Investment Strategy


  • Stocks to Watch: Netflix, McAfee and More ... Wednesday, 29 Sep 2010 | 10:59 AM ET
    Six in 60

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

  • Dollar Trade Holds as Index Sits at 8-Month Low Wednesday, 29 Sep 2010 | 10:50 AM ET

    S&P futures were fairly flat Wednesday and pointed to a slightly lower open as European stocks are around the unchanged line in midday trading. But one thing has been quite evident, the dollar trade continues to hold. Stocks continue to move inversely to the dollar’s intraday movements — a correlation traders observed all day yesterday, too.

  • Crescenzi: Can This Rally Excite Consumers? Wednesday, 29 Sep 2010 | 9:48 AM ET

    In the weeks ahead, high-frequency data such as chain store sales will provide clues as to whether or not the equity market’s rally is positively influencing consumer behavior.

  • Futures Slightly Lower Ahead of Open Wednesday, 29 Sep 2010 | 9:21 AM ET

    U.S. stock index futures were lower ahead of the open Wednesday as European debt concerns rumbled on and the prospect of further quantitative easing from the Federal Reserve put pressure on the dollar.

  • Bill Gross: Say Goodbye to Double-Digit Returns Wednesday, 29 Sep 2010 | 9:00 AM ET
    Bill Gross

    The "new normal" means saying goodbye to double-digit returns, as leverage and deregulation are "fading from the horizon and their polar opposites are in the ascendant," Bill Gross, managing director at Pimco, wrote Wednesday in his October investment outlook.

  • Kaminsky's Call: Remain Bearish on This Retail Stock Wednesday, 29 Sep 2010 | 8:32 AM ET

    I was bearish in July, and I remain so today. Looking at the stock chart, I see a company that has come too far, too fast for too long. If I were still in the business of buying and selling stocks, this would be one that I would short. And that is what I recommended, and I still feel the same way.

  • What's On: Family Dollar, Solar Sector and CBOE's CEO Wednesday, 29 Sep 2010 | 8:06 AM ET

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

  • Do You Fantasize About Starting Your Own Business? Wednesday, 29 Sep 2010 | 7:44 AM ET

    Share your opinion in today's poll.

  • A down day for the dollar is basically now an up day for everything else. That was Tuesday's trade, and it could be well be Wednesday's trade.

  • 5 Value Stocks to Buy Before Winter Tuesday, 28 Sep 2010 | 6:34 PM ET

    Value managers remain confident cheap stocks will outperform higher-priced ones through the rest of this year and into next. Here are a few of their favorites. ...A report from TheStreet.

  • Does Trucking Slowdown Signal Worse Things Ahead? Tuesday, 28 Sep 2010 | 5:25 PM ET

    Echoing comments made earlier this morning by IATA about lower air traffic, the American Trucking Association (ATA) reported a slowdown in trucking last month. The ATA reported total trucking tonnage fell 2.7 percent in August, the biggest month-to-month decline since March 2009.

  • Bashing David Tepper's 'Win-Win' Scenario: Day 2 Tuesday, 28 Sep 2010 | 5:21 PM ET
    David Tepper

    The David Tepper Rally has not yet turned into Tepper Rout in the markets—the major index are holding just about where they went immediately following Tepper’s remarks on Squawk Box—but his “win-win” analysis is taking a drubbing from respected financial commentators.

  • When the Senate HELP Committee holds its hearing on for-profit schools Thursday, it's likely to get an earful from Kathleen Bittel, a current employee of Education Management. Education Management spacer, whose Art Institutes represent more than half its enrollment, went public last October. The company’s largest investor is Goldman Sachs spacer. In SEC filings the company claims that around 85 percent of its students land jobs in their field or a “related field” within six months of graduation.

  • 3 Stocks with Rising Analyst Expectations Tuesday, 28 Sep 2010 | 4:27 PM ET
    Close-up of a pen on stock price chart

    M&A activity is back in the spotlight this week. Already a handful of high-profile acquisition announcements are getting positive feedback from investors, as they bid up shares of both the acquirers and buyout targets. That behavior is pretty telling about market sentiment right now. ...A report from TheStreet.

  • Stocks Close Near Highs After See-Saw Session Tuesday, 28 Sep 2010 | 4:10 PM ET

    Stocks ended near session highs on Tuesday as investors considered the impact of the Fed's next moves to bolster the economy as well as weak reports on the economy. Pfizer and Intel  rose, Cisco and P&G fell.

  • Stocks Add to Gains Before Close; Cisco Falls Tuesday, 28 Sep 2010 | 3:46 PM ET

    Stocks continued to rebound ahead of the closing bell Tuesday as investors considered the impact of the Fed's next moves to bolster the economy as well as weak reports on the economy. Pfizer and Intel  rose, Cisco and P&G fell.

  • Another Strong Chinese IPO Showing Tuesday, 28 Sep 2010 | 3:34 PM ET

    The Dow dropped about 40 points or so after a disappointing September consumer confidence number. But meanwhile, in Asia...

  • 3 Likely Homebuilder M&A Candidates: Stock Picker Tuesday, 28 Sep 2010 | 3:21 PM ET

    Single-family home prices dipped in July, and are seen stabilizing near the lows without the homebuyer tax credit that ended in April, according to Standard & Poor's/Case-Shiller home price indexes. What does this mean for the overall housing market? Josh Levin, homebuilding analyst at Citi, shared his outlook.

  • Given some of the data getting less bad, mid-terms coming up and the possibility of more equity-friendly policies, stocks should be able to grind higher, said Bob Doll, chief equity strategist at BlackRock. He shared his market outlook.

  • According to recent surveys, including one by McKinsey & Company: Women Matter, there is a strong correlation between a company's financial performance and having a diverse top management.