    Stocks slipped into negative territory Wednesday despite several positive economic reports, as concerns over European sovereign debt worries resurfaced. JP Morgan and Alcoa fell, while Coca Cola rose.

  • Stock Buybacks Expected to Boost Per-Share Earnings Wednesday, 15 Dec 2010 | 3:03 PM ET

    Fourth-quarter earnings per share could be artificially boosted by stock buybacks for the first time since 2007, Howard Silverblatt, senior index analyst at Standard & Poor’s told CNBC.com.

  • A trader at the New York Stock Exchange.

    As the stock market has churned to two-year highs, investor sentiment has become surprisingly optimistic, with bulls outpacing bears by more than two to one.

  • This Insurance Firm Has More Upside 'Wiggle Room': Pro Wednesday, 15 Dec 2010 | 1:21 PM ET

    Principal Financial hit a new 52-week high this week. Is there further upside room in the stock? Steven Schwartz, insurance analyst at Raymond James shared his outlook.

  • Stocks gained Wednesday following several positive economic reports. How should investors be positioned going forward? Neil Hennessy, portfolio manager and CIO of Hennessy Funds, and Andy Bischel, CIO of SKBA Capital Management, shared their insights.

  • More Bullishness from Fed Vet Gramley Wednesday, 15 Dec 2010 | 12:44 PM ET

    Former Fed Governor Lyle Gramley said GDP will rise by more than 3 percent this quarter and will grow at that pace or better in 2011, joining JPMorgan, Morgan Stanley and Pimco in the improved outlook category.

  • Stocks Trade Mixed; Caterpillar Rises, GE Falls Wednesday, 15 Dec 2010 | 11:47 AM ET

    Stocks were mixed after a handful of positive economic reports, including a slightly better-than-expected gain in industrial production, and a slightly better-than-expected report on consumer price inflation. Caterpillar and Bank of America rose, while Alcoa fell.

  • Dunkin' in America Is Part Immigrant's Tale Wednesday, 15 Dec 2010 | 11:40 AM ET

    Immigrants and their families have carved out pockets in the US to own and operate Dunkin’ Donuts stores.

  • Chinese shipping containers

    Asia’s clean bill of health presents two major opportunities. The first is to re-ignite the drive towards closer economic cooperation that has been stalled since the late 1990s Asian Financial Crisis.

  • Joy Global Shares: Buy, Sell or Hold This Mining Firm? Wednesday, 15 Dec 2010 | 11:27 AM ET

    Joy Global posted better-than-expected quarterly results Wednesday and the mining equipment maker also boosted its forecast for 2011, above analysts’ expectations. What does the firm’s earnings mean for the economy going forward? Paul Bodnar, senior equity analyst at Longbow Research shared his insights.

  • Yoshikami: An Irrational 13% Market Rise in 2011 Wednesday, 15 Dec 2010 | 11:08 AM ET

    It's clear to me that sufficient tailwinds exist to push equity markets forward to higher levels in 2011. As an investor we think it's important to take advantage of opportunities regardless of the reasonableness of market rises.

  • Bank Results to Rise 10% - 20% in 2011? Wednesday, 15 Dec 2010 | 11:03 AM ET

    This morning, the Empire Manufacturing Survey was far stronger than expected. Europe is weak ahead of the EU meeting tomorrow. And banking results "will be up 10-20% next year," according to Goldman Sachs.

  • Stocks to Watch: Tiffany, Sherwin Williams and More ... Wednesday, 15 Dec 2010 | 10:58 AM ET
    Six in 60

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

  • Futures Remain Lower After Inflation News Wednesday, 15 Dec 2010 | 9:23 AM ET

    U.S. stock index futures remained lower and largely unchanged despite a slightly better-than-expected report on consumer price inflation and better-than-expected news from a regional manufacturing survey.

  • What's On: Mortgage Rates, Popping Stocks and Obama Wednesday, 15 Dec 2010 | 7:49 AM ET

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

  • Are Investors Ready for Fed to Back Off? Wednesday, 15 Dec 2010 | 7:45 AM ET

    So if the economy is humming along as well as everybody says and the stock market is poised for double-digit gains in 2011, that must mean that the Fed can start planning its multi-trillion-dollar exit strategy. Right?

  • Wells Fargo Backs Tighter Mortgage Rules Wednesday, 15 Dec 2010 | 4:59 AM ET

    Wells Fargo has broken with other big banks by urging US regulators to require mortgage lenders to retain more of the loans they originate, rather than selling them to investors, a practice that helped to fuel the housing bubble, reports the Financial Times.

  • Wall Street

    The stars are aligned for a major asset allocation shift that has investors dumping bonds and giving stocks a second look, as interest rates move higher.

  • US Growth Dependant on Solid Education Plan: Milken Tuesday, 14 Dec 2010 | 5:11 PM ET

    Legendary investor Michael Milken told CNBC Tuesday to expect inflation next year.

  • Stocks End Up; Dow Hits Highest Level in 2 Years Tuesday, 14 Dec 2010 | 5:00 PM ET

    Stocks closed off session highs, yet the Dow still hit its highest level since before Lehman Brothers collapsed as Treasury yields soared in the wake of the Federal Reserve's reaffirmation of its decision to buy bonds to stimulate the economy. AT&T and Kraft rose, while JPMorgan fell.