Investment Strategy


  • China IPO: Why Isn't Lentuo Trading Yet? Friday, 10 Dec 2010 | 3:47 PM ET

    I have been asked about Lentuo International (LAS), the largest private automobile retailer in Beijing (Thursday), which priced 6.5 million at $8 but has not been released yet. This is below the price talk of 7.5 million at $11.50-$13.50. There's more...

  • S&P to Rise 15% in 2011: JP Morgan Equities Head Friday, 10 Dec 2010 | 3:17 PM ET

    Companies will deploy more cash next year as part of a third-year expansion of the bull market, with the S&P 500 rising 15 percent, Thomas Lee, chief US equity strategist for J.P. Morgan, told CNBC Friday.

  • Traders work in the ten-year U.S. Treasury Note options pit at the Chicago Board of Trade in Chicago, Illinois, U.S.

    If all these forecasters are right about the big jump the stock market is supposed to take in 2011, then investors had better get busy.

  • Stock Brawl: Green Mountain Coffee Roasters Friday, 10 Dec 2010 | 1:16 PM ET

    Shares of Vermont based, Green Mountain Coffee Roasters dropped more than 10% at the open after the company cut its outlook for 2011 - so is now the time you should be buying or selling?

  • China Overbuilding to 'Hit a Wall': Chanos Friday, 10 Dec 2010 | 1:14 PM ET

    The overdependence on new real estate in China, when the demand isn't there, will cause the nation to eventually hit a wall, hedge fund manager James Chanos told CNBC Friday.

  • Bull_wall_street_front_200.jpg

    As the equities market quietly side-steps rising interest rates, Wall Street prognosticators in general are getting more bullish for next year. Among others, J.P. Morgan's chief US equities strategist Thomas Lee Friday put a target of 1425 on the S&P 500 for 2011, a 15 percent gain.

  • Stocks Gain Modestly; General Electric Rises Friday, 10 Dec 2010 | 12:13 PM ET

    Stocks gained after General Electric boosted its quarterly dividend. Stocks had been fluctuating in a narrow range Friday despite a better-than-expected reading of consumer confidence, and a narrowing of the U.S. trade deficit in October.

  • "Technology-driven deflation" via the Internet has compressed margins for all kinds of middlemen, said James Chanos, president and founder of Kynikos Associates. And expect the trend to continue going forward, he warned. 

  • Greenberg: Green Mountain Coffee Gets a Jolt Friday, 10 Dec 2010 | 11:45 AM ET

    For the first quarter, Green Mountain Roasters guided to a range of 14 cents to 18 cents a share, which was below street estimates. And remember, it offered up that 4 cent spread even though it only two weeks left in that quarter.

  • US Headed in Right Direction: Ace Greenberg Friday, 10 Dec 2010 | 11:21 AM ET

    The country is headed in the right direction, Alan “Ace" Greenberg, former Bear Stearns chairman and CEO, told CNBC Friday.

  • Stocks to Watch: DryShips, Verizon and More... Friday, 10 Dec 2010 | 11:00 AM ET
    Six in 60

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

  • Standard and Poor's Announces S&P 500 Shuffle Friday, 10 Dec 2010 | 9:33 AM ET

    China raised the reserve requirement ratio (the amount of money banks must keep on reserve). This comes ahead of that country's November CPI data, due to be released tomorrow. Also: United Technologies (UTX) provided guidance for 2011 that was moderately below consensus

  • Futures Trim Gains After Trade Deficit News Friday, 10 Dec 2010 | 9:13 AM ET

    U.S. stock index futures eased gains ahead of the open Friday after the U.S. trade deficit narrowed more than expected in October as investors focused on slowing U.S. demand.

  • What's On: Roper, Verizon and Utilities Friday, 10 Dec 2010 | 8:38 AM ET

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

  • Data Raise Doubt on Foreign Appetite for Muni Bonds Friday, 10 Dec 2010 | 5:52 AM ET
    United States Federal Reserve

    The surge in the municipal bond market is widely credited to foreign interest in the taxable bonds that dozens of states have issued under the Build America Bond program, reports the New York Times.

  • Analysts Split on Athletic Apparel Maker Lululemon Thursday, 9 Dec 2010 | 6:00 PM ET

    Luxury yoga-wear manufacturer Lululemon, soaring on a blowout quarter, garnered a “neutral” rating from one analyst and an “outperform” from another on CNBC Thursday. Why?

  • mining_iron_ore_3_200.jpg

    In the quest for yield, options traders often have the advantage: they can sell options and generate income. But with the VIX so low, finding suitable options to sell can be tricky. Brian Stutland of Stutland Equities thinks he's found three names that look attractive for put sales.

  • To garner stronger returns, institutional investors need to skew more toward emerging markets and other areas, Byron Wien, a vice chairman at the Blackstone Group, told CNBC Thursday.

  • Where Are Your Charity Dollars Going? Thursday, 9 Dec 2010 | 4:37 PM ET
    A pedestrian donates a dollar to the Salvation Army bell-ringer stand.

    As America napped off Thanksgiving dinner, began Christmas shopping, and lit menorahs, mailboxes across the nation were filling up with year-end donation appeals from charities. But how can you determine which charities best deserve your dollars?

  • Stocks End Mixed; Nasdaq Hits 3-Year High Thursday, 9 Dec 2010 | 4:36 PM ET

    Stocks trimmed losses to end narrowly mixed Thursday as Treasury prices firmed and the dollar stabilized. McDonald's and DuPont fell, while BofA rose.