Investment Strategy


  • Is Gold Pointing to Lehman Mark II? Thursday, 29 Jul 2010 | 4:36 AM ET

    Gold and oil prices are flashing warning signals that this summer may look more like the summer before the collapse of Lehman Brothers, a currency strategist warns.

  • Job Losses

    Weekly jobless claims will again be a big event for Thursday's markets, and economists think the number will not really show any improvement.

  • Research In Motion's Real Outlook? Grim Wednesday, 28 Jul 2010 | 7:25 PM ET
    Blackberry Curve

    Since the initial shock of Research In Motion's(RIMM) disappointing quarterly earnings numbers last month, a number of investors have tried to call a bottom and point out how cheap are the company's shares. They shouldn't. A report from TheStreet.

  • 10 Huge Earnings Surprises for Analysts Wednesday, 28 Jul 2010 | 5:33 PM ET

    Earnings season is underway and stocks are rallying on better-than-expected profits. In this report from TheStreet, here are 10 companies that beat analysts' earnings expectations by wide margins. They are ordered by outperformance, from smallest to biggest surprise.

  • Stocks Snap Winning Streak; RIM Gains Wednesday, 28 Jul 2010 | 5:17 PM ET

    Stocks remained lower Wednesday after the Fed’s latest  "beige book" report pointed to a slowly recovering economy. Boeing fell. RIM rose.

  • So far, 77 percent of the S&P 500 companies that have reported earnings exceeded expectations, which has led to lower price-to-earnings ratios. So with P/E ratios low and interest rates even lower, why aren’t stocks higher? Liz Ann Sonders, chief investment strategist at Charles Schwab and Erik Ogard, director at Russell Investment Group shared their insights.

  • Most Asset Classes to Return 4-5%: Bill Gross Wednesday, 28 Jul 2010 | 3:49 PM ET

    Investors should expect steady, but not dazzling returns in any asset class given real economic growth of only 1 percent to 2 percent, bond giant Pimco's CIO Bill Gross said on CNBC Wednesday.

  • Stocks Hold Losses After Beige Book; RIM Up Wednesday, 28 Jul 2010 | 2:49 PM ET

    Stocks remained lower Wednesday after the Fed’s latest  "beige book" report pointed to a slowly recovering economy. Boeing fell. RIM rose.

  • Earnings Solid, So Why Won't Companies Part With Cash? Wednesday, 28 Jul 2010 | 2:33 PM ET

    Even amid the trumpeting of an economic recovery and the resurgence of the stock market, companies reporting earnings are showing a strong reticence to part with the cash stowed away in their coffers.

  • Everyone got out of hand with too much leverage a few years ago. Now in deal making, the media banker said, "we are giving companies enough leverage to actually transact in sectors—sometimes with leverage ratios that are higher than if they traded in that same sector."

  • 4 'Good Quality' Picks in This Choppy Market: Strategist Wednesday, 28 Jul 2010 | 12:16 PM ET

    Investors should look for companies with strong earnings and growth potential, said Doug Bantum, head of sales at Capstone Investments. He discussed his best plays.

  • Avis' Long Shot for Dollar Thrifty Wednesday, 28 Jul 2010 | 12:00 PM ET
    Avis auto rental kiosk

    One possible scenario for Avis, which is far smaller than Hertz and also smaller than the company it is seeking [Dollar Thrifty] is for it to counter with the upcoming bid. While Avis is poised to give it a shot, it’s still a long one that it will come out of this winning the war.

  • Demand Upswing: Lots of Bullish Signs Wednesday, 28 Jul 2010 | 11:19 AM ET

    Stocks opened flat and fell further after S&P futures slipped about 5 points following a disappointing June durable goods report. The US Commerce Department reported demand for durables had its steepest drop since last August, falling 1.0 percent. That was significantly below economists’ expectations of 1.0 percent GROWTH. Yet...

  • Stocks Slide After Weak Durables Report Wednesday, 28 Jul 2010 | 11:18 AM ET

    Stocks declined Wednesday after a weak durable-goods report and disappointing earnings report from Boeing.

  • Buy and Sell at These S&P Levels: Strategist Wednesday, 28 Jul 2010 | 10:53 AM ET

    Stocks wavered on Wednesday as investors sifted through a mixed bag of earnings and a drop in durable-goods orders. Joseph Duran, CEO and co-founder of United Capital Financial Partners, and Ron Carson, CEO of Carson Wealth Management Group, discussed their market outlooks.

  • Six in 60 Seconds: Dreamworks, Alcon and More... Wednesday, 28 Jul 2010 | 10:52 AM ET
    Six in 60

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

  • Busch: Blinder & Zandi—Our Stimulus Worked! Wednesday, 28 Jul 2010 | 10:38 AM ET

    Honestly, can anyone argue that $862 billion of spending won’t help? Actually, they lump the Wall Street bailout, the bank stress tests, the emergency lending and asset purchases by the Federal Reserve, and the Obama administration’s fiscal stimulus program all together to say that it all worked.

  • Yoshikami: BP, CEO's, and Accountability Wednesday, 28 Jul 2010 | 10:32 AM ET

    Looks like Tony Hayward will have his life back after all. British oil giant BP has replaced him with Bob Dudley, an American known for diplomacy. This move that might soften U.S. criticism of the way BP has been handling the oil spill in the Gulf of Mexico.

  • Kaminsky's Call: Why Voting Shares are Big-Swim Territory Wednesday, 28 Jul 2010 | 10:28 AM ET
    Stock shares

    There is always the danger one class of shares could get acquired, which would throw the relationship out of whack. There are also liquidity issues as well. But biggest reason for me is the notion that if something seems too good to be true, it probably is.

  • How Wall Street Will Beat the New Financial Regulations Wednesday, 28 Jul 2010 | 10:15 AM ET
    Wall Street

    "What the law did was force the banks to rethink their business lines, their pricing strategies, their methodology for maintaining their balance sheet," banking analyst Dick Bove . "When they rethink it all, they will be able to offset all of the costs of this bill."