Investment Strategy


  • 4 Stocks to Benefit From Health Care Reform: Strategist Thursday, 10 Dec 2009 | 11:55 AM ET

    Senate Democrats came to an agreement on Tuesday to replace the controversial government-run public insurance option with a scaled-back non-profit plan. So which companies in the health care sector are worth investing in? John Sullivan, director of research and health care investment strategist at Leerink Swann, shared his insight.

  • Art Cashin: The S&P's New 'Sell Signal' Number Thursday, 10 Dec 2009 | 11:26 AM ET

    U.S. jobless claims rose more than expected last week—by 17,000 to 474,000—after five straight weeks of declines. Art Cashin, director of floor operations at UBS Financial Services, shared his market insights.

  • Dubai, Greece and Spain Are So Yesterday Thursday, 10 Dec 2009 | 9:01 AM ET

    Dubai, Greece and Spain are...not a problem any more? Seems that way...global markets are higher, including the stock markets of all three of those countries.

  • Futures Hold Gains After Jobless Report Thursday, 10 Dec 2009 | 8:59 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Wall Street is set for a slightly higher open Thursday, after the previous session's late rally halted the negative momentum that had been clearly evident in the markets on Tuesday.

  • Market Tips: Risky Assets to Keep Rising in 2010 Thursday, 10 Dec 2009 | 6:03 AM ET

    Global stocks were mixed on Thursday, with European shares rebounding after three days of declines. Experts told CNBC risky assets could gain more ground next year.

  • China's Consumer Growth Story 'Exciting' Thursday, 10 Dec 2009 | 3:47 AM ET

    Investors should ride on China's consumer growth story as it is the "most exciting segment" in the world, said Tan Teng Boo, CEO of iCapital.biz.

  • Thursday's data includes closely watched weekly jobless claims and international trade, while Treasury Secretary Tim Geithner talks TARP at a Congressional Oversight Panel hearing.

  • US Stocks Close Higher as Materials Stocks Rise Wednesday, 9 Dec 2009 | 4:07 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks rebounded Wednesday, as a weaker U.S. dollar gave a boost to commodities, sending materials stocks higher.

  • Street Wants Citi to Use Cash For TARP Wednesday, 9 Dec 2009 | 4:03 PM ET

    Will they or won't they? Citigroup Chairman Richard Parsons told CNBC's Scott Cohn that they were in negotiations with regulators on how to proceed with the repayment of $20 billion in TARP money owed to the government; our Maria Bartiromo also said that CEO Vikram Pandit has changed his travel plans to complete the deal.

  • Will 'This' Be The Issue of 2010? Wednesday, 9 Dec 2009 | 3:42 PM ET

    Sovereign debt issues around Spain, Greece and other countries is greatly complicating stock market trading as we approach the end of the year.

  • Farr: Buy And Hold Works! Wednesday, 9 Dec 2009 | 3:28 PM ET

    Following a rare decade in which bonds outperformed stocks, many of the talking heads are declaring dead the tried-and-true strategy of buying quality companies and holding them for long periods of time.

  • Investors Expect This Sports Apparel Firm to Drop Wednesday, 9 Dec 2009 | 2:13 PM ET

    Lululemon Athletica reports earnings after the bell today, and investors are positioning for a potential drop.

  • Are the Holidays a Litmus Test for Economic Recovery? Wednesday, 9 Dec 2009 | 1:05 PM ET

    Want some proof that the economy is not yet on solid ground? Look closely at the retail sector. Olivier Garret, CEO Of investment consulting firm Casey Research, takes a look at employment trends, the consumer and the economy.

  • What Options Are Saying About JPMorgan Wednesday, 9 Dec 2009 | 12:42 PM ET

    JP Morgan bounced off technical support levels today, and one trader is repositioning for the upside.

  • 6 Big TARP Banks We Like: Equity Pros Wednesday, 9 Dec 2009 | 12:38 PM ET

    Treasury Secretary Timothy Geithner told Congress on Wednesday that the administration will extend the government's TARP until next fall, saying it's needed to protect against fresh economic shocks. Chris Kotowski, of Oppenheimer & Co, and Jeff Harte, of Sandler O'Neill, discuss how the extension will affect the financial sector.

  • Why Investors Shouldn’t Short the Dollar: Strategist Wednesday, 9 Dec 2009 | 11:28 AM ET

    It has been a rough 2009 for the U.S. dollar—it’s almost down 11 percent, but 2010 could be a different story. David Dietze, president and chief investment strategist at Point View Financial Services shared his insights on the greenback.

  • Markets to Rise Another 15-20% by Mid-2010: Strategist Wednesday, 9 Dec 2009 | 10:28 AM ET

    Markets opened lower on Wednesday, but Carmine Grigoli, chief investment strategist at Mizuho Securities said he expects the stock rally to continue. He shared his market outlook and sector picks.

  • Stocks Open Lower Amid Global Economy Doubts Wednesday, 9 Dec 2009 | 10:27 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks opened flat to slightly lower Wednesday as concerns mounted over the global economy and the US dollar continued to assert itself as a popular safety play.

  • How to Invest with a 1,250 S&P: BlackRock's Doll Wednesday, 9 Dec 2009 | 9:51 AM ET

    Stocks opened flat to slightly lower on Wednesday as concerns mounted over the global economy and the US dollar continued to assert itself as a popular safety play. Robert Doll, vice chairman and global CIO of equities at BlackRock shared his market outlook.

  • What's Got Traders Worried Wednesday, 9 Dec 2009 | 9:32 AM ET

    Despite continuing worries about markets in Dubai and Greece (down another 6 percent and 2 percent respectively today) the dollar is weaker this morning, and that is helping stocks and commodities. The Japanese revised their GDP dramatically lower, which some argue will keep rates low for the foreseeable future, thus helping the short dollar trade.