Investment Strategy


  • Smaller Stocks May Be First Victims of Fed Pullback Tuesday, 3 May 2011 | 2:28 PM ET
    An Indian stock broker looks worried as he watches the screen in Mumbai, India.

    When the Federal Reserve ends its easing program in June, small and mid-cap stocks—which have gained the most so far—could be the most susceptible to a pullback

  • Social Media Bubble Forming?     Tuesday, 3 May 2011 | 2:14 PM ET

    Taking a look at Ren Ren, China's social network IPO, and discussing whether a social media bubble is forming, with CNBC's Julia Boorstin, and John Abell, Wired.com.

  • Investors Poured $22 Billion Into ETFs in April Tuesday, 3 May 2011 | 1:50 PM ET

    Investors doubled their net buying of ETFs and ETNs in April from the month before, committing an extra $22.4 billion, according to data just released by the National Stock Exchange.

  • Apple In the "Green"     Tuesday, 3 May 2011 | 1:50 PM ET

    CNBC's Jon Fortt with latest details on Apple's huge stash of cash, despite trading off it's high. What should Apple do with all that cash? CNBC's Herb Greenberg weighs in.

  • Refinery Squeeze     Tuesday, 3 May 2011 | 1:14 PM ET

    CNBC's Jane Wells looking at gasoline inventories and what drivers can expect, as summer driving season approaches, and Phil Weiss, Argus Research with a look at winners and losers among refiners.

  • Fed & Fixed Income     Tuesday, 3 May 2011 | 1:08 PM ET

    Discussing interest rates and the case for fixed income, with Rick Rieder, BlackRock CIO, Fundamental Fixed Income.

  • Analyze This: Silver ETF     Tuesday, 3 May 2011 | 12:40 PM ET

    The Fast Money Traders and Dan Dicker, independent oil trader weigh in on silver ETFs and whether they're a good play for investors. Also checking in on today's Pops & Drops.

  • Ear to the Wall     Tuesday, 3 May 2011 | 12:30 PM ET

    The Fast Money traders weigh in on which trades you should put down today.

  • Call To the Floor: Humana     Tuesday, 3 May 2011 | 12:30 PM ET

    Discussing Humana's record earnings; growth in the health care sector, and health care reform, with Michael McCallister, Humana president/CEO.

  • The tech sector has the “dynamics and play” that can drive the markets in the next two years, said David Goerz, CIO of Highmark Capital.

  • Hedge Funds Betting on $200 Oil?     Tuesday, 3 May 2011 | 12:20 PM ET

    CNBC's Kate Kelly with the backstory on a hot trade in the the hedge fund community--$200 oil. David Albrycht, Virtus Investment Partners, weighs in on the trade.

  • Apple—the Real King of Cash Tuesday, 3 May 2011 | 12:18 PM ET

    When you look at just the raw cash numbers (including cash equivalents and short-term marketable securities), Apple is down the list at No. 6 with a lowly $29 billion. Here’s what most people—even analysts—overlook.

  • Financials Have 'Tremendous Upside': Stock Picker Tuesday, 3 May 2011 | 12:16 PM ET

    Bank stocks will eventually help lift the stock market as some of these companies have “tremendous upside,” according to Anton Schutz, president and portfolio manager of Mendon Capital.

  • Stocks Turn Mixed; Utilities Gain, Pfizer Falls Tuesday, 3 May 2011 | 11:55 AM ET

    Stocks turned mixed in quiet trading after a varied batch of earnings reports, as investors took a step back after sending the market to multi-year highs in April.

  • What's Next for Stocks     Tuesday, 3 May 2011 | 11:07 AM ET

    Will current economic conditions help the market on its way to 13,000? Kimberly Foss, Empyrion Wealth Management, and William Stone, PNC Wealth Management, discuss.

  • The technical charts still look “relatively positive” and we have “quite a ways to go” in the long-term, according to Robert Sluymer, technical strategist at RBC Capital Markets, and John Wilson, chief technical strategist at Morgan Keegan.

  • Stocks to Watch: Avon Products, Herbalife and More ... Tuesday, 3 May 2011 | 11:05 AM ET
    Six in 60

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

  • Investing in Autos     Tuesday, 3 May 2011 | 10:40 AM ET

    A strong buy opinion on General Motors and a buy opinion on Ford, as well as the reasons why, with Efraim Levy, equity analyst, Standard & Poor's, and David Whiston, Morningstar.

  • How to Trade Cotton, Sugar and Lumber: Analyst Tuesday, 3 May 2011 | 10:39 AM ET

    Cotton, sugar and lumber prices have been on the decline in the last month, so how should investors trade each of the commodities? Sterling Smith, commodity analyst at Country Hedging, shared his best plays.

  • How to Be the Next Google: Keys to Start-Up Success Tuesday, 3 May 2011 | 9:57 AM ET

    Bringing about disruption is incredibly hard. And it takes an especially driven type of entrepreneur, a lot of money and even more luck and the ability to clear some pretty big hurdles.