Investment Strategy


  • China Stocks Set for Multi-Year Bull Run: Strategist Thursday, 14 Oct 2010 | 10:25 PM ET

    China is the big investment theme with mainland equities set to see a multi-year bull run, said to Puru Saxena, chief executive, Puru Saxena Wealth Management.

  • Friday Look Ahead: Fed Chief, Data & China in Spotlight Thursday, 14 Oct 2010 | 10:20 PM ET

    Fed Chairman Ben Bernanke's speech in Boston on Friday is by far his most anticipated commentary since, well, August.

  • GE Earnings: What to Expect Thursday, 14 Oct 2010 | 5:44 PM ET
    General Electric building in Ohio

    GE shares  have risen 8% over the past year but have been quite volatile, ranging from a 52-week closing high of $19.70 on April 30 to a low of $13.75 on July 2, amid investor concerns about the economy and complicated healthcare and financial reform legislation and credit risk at GE Capital.  ...A report from TheStreet.

  • Is VIX Pointing to a Market Correction? Thursday, 14 Oct 2010 | 5:23 PM ET

    The rally that added 15 percent to the S&P 500 Index since early July may be under threat. At least that's what the VIX may be signaling.

  • Working in Retirement: Act Two! What Now? Thursday, 14 Oct 2010 | 4:55 PM ET

    An increasing number of Americans, whether it’s because they need the money or want to try something new, are choosing to work in their retirement. It's time for Act Two! So, what happens now?

  • Stocks Come Back to End Slightly Down; Banks Fall Thursday, 14 Oct 2010 | 4:40 PM ET

    Stocks came back from the lows of the session in the last few minutes of the session to end just slightly lower after a tepid government bond auction, a disappointing jobs report and the fallout continued over foreclosure practices at major banks. Bank of America and JPMorgan fell, while McDonald's rose.

  • Stocks Trim Losses Ahead of Close; Banks Fall Thursday, 14 Oct 2010 | 3:55 PM ET

    Stocks pulled back from the lows of the session but remained down after a tepid government bond auction, a disappointing jobs report and the fallout continued over foreclosure practices at major banks. Bank of America and JPMorgan fell, while McDonald's rose.

  • Bank Sector Is Stabilizing: Piper Jaffray COO Thursday, 14 Oct 2010 | 3:46 PM ET

    Financials weighed heavily on the broader market Thursday amid the mounting foreclosure mess and following mixed reviews on JP Morgan earnings. Piper Jaffray President and Chief Operating Officer Thomas Schnettler shared his outlook on the banking sector and how business is doing at his own company.

  • 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.