Investment Strategy


  • Stocks Close Mixed as Nasdaq Ekes Out Gain Tuesday, 17 May 2011 | 4:57 PM ET

    Stocks ended mixed and off the lows of the session, amid concerns over the U.S. economic recovery and a weak earnings forecast from Hewlett-Packard.

  • Selective investment opportunities in the market, with Katie Stockton, MKM Partners.

  • Time to Ditch Junk Bonds?     Tuesday, 17 May 2011 | 4:35 PM ET

    Evaluating risk/reward when buying high yield bonds, with Gershon Distenfeld, Alliance Bernstein and Brad Rogoff, Barclays Capital.

  • Stocks Fall, But Trade off Lows Before Close Tuesday, 17 May 2011 | 3:56 PM ET

    Stocks slipped, led by the riskiest market segments, amid further evidence the economy is slowing down, and a weak earnings forecast from Hewlett-Packard.

  • Value Play: Google or Yahoo!     Tuesday, 17 May 2011 | 3:52 PM ET

    CNBC's Fast Money contributor, Brian Kelly weighs in on whether Google offers a better value play than Yahoo!.

  • HP: Buy or Sell?     Tuesday, 17 May 2011 | 3:43 PM ET

    Digging deeper into HP's earnings and whether the stock is a buy or bust, with Brian Marshall, Gleacher & Company and Ashok Kumar, Rodman & Renshaw.

  • Markets Lower on HP Forecast     Tuesday, 17 May 2011 | 3:30 PM ET

    Advice for investors on how to protect their portfolios in a slow market, with Keith Goddard, Capital Advisors and Rick Fier, Conifer Securities.

  • CalSTRS: Funding the Future     Tuesday, 17 May 2011 | 3:15 PM ET

    Discussing how the nation's second-largest pension fund plans to boost its performance and investment opportunities, with Christopher Ailman, California State Teachers' Retirement System.

  • Bond Report     Tuesday, 17 May 2011 | 3:09 PM ET

    Disappointing reports on housing starts and industrial production helped today's rally in treasury prices, with CNBC's Rick Santelli.

  • Closing Bell Exchange     Tuesday, 17 May 2011 | 3:03 PM ET

    A look at what's driving the market action in the last hour of trading, with CNBC's Bob Pisani, Kayla Tausche, and Sharon Epperson.

  • Rainy Day Investing: Grain Prices Expected to Rebound Tuesday, 17 May 2011 | 2:20 PM ET
    Roy Presson (C) embraces his daughters Catherine (L) and Amanda as they stand on the edge of State Highway HH looking out at their family farm on May 3, 2011 at Wyatt, Missouri. The Presson home and 2,400 acres of land that they farmed was flooded last night when the Army Corps of Engineers blew a massive hole in a levee at the confluence of the Mississippi and Ohio Rivers to help save the town of Cairo, Illinois.

    Experts in the corn, wheat and soy markets expect the sharp pullback in recent weeks to be little more than a temporary correction as heavy rain and strong demand cause prices to rebound.

  • Value Act’s Cephalon Purchase and Disclosure Issue Tuesday, 17 May 2011 | 1:57 PM ET
    Cephalon's Research & Development Headquarters in West Chester, PA.

    In Value Act’s latest 13F filing it discloses a 1.9 million share stake in Cephalon. It’s a stake it did not own in the fourth quarter of last year.

  • Retail Discounters Earnings Preview     Tuesday, 17 May 2011 | 1:40 PM ET

    Reaction to Wal-Mart's earnings release and a preview of BJ's & Target', with Daniel Binder, Jefferies & Co.

  • What Hedge Fund Whales Are Buying     Tuesday, 17 May 2011 | 1:34 PM ET

    What the biggest hedge fund managers are buying and selling as well as what it says about the markets, with CNBC's Tyler Mathisen and Stuart Kirk, Financial Times.

  • When I first heard the news that Hewlett Packard was about to warn that coming quarters wouldn’t be what Wall Street expected, I thought: New CEO. Big Warning. Something smells. My interpretation of the stench: That in a backhanded way, CEO Leo Apotheker is saying that his predecessor Mark Hurd had run the company for the short-term to please Wall Street, not to create a business.

  • Disruptive By Design: Secondmarket     Tuesday, 17 May 2011 | 1:22 PM ET

    Is the IPO market experiencing a slow death? Taking a look at who's buying secondmarket shares, with Barry Silbert, Secondmarket CEO and CNBC's Julia Boorstin.

  • Intel's Dividend Boost     Tuesday, 17 May 2011 | 1:15 PM ET

    Insight on the tech giant's dividend increase and it's growth opportunities in emerging and adjacent markets, with Stacy Smith, Intel CFO, and CNBC's Jon Fortt.

  • Stocks Slip on Economic Data     Tuesday, 17 May 2011 | 1:06 PM ET

    As the selloff in commodities and stocks suggest a weakening economy, is it time to sell your holdings or stick around? Hugh Johnson, Hugh Johnson Advisors and Jack Ablin, Harris Private Bank, discuss.

  • Charting Tech Stocks     Tuesday, 17 May 2011 | 12:54 PM ET

    CNBC's Kate Kelly reports on AIG shareholders' expectations from CEO, Robert Benmosche. Also, charting tech stocks with Jeff DeGraff, Renaissance Macro Research.

  • Dell's Earnings Preview     Tuesday, 17 May 2011 | 12:45 PM ET

    CNBC's Herb Greenberg reports on Chinese ADR, Longtop Financial which stopped trading today, and Jayson Noland, Robert W. Baird with a preview of Dell's earnings.