Investment Strategy


  • A home is advertised for sale at a foreclosure auction in Pasadena, California.

    As if the problems in foreclosures weren't enough, another potential problem for the nation's big banks is raising its head today and is the key reason that shares of banks such as Bank of America are down sharply and credit default swap for some banks are widening.

  • Corn: Burden to Consumers, But Big Boon For Investors Thursday, 14 Oct 2010 | 2:05 PM ET

    Corn prices are flying higher, presenting headaches for consumers but opportunities for investors.

  • One Winner Today: Mortgage Insurers Thursday, 14 Oct 2010 | 1:59 PM ET

    The mortgage insurers are all up today. Traders tell me this is because insurers are increasingly confident they will be able to put-back private mortgage insurance claims against the big banks.

  • I’m bullish on the markets and this is a great time for investors to get in, said Mark Mulholland, portfolio manager at Matthews 25 Fund. He shared his top holdings now.

  • 5% of GM Common Shares Reserved for Employees, Dealers Thursday, 14 Oct 2010 | 1:12 PM ET

    GM disclosed the amount Thursday in a filing with the U.S. SEC. GM says it asked investment bankers running the IPO to reserve the shares for U.S. and Canadian employees, retirees and dealers.

  • Stocks Decline More, Led by Banks; Telecom Rises Thursday, 14 Oct 2010 | 11:55 AM ET

    Stocks fell after news of higher inflation and weakness in the employment market, and as financial stocks skidded.  McDonald's and Verizon rose, while Bank of America and JPMorgan fell.

  • Banks Weak—But How Big Is Foreclosure Mess? Thursday, 14 Oct 2010 | 11:51 AM ET

    It is very difficult for the S&P 500 to move ahead with financials so weak today (financials are the second biggest sector in the S&P 500, at 15.5 percent of the index, tech is the largest at 18.9 percent), but techs and healthcare are showing some mid-morning strength.

  • Goyette: Finding Shelter in a Currency Crisis Thursday, 14 Oct 2010 | 11:40 AM ET

    With polls suggesting Republicans are set to re-take the House, it looks like the Democrats have a glass jaw to go along with that tin ear. And while scattered tea party victories gave the Republican establishment the thrashing it so richly deserved, the bad news is that none of it matters to our financial prospects.

  • Ad Recovery Is Surprisingly Strong: No. 1 Analyst Thursday, 14 Oct 2010 | 11:39 AM ET

    Alexia Quadrani of JPMorgan was named the top publishing and advertising analyst by Institutional Investors’ 2010 All-America Research Team survey Thursday. She shared her sector outlook and best plays.

  • Art Cashin: Fed Will Continue to Debase Dollar Thursday, 14 Oct 2010 | 11:23 AM ET

    The dollar index hit the year's low Thursday on expectations the Fed will again print money next month, also known as quantitative easing (QE). Art Cashin, director of floor operations at UBS Financial Services, shared his insights.

  • trader_usflag_200.jpg

    Weekly jobless claims should swing market focus back to the U.S. economy Thursday, at least temporarily.

  • Stocks to Watch: MGM Resorts, SunTrust Banks and More ... Thursday, 14 Oct 2010 | 11:12 AM ET
    Six in 60

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

  • Wells Adds to Crisis Over Home Seizures Thursday, 14 Oct 2010 | 10:10 AM ET

    The US mortgage foreclosure crisis deepened as it emerged that Wells Fargo may have used practices that prompted rivals to halt home repossessions, and JPMorgan Chase said banks might be fined over the issue.

  • For-Profit Education Dominoes Start to Fall Thursday, 14 Oct 2010 | 10:07 AM ET
    degree and cash

    If investors in for-profit education companies didn’t get the risks associated with the group before Apollo Group reported earnings last night, they just got hit over the head with a two-by-four.

  • Traders Watching Dollar Weakness Thursday, 14 Oct 2010 | 10:07 AM ET

    September PPI, up 0.4 percent, was hotter than expected, initial jobless claims were a bit higher than expected—but the big discussion on desks was the continuing weakness in the dollar, which lost ground against most major currencies.

  • Futures Fall After Jobless Claims, Inflation News Thursday, 14 Oct 2010 | 9:11 AM ET

    U.S. stock index futures slumped after the government reported jobless claims rose to 462,000 last week, and producer prices rose 0.4 percent in September.

  • See what's happening, who's talking and what will be making headlines on Thursday's Squawk on the Street.

  • Is Apple or Google the Better Buy? Thursday, 14 Oct 2010 | 7:57 AM ET

    Share your opinion in today's poll.

  • Don't Worry About Stocks' Technical Highs: Strategist Thursday, 14 Oct 2010 | 3:57 AM ET

    Expectations of a second round of asset-buying, or quantitative easing, implemented by the Federal Reserve are nothing but good news for the stock market, Simon Maughan, co-head of European equities at MF Global, told CNBC.

  • NYSE Volume Tops 5 Billion Shares Wednesday, 13 Oct 2010 | 5:19 PM ET

    This financial traded over 1 billion shares, accounting for 20 percent of total volume.