Investment Strategy


  • Analyst Watch: Boeing's Best Entry Points Wednesday, 28 Jul 2010 | 7:57 AM ET

    Here's what analysts and others say they're watching before the bell Wednesday.

  • Several Bullish Gold Trades Now: Traders Wednesday, 28 Jul 2010 | 7:29 AM ET

    Gold might be breaking down technically, but you wouldn't guess it looking at the options activity in gold-related stocks yesterday.

  • Durable goods orders for June due Wednesday could have as much directional sway with stocks as the flood of earnings news coming from companies like Boeing, Conoco Phillips and Comcast.

  • Why Underdog Banks May Lead Market Tuesday, 27 Jul 2010 | 7:32 PM ET

    Amid all the kerfuffle over Europeans outing their weak banks, it seems people have forgotten how surprisingly strong the US banking system has become. The six largest banks earned nearly $15 billion, or $3.87 per share, for common stockholders in a single quarter — despite huge challenges ranging from market volatility to concerns about a double-dip recession to the political winds blowing harder against their core business models. A report from TheStreet.

  • Trend: Global Firms Report Strong Results Tuesday, 27 Jul 2010 | 6:49 PM ET

    Despite some good earnings reports Tuesday morning and modestly higher futures pre-open, stocks have given up much the day’s early gains on some disappointing economic data. Here's a complete market breakdown.

  • S&P to Hit 1300 by Year-End: Portfolio Manager Tuesday, 27 Jul 2010 | 5:59 PM ET

    Stocks pared their gains on Tuesday as worries about a drop in consumer confidence offset some earlier better-than-expected earnings results. Ted Parrish, co-portfolio manager at Henssler Equity Fund, and Eugene Peroni, senior VP and portfolio manager at Advisors Asset Management, shared their insights.

  • Dow Logs 4th Straight Gain, Led by DuPont Tuesday, 27 Jul 2010 | 5:14 PM ET

    The Dow pulled off its fourth-straight gain, led by DuPont after better-than-expected earnings from the chemicals maker. But the gain was more modest than in recent sessions as a drop in consumer confidence tempered investors' enthusiasm. Financials rose, while energy and consumer-discretionary stocks were among the weakest links.

  • Markets Will Rise—Because Economy Is Recovering: CIO Tuesday, 27 Jul 2010 | 4:59 PM ET

    Stocks seesawed on Tuesday after consumer confidence showed a drop in July—to its lowest level since February—on job market worries. Jim Meyer, CIO and co-founder at Tower Bridge Advisors, shared his market outlook.

  • Beware Value Traps When ‘Everything’ is Cheap Tuesday, 27 Jul 2010 | 2:36 PM ET

    Every industry in the S&P 500 looks like a value relative to the historical average of its forward price-earnings ratio, according to Bank of America Merrill Lynch. Either the profit and economic outlook for each and every sector is totally misunderstood or some of these stocks are value traps.

  • 'Tremendous' Distress in Commercial Real Estate: CEO Tuesday, 27 Jul 2010 | 2:19 PM ET

    When you look at the commercial real estate market right now, there is a tremendous amount of distress that is not really visible yet," according to Scott Rechler.

  • Stocks Struggle as Energy Slides, DuPont Gains Tuesday, 27 Jul 2010 | 1:58 PM ET

    Stocks struggled Tuesday as worries about a drop in consumer confidence offset better-than-expected result from DuPont. Energy and consumer discretionary were among the weakest sectors.

  • Another Recession Due Circa 2012: Jim Rogers Tuesday, 27 Jul 2010 | 1:14 PM ET
    British Pound

    A new recession would be due around 2012 but central banks will not be able to throw cash at it anymore, Jim Rogers, chairman of Rogers Holdings, told CNBC Tuesday.

  • Stocks were higher on Tuesday following better-than-expected quarterly results from DuPont—then gains were pared after glum consumer confidence data. Art Cashin, director of floor operations at UBS Financial Services, shared his insights on what to watch for going forward.

  • Stocks Turn Lower as Confidence Sours Tuesday, 27 Jul 2010 | 11:33 AM ET

    Stocks turned lower Tuesday as worries about a drop in consumer confidence offset better-than-expected result from DuPont.

  • Six in 60 Seconds: Raytheon, Hormel and More... Tuesday, 27 Jul 2010 | 10:56 AM ET
    Six in 60

    Take a look at why these six stocks are worth watching.

  • Higher Profits on Lower Revenues Tuesday, 27 Jul 2010 | 10:40 AM ET

    With the U.S. economic recovery proceeding so slowly, the big stories once again this earnings reporting season are whether companies are growing revenue, as opposed to boosting profits through cost-cutting, and whether end-market demand is increasing.

  • Traders Position for Big Activision Rally Tuesday, 27 Jul 2010 | 10:04 AM ET

    Activision Blizzard released the potential blockbuster "Starcraft II" on Tuesday, and one large trader is playing for a rally.

  • Kaminsky's Call: How Can Real Estate Resurrect Itself? Tuesday, 27 Jul 2010 | 9:43 AM ET

    Can commercial real estate possibly resurrect itself without the mortgage-backed securitization market? It's a chicken and egg question, really. Does commercial real estate need securitization to come back to survive, or will the securitization market return if prices go up?

  • Should US Companies Cut Worker Hours to Save Jobs? Tuesday, 27 Jul 2010 | 7:43 AM ET

    It worked for Germany Should US try it? Share your opinion.

  • Here's what analysts and others say they're watching before the bell Tuesday.