Investment Strategy


  • Dow Ekes Out 7th Gain; Techs Jump, Banks Skid Wednesday, 14 Jul 2010 | 5:23 PM ET

    Stocks closed mostly flat Wednesday after an up-and-down day punctuated by negative economic news and a lowered growth forecast by the Federal Reserve.

  • Fed Forecast: Like a Long, Bumpy Train Ride Wednesday, 14 Jul 2010 | 5:05 PM ET
    Federal Reserve

    Does the Federal Reserve  mean it could take up to five to six years to get the economy performing to its potential? It does not mean we will be in recession that entire time. In fact, the Fed sees growth of 3 percent this year, accelerating to 4 percent in 2012.

  • Greenberg: Canary in the Chip Coal Mine? Wednesday, 14 Jul 2010 | 4:41 PM ET

    Here's an interesting tidbit from the semiconductor world — and it has nothing to do with Intel, at least not yet.

  • How Disappointing Was Intel's Trading Action? Wednesday, 14 Jul 2010 | 4:35 PM ET

    Intel trading action today: how disappointing? Intel, which was trading up 7 percent pre-open, opened at $22.06 and moved in a slow, straight line downward to close at $21.36 (up 1.6 percent) on huge volume—nearly 200 million shares, almost three times normal volume.

  • Smart Tech Set To Price Wednesday, 14 Jul 2010 | 3:45 PM ET

    Smart Technologies (SMT) set to price on NASDAQ tonight. Price talk is 35.3 million shares at $16-$18; my sources tell me the book was closed at noon today (usually a sign of strong demand).

  • Wall Street Bond Desks Ramping Up Wednesday, 14 Jul 2010 | 3:23 PM ET

    Several Wall Street firms are looking to expand their asset-backed trading. UBS has added 350 new traders and salespeople over the last 12 months; Morgan Stanley has hired 250 people in new fixed income and is expected to hire 200 more.

  • Markets See Slowdown or Double Dip? Wednesday, 14 Jul 2010 | 2:44 PM ET

    "Five to Six Years for the economy to fully recover? Give me a break!" That was the cry from one trader on the NYSE floor as our Steve Liesman read the headlines from the FOMC minutes from June 22-23.

  • 'Buy & Fold': An Alternative Strategy Wednesday, 14 Jul 2010 | 2:23 PM ET
    Money in Mattress

    Simon Baker, the founder of Baker Avenue Asset Management, got his start managing wealth at big Wall Street firms. But the U.K.-born money manager bristles when presented with arguments for the traditional "buy and hold" methodology still touted by his various alma maters.

  • Kneale: Why Verizon Needs to Split Apart Wednesday, 14 Jul 2010 | 2:13 PM ET

    Here's the case for how Verizon might break itself in half, holding on to sexy and dumping the fusty. Verizon itself has been shedding high-cost, old-fashioned phone lines in more rural markets. Why not elevate that idea to a grander scale?

  • 10 Large-Caps With Fastest Sales Growth Wednesday, 14 Jul 2010 | 1:37 PM ET

    Investors concerned about a double-dip can shield themselves with large-cap companies that have global reach and ample cash to withstand a slowdown.

  • 4 Tech Stock Picks Beyond the Usual: Analysts Wednesday, 14 Jul 2010 | 12:38 PM ET

    Apple, Google, Amazon and Microsoft are the so called "Four Horsemen" of the tech stock world and sit in many porfolios. But what other tech stocks should investors consider? Kim Caughey, senior equity analyst at Fort Pitt Capital Group and Randy Bateman, chief investment officer at Huntington Funds, stopped by to offer their picks.

  • Two Sides of Recovery: Shipping Up, Housing Down Wednesday, 14 Jul 2010 | 12:38 PM ET

    Two barometers of the US economy are moving in different directions, sending mixed messages about the depth, breadth and speed of the recovery.

  • Cost of an Apple Recall: It Depends Wednesday, 14 Jul 2010 | 11:55 AM ET

    While most traders do not believe Apple will do a recall of the iPhone to address the antenna issues, a recall would not cause immense damage to the company, according to several analysts.

  • Stocks Rise, Led by Techs; Banks Slip Wednesday, 14 Jul 2010 | 11:50 AM ET

    Stocks climbed into positive territory at the halfway point Wendesday, led by technology, after Intel's strong earnings and outlook. Financials were mostly lower.

  • Six in 60 Seconds: KB Home, OpenTable and More... Wednesday, 14 Jul 2010 | 10:53 AM ET
    Six in 60

    Today's six stocks worth watching.

  • Markets to Stay 'Highly Volatile': Strategists Wednesday, 14 Jul 2010 | 10:47 AM ET

    Markets opened lower on Wednesday after a report showed retail sales fell for a second straight month and report out of Europe that several banks will fail their stress tests. Madelynn Matlock, director of international investments at Huntington Funds and John Browne, senior market strategist at Euro Pacific Capital discussed their insights.

  • Radio Shack's Soft Auction for a Possible Sale Wednesday, 14 Jul 2010 | 10:44 AM ET

    Participants in that auction tell me, in recent days, it has slowed and while there was significant interest from PE initially, that interest is now being described as more modest, though bankers tell me a few sponsors continue to work on a deal.

  • Economy Will Need Time To Recover: BlackRock's Doll Wednesday, 14 Jul 2010 | 10:41 AM ET

    BlackRock is out with its third quarter allocation report, and Robert Doll, BlackRock vice chairman, along with Curtis Arledge, BlackRock cio of fixed income, fundamental portfolios, gave their outlook on the economy and the markets.

  • Greenberg: Analyzing Intel's Optimistic Conference Call Wednesday, 14 Jul 2010 | 9:59 AM ET

    Intel's conference call was about as optimistic and bullish as any I've heard.

  • Kaminsky's Call: Clorox is Strong and Steady Stock Wednesday, 14 Jul 2010 | 9:31 AM ET

    Add Clorox to the "One Decision" stock member club because this company is so strong that the thought of selling won't enter your mind.