Investment Strategy


  • Tips: Buy Tech Whether Economy Recovers or Not Thursday, 31 Dec 2009 | 6:17 AM ET

    With the economy still in the tentative recovery stage, many investors are divided on whether a double-dip recession is on the cards. The uncertainty makes building a portfolio for 2010 all the harder as many sectors could only do well in certain economic circumstances.

  • Futures Drift as Big Year Winds Down Thursday, 31 Dec 2009 | 5:59 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks looks set to start the last day of 2009 with a slight gain, although volume could be thin with many investors looking to pop the champagne corks early.

  • Smooth Treasury Auctions May Fade in 2010 Wednesday, 30 Dec 2009 | 8:40 PM ET
    Treasury Building

    The Treasury market absorbed $118 billion in notes this week without a hitch but next year, markets may not be so nice as investors worry about inflation and the growing supply of new issuance.

  • Dow Ekes Out Gain After Chicago PMI Wednesday, 30 Dec 2009 | 5:19 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks erased their losses Wednesday — and the Dow and Nasdaq pulled off a gain — after a better-than-expected report on Midwest manufacturing.

  • My Apple Shares Price Target Now: Market Pro Wednesday, 30 Dec 2009 | 3:53 PM ET

    According to research, Apple's iPod Touch app downloads jumped more than 1000 percent on Christmas day. Will Apple be the superstar stock of 2010? Phil Cusick, managing director at Macquaire Research shared his ideas.

  • Farr: 2010 Top Ten Wednesday, 30 Dec 2009 | 3:43 PM ET
    Traders work in the ten-year U.S. Treasury Note options pit at the Chicago Board of Trade in Chicago, Illinois, U.S.

    For the past 7 years, Farr, Miller & Washington has published our Top Ten Stocks for the coming year. The results have been very strong, but we need to be mindful that concentrated positions also concentrate risk.

  • Art Cashin: Markets are Overvalued Like 'Nasdaq 4,000' Wednesday, 30 Dec 2009 | 2:48 PM ET

    With only two trading days left this year, what should investors expect from the markets in 2010? Art Cashin, director of floor operations at UBS Financial Services, shared his market insights.

  • Strategist: S&P 500 to Reach 1350 in 2010? Wednesday, 30 Dec 2009 | 2:40 PM ET

    Wells Capital Management chief investment strategist Jim Paulsen believes there's a case to be made for the S&P 500 to reach 1350 in 2010.

  • Asset Strategist's Q1 Market Outlook: 'Very Optimistic' Wednesday, 30 Dec 2009 | 2:04 PM ET

    Six out of the last 10 Januarys have been down for markets, so what should investors expect this time? Michael Gurka, global asset strategist at EmpowerGlobal Funds, shared his market outlook.

  • Banks, Energy Stocks to Bounce: Market Technician Wednesday, 30 Dec 2009 | 12:20 PM ET

    The major indicies are on track for their best annual performance since 2003. Where should investors put their money to work in 2010? Katie Stockton, chief market technician at MKM Partners, shared her insight.

  • 4 Ways to Profit From Clean Tech in 2010: Analyst Wednesday, 30 Dec 2009 | 11:52 AM ET

    There is great potential for new investment in the sustainability space next year, said John Quealy, energy technology analyst at Canaccord Adams. He shared his favorite stock picks.

  • Stocks Pare Losses After Chicago PMI Wednesday, 30 Dec 2009 | 10:14 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks pared their losses Wednesday after a better-than-expected report on Midwest manufacturing.

  • Markets are likely to be more volatile and US markets are likely to outperform emerging markets in 2010, Marc Faber, author of the Gloom, Doom and Boom Report, told CNBC Wednesday.

  • Great Atlantic & Pacific: What Options are Saying Wednesday, 30 Dec 2009 | 8:00 AM ET

    Great Atlantic & Pacific Tea has spent the last two months consolidating above $10, and now traders are looking for the heavily shorted grocer to push toward $13.

  • Charts: Sterling is the New Carry-Trade Currency Wednesday, 30 Dec 2009 | 7:19 AM ET

    The British pound should be the new carry-trade currency of choice because UK interest rates will be held at record lows for longer than their European and US counterparts, Chris Zwermann from global strategist at Zwermann Financial, told CNBC Wednesday. 

  • Futures Fall with Little To Lure Buyers Wednesday, 30 Dec 2009 | 6:04 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stock index futures pointed to a lower start Wednesday, following a day where the market snapped its winning streak, trading in a very small range.

  • 5 Hot Stocks With International Exposure: Strategists Tuesday, 29 Dec 2009 | 5:50 PM ET

    In 2010, invest in stocks that have international exposure. That was the advice from Jeff Krumpelman, lead manager of the dividend growth team at Hillard Lyons Capital Management, and Ken Croft, CIO of Croft Value Fund. They shared their top stock picks for the new year with investors.

  • My Buy/Sell Ratings on 10 Homebuilder Stocks: Analyst Tuesday, 29 Dec 2009 | 5:22 PM ET

    The latest data from S&P/Case Shiller’s monthly report showed that home prices are still improving. But David Goldberg, building and building products analyst at UBS, said the group is still overvalued by 10 to 15 percent. What does this mean for the homebuilder stocks going forward?

  • Dow Snaps 6-Day Streak—With a Point Tuesday, 29 Dec 2009 | 4:31 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks struggled to hold gains Tuesday as the recent rally appeared to lose steam on day seven but investors continued to raise their bets on consumer-discretionary stocks. The VIX held below 20.

  • NatGas Price Crash Is 'Good News': Energy Analyst Tuesday, 29 Dec 2009 | 4:10 PM ET

    Natural gas traded lower on Tuesday, despite a boost from the colder weather. But prices are up some 14 percent over the last month. What should we expect from this volatile commodity in 2010? Arthur Gelber, president of Gelber & Associates, and Jim Osten, energy analyst at IHS Global Insight, shared their views.