Investment Strategy


  • Time to Buy Chinese Banks: Strategist Wednesday, 27 Oct 2010 | 6:42 AM ET

    Chinese banks are "a good place to be," Emerson Yip, Greater China fund manager at JP Morgan said on CNBC.

  • Broker works the trading floor at the New York Stock Exchange.

    As the Fed's November meeting approaches, the markets are increasingly concerned that the central bank is cooking up inflation with its new easing plan.

  • New Berkshire Manager Short on Experience: Fund Exec Tuesday, 26 Oct 2010 | 6:03 PM ET

    Berkshire Hathaway would have been wiser to outsource investing advice to hedge funds rather than hire a manager whose experience is concentrated in one sector, another fund's manager told CNBC Tuesday.

  • Plenty of Money for Acquisitions: TD Ameritrade CEO Tuesday, 26 Oct 2010 | 4:33 PM ET

    While profits fell in its fiscal fourth quarter, TD Ameritrade President and CEO Fred Tomczyk told CNBC Tuesday that it had “plenty of capacity,” including $1.1 billion in liquid assets, to spend on acquisitions.

  • Stocks End Mostly Flat; Materials Drag Tuesday, 26 Oct 2010 | 4:18 PM ET

    Stocks ended slightly higher, but remained at about the same place where they started Tuesday as investors held steady under a raft of earnings in anticipation of next week's elections and likely announcement of a new economic stimulus program from the Federal Reserve.

  • Stocks Rise Ahead of Close; Materials Drag Tuesday, 26 Oct 2010 | 3:31 PM ET

    Stocks rose ahead of the market close Tuesday, led by consumer cyclical stocks. Stocks were pressured for most of the afternoon as investors held steady under a raft of earnings in anticipation of next week's elections and likely announcement of a new economic stimulus program from the Fed.

  • Best Auto Stocks to Buy Now: Analysts Tuesday, 26 Oct 2010 | 2:24 PM ET

    What's the state of the auto industry and should investors be looking to auto stocks? Investing in the auto sector was the topic Tuesday on CNBC for David Silver, equity research analyst at Wall Street Strategies and Michael Ward, auto analyst at Soleil Securities.

  • New ETFs to Feed Metals Frenzy Tuesday, 26 Oct 2010 | 1:47 PM ET
    Gold Bricks

    The metals industry continues to be a wildly attractive region of the market for ETF sponsors. Gold, silver and other precious metals, in particular, are drawing huge crowds as investors seek out ways to protect against rampant market volatility.

  • Inflation Rears Its Head Tuesday, 26 Oct 2010 | 12:55 PM ET

    Earnings: inflation rears its head, compressing margins at big users of raw materials. My prior reported noted strength in the luxury retailers—but let's look at the other side of the coin today—the middle market, particularly home improvement, continues to see terrible results. And one reason margin is under pressure is inflation.

  • Should You Invest Like the 'New' Warren Buffett? Tuesday, 26 Oct 2010 | 12:43 PM ET

    Investor Warren Buffett has hired a relatively unknown hedge fund manager, Todd Combs, to help oversee Berkshire Hathaway’s overall portfolio. It's come as a a surprise to many. Combs is a 39-year-old hedge fund manager from Connecticut, will "soon be joining Berkshire as an investment manager."

  • Making Do With Less is the 'New Retirement' Tuesday, 26 Oct 2010 | 12:28 PM ET

    Longer life expectancies, rising health-care costs and dwindling investment portfolios could be devastating to the personal finances of pre-retirees, unless serious changes are made in retirement planning.  Welcome to the new retirement normal.

  • Stocks Turn Mixed; DuPont Slips, BofA Gains Tuesday, 26 Oct 2010 | 11:38 AM ET

    Stocks struggled to remain in positive territory Tuesday after a rise in consumer confidence offset disappointing reports on home prices and earnings.

  • Stocks to Watch: Marriott, Blue Nile and More ... Tuesday, 26 Oct 2010 | 11:00 AM ET
    Six in 60

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

  • Airgas Logo

    Airgas sent a letter to Air Products reiterating its opposition to the $65.50 offer. More importantly, it also stated that each of Airgas' ten directors think the offer is inadequate. This is significant because in a hotly disputed vote Air Products succeeded in replacing three Airgas directors.

  • How Bank CEO and Hedge Fund Campaign Donations Differ Tuesday, 26 Oct 2010 | 10:35 AM ET

    CEOs of big Wall Street firms tend to distribute their political contributions equally between Democrats and Republicans, but hedge fund chiefs sink money along partisan lines.

  • Why Luxury Goods Are So Strong Tuesday, 26 Oct 2010 | 10:34 AM ET

    Coach has confirmed that global luxury brands are in good shape. Coach reported astonishing numbers, well above expectations (gross margins of 74.2%!) with strength not just in Asia but also in the U.S.

  • Todd Combs: Buffett’s Next Strategic Investment? Tuesday, 26 Oct 2010 | 9:17 AM ET
    Warren Buffett

    Warren Buffett’s hiring of a relatively unknown hedge fund manager, Todd Combs, to help oversee Berkshire Hathaway’s overall portfolio came as a surprise to many. In the past month, speculation ran high as to who would take the top job as next investment chief at Berkshire.

  • Futures Fall Amid Weak Housing Data; Dollar Gains Tuesday, 26 Oct 2010 | 9:09 AM ET

    U.S. stock index futures weakened Tuesday as investors digested a handful of mixed earnings reports and as the dollar made gains against the euro and yen.

  • What's On: Earnings, LeBron James' New Ad, a GOP Win Tuesday, 26 Oct 2010 | 8:28 AM ET

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

  • Have Investors Baked In a GOP House Victory? Tuesday, 26 Oct 2010 | 8:21 AM ET

    Share your opinion in today's poll.

Most Popular Video

Thursday, 17 Apr 2014 | 7:46 AM ET

Marty Mosby, Guggenheim Partners analyst, breaks down the big bank's quarterly numbers.

Thursday, 17 Apr 2014 | 7:34 AM ET

They want to paint her as a dove, says John Ryding, RDQ Economics, sharing his thoughts on what will likely prompt the Federal Reserve to raise interest rates, and whether inflation will become a factor in Fed policy.

Thursday, 17 Apr 2014 | 7:02 AM ET

It's the tie together of beverages and snacks that's working really well, says Hugh Johnston, PepsiCo CFO, discussing his company's quarterly numbers and sharing his thoughts on Pepsi's diverse global brand.