Investment Strategy


  • Stocks Gain in October, Fueled by Technology Friday, 29 Oct 2010 | 5:57 PM ET

    Stocks had one of their best October performances, despite a choppy day that ended with the major indexes largely flat, as investors prepare for a busy week that includes the mid-term election, the Fed's policy setting meeting, and more earnings releases. Chevron and Intel declined, while Alcoa rose.

  • Stocks On Pace for October Gain Friday, 29 Oct 2010 | 3:54 PM ET

    Stocks were set to the end the session largely flat, although the market was still on pace for strong monthly gains, as investors await a busy week that includes the mid-term election, the Fed's policy setting meeting, and more earnings releases. Chevron and Merck declined, while Alcoa rose.

  • 5 Dumbest Things on Wall Street: Oct. 29 Friday, 29 Oct 2010 | 3:02 PM ET

    This week, we look at Halliburton’s reaction to the BP disaster, Larry Ellison’s love of legal fees and outrageous political spending at U.S. companies.

  • Why Gridlock May Actually Be Bad Friday, 29 Oct 2010 | 1:56 PM ET

    "Should a split Congress be the result of the November 2 elections, the resulting uncertainty may just end up adding one more stone to this already high wall of worry," says one strategist.

  • In Pursuit of Potash, BHP Faces Uphill Battle Friday, 29 Oct 2010 | 1:25 PM ET

    After thursday’s strong earnings, shares of Potash Corporation of Saskatchewan are up a bit today, but not as much as they might be if BHP Billiton were not bidding for the company.

  • Stocks Trade Mixed; Microsoft Advances Friday, 29 Oct 2010 | 11:59 AM ET

    Stocks turned mixed after a mixed batch of economic and earnings news, and as investors continued to weigh the next steps from the Federal Reserve. Alcoa rose, while  Chevron fell.

  • republican_democrat_pin_200.jpg

    Stocks are pricing in political gridlock, and any upset to the view that Republicans take the House in midterm Congressional elections could tilt the market either way.

  • Markets Will Continue to March Higher: Stock Pickers Friday, 29 Oct 2010 | 11:49 AM ET

    Stocks struggled Friday after a mixed batch of economic and earnings news, and as investors continued to weigh the next steps from the Federal Reserve. Benny Lorenzo, CEO of Kaufman Brothers and Charlie Smith, CIO of Fort Pitt Capital Group discussed their insights.

  • Stocks to Watch: Estee Lauder, Carmax and More ... Friday, 29 Oct 2010 | 11:00 AM ET
    Six in 60

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

  • Signs the Economy is Turning Around? Friday, 29 Oct 2010 | 10:39 AM ET

    CNBC viewers are seeing positive signs in their local economies. Do they signal a turnaround for the economy as a whole?

  • Art Cashin: Top Events to Watch Next Week Friday, 29 Oct 2010 | 10:31 AM ET

    Stocks fluctuated Friday after a report on economic growth did little to reassure investors about the health of the economy, but also reinforced expectations the Federal Reserve will act to stimulate the economy as early as next week. Art Cashin, director of floor operations at UBS Financial Services shared his market outlook.

  • Behind the Chevron Miss Friday, 29 Oct 2010 | 10:16 AM ET

    Forex hurts Chevron—and others. I've noted two outlying events that are affecting earnings this season: commodity inflation, and foreign exchange.

  • Little Reaction to Economic Data Friday, 29 Oct 2010 | 10:13 AM ET

    Although the dollar weakened further, stocks moved little following mixed economic data this morning. Futures didn’t react much to a slightly disappointing Q3 GDP reading today (up 2.0 percent vs. up 2.1 percent consensus). Similarly, slightly higher-than-expected October Chicago PMI (60.6 vs. 58.0 consensus) did little to move stocks up at 9:45am ET.

  • More Upside Seen for Cognizant Technology Friday, 29 Oct 2010 | 9:37 AM ET

    Cognizant Technology looks amazing by the numbers, with a great balance sheet, no short interest, and a gain of more than 60 percent in the last year.

  • Futures Turn Flat after GDP News Friday, 29 Oct 2010 | 9:15 AM ET

    U.S. stock index futures pared losses, with Nasdaq futures pointing higher, after a first reading of third-quarter economic growth came in as expected.

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

  • Will Markets Rise Through Year's End? Friday, 29 Oct 2010 | 8:15 AM ET

    Share your opinion in today's poll.

  • Bernanke’s Reluctance to Speak Out Rankles Some Friday, 29 Oct 2010 | 4:56 AM ET
    Federal Reserve Bank Chairman Ben Bernanke

    The Federal Reserve is all but certain next week to begin a multibillion-dollar effort to coax the recovery along, but privately, Ben S. Bernanke, the chairman, worries that more is needed to turn the sluggish economy around and revive employment, reports the New York Times.

  • Friday Look Ahead: Watching Economic Data, Fed Thursday, 28 Oct 2010 | 10:13 PM ET
    New York Stock Exchange (NYSE)

    Markets turn their focus back to the economy when third quarter GDP is released Friday, ahead of the market open.

  • Stocks Close Mixed After Rocky Session Thursday, 28 Oct 2010 | 5:40 PM ET

    Stocks closed mixed Thursday after shaving deeper losses from earlier in the day in the last half hour of trading as investors considered a mixed batch of earnings and the Fed's next steps to stimulate the economy. 3M and Caterpillar fell, while Pfizer and Walt Disney rose.