Investment Strategy


  • There Are Still Deals in Value Stocks: Gabelli Friday, 30 Apr 2010 | 5:59 PM ET

    Although it is harder to find a bargain on value stocks than it was a year ago, investors can still find a deal in some infrastructure companies, Mario Gabelli, of Gamco Investors, told CNBC at Berkshire Hathaway's annual shareholder meeting Friday.

  • Greece Deal More Important Than Goldman Friday, 30 Apr 2010 | 5:32 PM ET

    The new reputational/political risk associated with the market in key stocks (BP, Goldman, Massey) is the biggest story of the week. A good example of the uncertainty in the trading community is a note sent out by Buckingham Research this afternoon regarding Goldman. It is titled: Litigation/Political Risk Too Difficult to Handicap...

  • Sell in May, Go Away? Yes, Says Senior Analyst Friday, 30 Apr 2010 | 3:44 PM ET

    Advocating the old Wall Street saying, "sell in May and then go away," a European analyst said there are "dark clouds ahead" in the markets.

  • Stock Selloff Continues; Banks Hit by Goldman Friday, 30 Apr 2010 | 3:36 PM ET

    Stocks continued to fall in the final hour as Goldman Sachs tumbled on reports of a federal probe, prompting investors to unload bank shares.

  • Four Stocks to Play a Global Building Boom Friday, 30 Apr 2010 | 3:14 PM ET

    With CIBC World Markets predicting countries will spend about $30 trillion on infrastructure over the next 20 years, Tom Anderson, associate editor of Kiplinger's Personal Finance, offered four stocks to play the global building boom.

  • Has The Goldman Powerhouse Taken One-Hit Too Many? Friday, 30 Apr 2010 | 3:12 PM ET

    As the titan of Wall Street continues to be bombarded by SEC civil fraud charges and now a criminal inquiry, can its franchise remain intact?

  • Goldman Sachs

    In just a few weeks, Goldman Sachs has gone from Wall Street darling to favorite punching bag.

  • 1998 iMac

    Apple is en fuego. But if you had to choose, which would you rather own — Apple stock or Apple products?

  • Why Financials Are Falling Friday, 30 Apr 2010 | 2:50 PM ET

    Dow drops at least 114 points midday, financials lead declines. What's ailing financials? What isn't..?

  • 13 'World Class' US Stocks to Play Europe's Fall Friday, 30 Apr 2010 | 2:36 PM ET

    With the debt crisis in Europe growing more severe by the day, is now the time to invest in US stocks? Harry Rady, CIO of Rady Asset Management, and Jason Pride, director of investment strategy at Glenmede, offered CNBC their insights.

  • Anger, Taxes and Wall Street Friday, 30 Apr 2010 | 1:12 PM ET

    Efforts to close the tax-rate loophole that private equity and hedge funds pay on profits seems to be heating up. Are lawmakers taking a second look?

  • Oil, Banks and Coal: Reputational Risk Rampant Friday, 30 Apr 2010 | 12:23 PM ET

    Spills, investigations, and reputational risk: Several companies in 3 different areas (energy, financials and coal) are experiencing problems Friday.

  • Stocks Remain Weak; Banks, Tech Drag Friday, 30 Apr 2010 | 11:53 AM ET

    Stocks were lower in midday trading amid disappointing economic news, with financials and technology leading the way.

  • Morici: This Recovery is Anti-Middle Class Friday, 30 Apr 2010 | 11:18 AM ET

    Real GDP increased about $162 billion since the second quarter of 2009, when the economy bottomed out. Wall Street for 2009 paid out bonuses of nearly $150 billion on profits twice that amount. The rest of the economy, on balance, went backwards.

  • More Investors Buying Stocks: Ameritrade's Moglia Friday, 30 Apr 2010 | 10:55 AM ET

    TD Ameritrade chairman Joe Moglia told CNBC Friday that his clients—individual investors—are regaining confidence in the stock market and increasing their equity holdings.

  • Market Fundamentals Are Still 'Very Strong': Art Hogan Friday, 30 Apr 2010 | 10:44 AM ET

    Markets opened lower on Friday after US GDP came in lower than expected. What does this mean for the markets next week? Arthur Hogan, global equity product strategist at Jefferies, shared his insights.

  • While the EU/IMF/ECB continuing to work towards an agreement on Greece, my thoughts turn to the voting that will occur next week in Germany.

  • Farrell: Dumb Moves on Both Sides of the Atlantic Friday, 30 Apr 2010 | 10:27 AM ET
    John Alfred Paulson, president of Paulson & Co., Inc.

    Just how dumb can you be? The guys that took the other side of the Fabulous Fab-concocted CDO-Squared whatever it was weren't stupid because they bet wrong on the housing market.

  • Pisani: Builders Looking Good Friday, 30 Apr 2010 | 9:00 AM ET

    Europe about flat this morning, strong belief that a package for Europe will be announced Sunday or Monday

  • Futures Shave Some Gains on GDP Letdown Friday, 30 Apr 2010 | 8:41 AM ET

    Stock index futures rose Friday as fears of a default in Greece subsided after officials said a rescue plan could be unveiled as early as Friday night or during the weekend.