Investment Strategy


  • All Big Banks Will Do 'Quite Well': Stock Pickers Thursday, 16 Jul 2009 | 10:25 AM ET

    Many financials are up sharply from the bottom in March — but still down substantially from where they were a year ago. Anton Schutz, portfolio manager at Burnham Financial Funds, and Tom Brown, CEO of Bankstocks.com, told investors where to invest in the financial sector.

  • JPM's New Worries And China's New Hope Thursday, 16 Jul 2009 | 9:30 AM ET

    Credit issues weigh on JP Morgan. The bank is trading down a bit this morning despite beating on the top and bottom line: $0.28 vs. $0.04 expected, which includes a TARP payment of $0.27 and an FDIC special assessment fee of $0.10; and revenues of $27 billion in revenues topped estimates of $26 billion).

  • Futures Mixed; Get Boost From Jobs Numbers Thursday, 16 Jul 2009 | 8:39 AM ET

    Wall Street was heading for a mixed open, after a steep drop in jobless claims help offset some negative news on earnings.

  • Market Tips: Oil to Fall Sharply in Fourth Quarter Thursday, 16 Jul 2009 | 8:09 AM ET

    Global stocks and oil prices were rocky Thursday as investors await results from JPMorgan and Google to determine the corporate earnings climate. Experts tell CNBC that oil is likely to fall sharply at the end of the year.

  • London Movers: Petrofac, Schroders, Autonomy Thursday, 16 Jul 2009 | 5:32 AM ET

    Shares of Petrofac rallied more than 5 percent Thursday to the top of the FTSE 100 after the oil and gas company said it won a 48-month integrated gas development contract in Abu Dhabi.

  • 'Investors Vertigo' Will Pass: Strategist Thursday, 16 Jul 2009 | 5:03 AM ET

    Investors are now in a wait and see mode as some of the good earnings news has been priced in, but growth is likely to resume from the autumn, Guy Monson, managing partner and chief investment officer at Sarasin & Partners, told CNBC Tuesday.

  • Market Tips: Selloff Looming for Stocks, Euro Thursday, 16 Jul 2009 | 4:27 AM ET

    Global stocks were up Wednesday on the back of a spate of better-than-expected earnings reports. But experts tell CNBC the rally is unlikely to last, and that a selloff is looming for stocks and the euro.

  • Charts Predict: S&P Can Hold Firm Until August Thursday, 16 Jul 2009 | 4:27 AM ET

    The S&P 500 is managing to cling on to critical levels around 870 points and could remain firm until August, but after that stocks look set to sink, Chris Locke, MD of Oystertrade.com Management, told CNBC Wednesday.

  • Market Insider: Is This Rally for Real? Wednesday, 15 Jul 2009 | 11:33 PM ET

    The first days of earnings season seem to have lit a fire under the stock market, but investors are wondering if this week's rally is for real or just a bunch of smoke.

  • Financials Rally Set to Continue: Dick Bove Wednesday, 15 Jul 2009 | 5:21 PM ET

    A week-long rally began since Monday, thanks initially to bank stocks, but will the rise continue? Richard Bove, financial strategist at Rochdale Securities, shared his views on the sector.

  • Mike Williams of Genesis Asset Management and Douglas Roberts of ChannelCapitalResearch.com shared their investment strategies. (Part One)

  • Mike Williams of Genesis Asset Management and Douglas Roberts of ChannelCapitalResearch.com shared their investment strategies. (Part Two)

  • Stocks Jump 3% Amid Optimism On Economy Wednesday, 15 Jul 2009 | 4:15 PM ET

    Stocks closed sharply higher as a day-long rally gained steam after the Federal Reserve said the recession would end soon but that unemployment will continue rising.

  • Rally Drives Best Day for Stocks This Quarter Wednesday, 15 Jul 2009 | 4:05 PM ET
    The New York Stock Exchange, downtown Manhattan.

    Opinions about today's rally are all over the map: 1) it's an options squeeze, and 2) hedge funds have been caught short. Regardless, the good news is the rally is being fueled by far more than Intel.

  • Your Best Commodity Trades: Strategist Wednesday, 15 Jul 2009 | 3:56 PM ET

    Commodities are the most transparent markets and this is how you can trade them, said Jonathan Kleisner of REX Capital Group.

  • Tech Stocks That Are 'Better' Than Intel: Analyst Wednesday, 15 Jul 2009 | 3:34 PM ET

    Intel's earnings results have set the state for the next leg of the chip rally, said Craig Berger, senior technology analyst at FBR Capital Markets — but he says investors can do better.

  • What's Behind This Rally Wednesday, 15 Jul 2009 | 1:57 PM ET

    Don't be fooled--the rally is being fueled by far more than Intel. True, there is genuine momentum buying in semiconductors and semiconductor capital equipment stocks today.

  • Stocks Gain 2% as Tech, Economy Lead Way Wednesday, 15 Jul 2009 | 1:29 PM ET

    Technology stocks rose more than 2 percent Wednesday following encouraging earnings, while a slew of economic reports fueled the notion the economy was showing stronger signs of a turnaround and boosted the broader market.

  • End of Recession Finally in Sight: Economists Wednesday, 15 Jul 2009 | 1:11 PM ET

    Recent reports on consumer prices, New York manufacturing, industrial production and mortgage applications each provided hope for the economy. Can investors believe that the recession may be over? Chief economists Dan North at Euler Hermes ACI and Stuart Hoffman of PNC Financial Services discussed their views.

  • Where to Invest Now: Strategists Wednesday, 15 Jul 2009 | 1:05 PM ET

    Brent Wilsey, president of Wilsey Asset Management, and Rod Smyth, chief investment strategist of Riverfront Investment, shared their economic outlooks and advised investors how to seek maximum profits.