Investment Strategy


  • These Big Banks to See 'Double Digit Returns' by 2011 Tuesday, 8 Jun 2010 | 11:37 AM ET

    Contagion fears and regulatory reform uncertainties have created a difficult climate for financial stocks. But Betsy Graseck, large cap bank analyst at Morgan Stanley, and Moshe Orenbuch, research analyst and managing director at Credit Suisse, told investors that there are still some attractive names in the sector.

  • Stocks Fall Amid Europe Woes; Intel Skids Tuesday, 8 Jun 2010 | 11:36 AM ET

    Stocks struggled to hold gains Tuesday after an early pop following comments from Fed Chairman Ben Bernanke.

  • Why US Investors Should Not Buy Gold: Strategist Tuesday, 8 Jun 2010 | 11:12 AM ET

    Gold hit a record high above $1,250 an ounce on Tuesday as concern over Europe's economic outlook lifted risk aversion. Is there still room for investors? Richard Bernstein, CEO of Richard Bernstein Capital Management and a CNBC contributor, and Francisco Blanch, head of global commodity research at Bank of America Merrill Lynch Global Research, offered their insights.

  • Kaminsky's Call: Three Simple Rules for Stocks Tuesday, 8 Jun 2010 | 10:37 AM ET

    Learning when you're wrong is key to making the right investments, and if you follow my simple rules, you'll be well on your way to doing just that.

  • Kaminsky's Call: Three Simple Rules for Stocks Tuesday, 8 Jun 2010 | 10:34 AM ET

    Learning when you're wrong is key to making the right investments, and if you follow my simple rules, you'll be well on your way to doing just that.

  • Hedge Funds See Gold Supply Deficit Tuesday, 8 Jun 2010 | 10:25 AM ET

    At an informal gathering of hedge fund traders last night, the mood was decidedly gloomy. I noted yesterday that many hedge funds had a horrific May: 1) most were net long going into May, and 2) many had been short volatility. Volatility, as we know, exploded in May, forcing many firms to cover their short positions. Not only that, traders seemed to have been unprepared for the dollar's rebound...

  • Go Long on England, Brazil for World Cup: Banks Tuesday, 8 Jun 2010 | 9:30 AM ET
    The match ball for the opening World Cup fixture between South Africa and Mexico.

    The popularity of NCAA Final Four brackets on Wall Street is well known, mixing the trading floor's love of gambling and sports. But with the World Cup just around the corner, PCs and TV monitors in global financial centers will be tuned to all the latest from South Africa.

  • Morici: Democratic Capitalism is Suffering Tuesday, 8 Jun 2010 | 9:23 AM ET

    Democratic capitalism is not flawed. Rather, government policymakers are destroying a system that took mankind from dark feudal superstitions to cracking the secrets of life with deceptions, delusions and abuse.

  • Futures Get Boost From Economic Hopes Tuesday, 8 Jun 2010 | 7:39 AM ET

    U.S. stock index futures struggled to find direction Tuesday, reversing earlier gains as European shares pushed lower and the euro lost early gains.

  • Soured by last week's U.S. employment report, investors are heading to the high ground in an effort to avoid fall out from Europe.

  • The Market's Smart Money Is Watching Free Cash Flow Monday, 7 Jun 2010 | 6:33 PM ET

    Considering that companies can only cut so much, especially as the second quarter winds down, the trick in the next round of earnings will be to figure out whether robust free cash flow is sustainable.

  • Why The Dow Closed So Low (Again) Monday, 7 Jun 2010 | 5:59 PM ET

    Stocks posted modest declines today, but it was enough for the Dow Jones Industrial Average to close at its lows for the year. It was a frustrating session, because stocks seem oversold, especially after Friday's 322 point drop in the Dow. But volume was light until the last half hour, as there seemed to be little interest in picking up stocks at a discount. What's the problem?

  • Dow Drops Over 100 After Late Selloff Monday, 7 Jun 2010 | 4:34 PM ET

    Stocks fell sharply after a late selloff Monday after a report showed consumer credit rose slightly.  Industrials, financials and tech were the weakest links.

  • Next Smartphone Battleground: Video Chat Monday, 7 Jun 2010 | 3:14 PM ET
    Apple CEO Steve Jobs demonstrates the new iPhone 4.

    Now that Apple has taken the wraps off the 4G iPhone, the next key battleground in the smartphone wars has emerged: Video chat on your cell.

  • Short These 6 Stocks? Strategists Are Monday, 7 Jun 2010 | 3:03 PM ET

    Charles Norton, portfolio manager at ALPS/GNI Long-Short Fund, and Ronald Carson, of Carson Wealth Management Group, believe investors can make money by shorting stocks. They discussed their best plays.

  • John Mack thinks a lot of the toxic assets that lead to the financial crisis in 2008 have been taken off-the-balance sheet or marked down drastically.

  • Last week’s market turmoil may have rattled investors, but there are still buying opportunities for those looking to get into the market—though analysts differed on the best investments.

  • Sales of a vaccine for late-stage prostate cancer, Dendreon’s Provenge, are expected to reach $1 billion in the first two years, analysts have predicted. This drug, one of several being showcased at the American Society of Clinical Oncologists meeting, represent a trend in which drugs treat a subgroup of cancer sufferers within the larger disease.

  • Unemployment line

    If you think the jobs situation has become pretty hopeless, you're not alone. Roughly 1.1 million workers have given up hope of finding employment.

  • Good News on Mortgage Delinquencies: Fitch Monday, 7 Jun 2010 | 12:58 PM ET

    Some good news from Fitch this morning on mortgage delinquencies: May Residential Mortgage Backed Securities delinquencies declined for the second straight month, following a steady four year increase.