Investment Strategy


  • Sector Rotation     Monday, 28 Mar 2011 | 3:33 PM ET

    A look at moving money and a shift in sector rotation out of financials and into other areas, with Margaret Patel, Wells Fargo Advantage Funds, and CNBC's Bob Pisani.

  • Telecom: Time to Pick up?     Monday, 28 Mar 2011 | 3:15 PM ET

    A look at buying opportunities in the telecom sector with David Burks, Hilliard Lyons telecommunications analyst, and Christopher Larsen, Piper Jaffray senior telecom analyst.

  • Real Time Exchange     Monday, 28 Mar 2011 | 3:02 PM ET

    CNBC's Brian Shactman at the Real Time Exchange with a look so far at the winners and losers

  • Greenberg: Comparing Today’s Market to 1999 Monday, 28 Mar 2011 | 2:59 PM ET

    This market feels so much like 1999. But feeling and facts are two very different things.

  • Wall St. Craving for Whole Food     Monday, 28 Mar 2011 | 2:50 PM ET

    A look at how one bad review from an analyst hasn't dampened investors' appetite for Whole Foods. The company recently hit a 52-week high and is considering putting wine bars in its stores, with Marc Riddick, of Williams Capital Group

  • Stop Trading with Jim Cramer     Monday, 28 Mar 2011 | 2:35 PM ET

    CNBC's Jim Cramer with a look at his top stock picks for the day.

  • Telecom to the Top     Monday, 28 Mar 2011 | 2:25 PM ET

    CNBC's Brian Shactman with a report on high-flying telecom stocks and why they are a market favorite right now.

  • The Future of Energy     Monday, 28 Mar 2011 | 1:35 PM ET

    CNBC's Bertha Coombs is in New Orleans at the Howard Weill Energy Conference with Blake Fernandez, Howard Weil analyst, who discusses oil shale and how technology is improving exploration.

  • Google's Mobile Payment Move     Monday, 28 Mar 2011 | 1:26 PM ET

    CNBC's Jon Fortt on details of Google's plan to make mobile payments easier, but there's a good chance it will cost consumers a good bit of privacy. Meanwhile, Apple is keeping its developing its own ideas in the mobile payment space.

  • Fear vs Fundamentals     Monday, 28 Mar 2011 | 1:09 PM ET

    Focusing on fear or fundamentals in the markets, particularly given events in the Middle East, with Michael Ryan, USB, Head of Wealth Management Research Americas, and CNBC's Bob Pisani.

  • NYSE Midday Update     Monday, 28 Mar 2011 | 1:05 PM ET

    CNBC's Bob Pisani reports on the trading day from the NYSE.

  • Energy Stocks Leading—Despite Falling Oil Monday, 28 Mar 2011 | 12:52 PM ET

    Energy stocks are again the market leader. The S&P Energy Sector is the first S&P sector to hit a new 52- week high — this, on a day when oil (WTI) is down.

  • Midday Pops & Drops     Monday, 28 Mar 2011 | 12:45 PM ET

    The Fast Money traders weigh in on the midday market movers.

  • Worried that you missed the big-cap rally? Want to get in on some small-cap stock action? Mark Travis, chief executive of Intrepid Capital Funds, has a pick for you.

  • Let's Make a Deal     Monday, 28 Mar 2011 | 12:15 PM ET

    CNBC's Rick Santelli takes a look at the strategies that are paying off and insight on whether more deals, such as eBay's purchase of GSI Commerce, are a sign of more deals to come, with James Lawrence, Rothschild North America chief financial officer/CEO.

  • Stocks Rise, Buoyed by Energy; Techs Slip Monday, 28 Mar 2011 | 12:09 PM ET

    Stocks rose modestly Monday, led by a handful of positive economic news, but tech stocks and geopolitical developments limited gains.

  • Fresh Protests in Bahrain Strain Businesses, Markets Monday, 28 Mar 2011 | 11:55 AM ET
    Young Indian Muslims pose with placards during a protest rally against the ongoing political turmoil in Bahrain, Libya, and Yemen.

    Fresh reports of violent clashes and midnight raids taking place over the weekend did nothing to stifle a steady stream of traffic through Bahrain's financial district Monday, nor did the continued presence of foreign troops and tanks keep business from re-opening their doors.

  • Small Caps vs. Large Caps     Monday, 28 Mar 2011 | 11:50 AM ET

    A look at what the market is telling investors and which side of the "Caps" fence they should be on, particularly given the rally in the Russell 2,000, with Dan Neiman, Neiman Large Cap Value Fund and Michael Cook, SouthernSun Asset Management.

  • Using Currencies to Play M&A Monday, 28 Mar 2011 | 11:41 AM ET

    Want to use currencies to trade on pending deals? Here's how.

  • Playing Low Volume     Monday, 28 Mar 2011 | 11:00 AM ET

    Insight on whether investors should buy into this low volume climate, with Andy Bischel, SKBA Capital Management; Kimberly Foss, Empyrion Wealth Management and, J.J. Burns, JJ Burns & Company.