Investment Strategy


  • Farrell: Obama, Gadaffi and Merkel's Spanking Wednesday, 30 Mar 2011 | 11:24 AM ET
    Middle East Turmoil

    The President delivered an excellent speech Monday night on the situation in Libya. He covered the reasons, thoughts, negotiations with allies etc. that explained very well why he took the action he did. You actually didn't need to watch the speech. You don't even have to read the transcript today. All you have to do is look at where the story is positioned in the papers to see how good it was.

  • Buy These Stocks—And Avoid These Dow Firms: Pro Wednesday, 30 Mar 2011 | 11:20 AM ET
    CNBC Investor Spring Cleaning - See Complete Coverage

    With recent developments in Saudi Arabia, investors should place their bets on oil service companies, said Jerry Castellini, president and CIO of CastleArk Management.

  • We Will Move Quickly on Cephalon Bid: Valeant CEO Wednesday, 30 Mar 2011 | 11:16 AM ET
    Valeant Pharmaceuticals corporate headquarters in Mississauga, Ontario.

    Canadian drugmaker Valeant Pharmaceuticals International made an unsolicited $73 a-share bid, worth $5.7 billion, to buy Cephalon, with the "intent to move quickly," J. Michael Pearson, chairman and CEO of Valeant told CNBC on Wednesday.

  • Appetite for Risk Returns     Wednesday, 30 Mar 2011 | 11:13 AM ET

    The appetite for risk is making a comeback, and geopolitical risks are dominating the direction of commodities in the first quarter, with CNBC's Sharon Epperson; Anthony Grisanti, GRZ Energy; and Fancisco Blanch, Bank of America Global Commodity Research.

  • Yoshikami: The Singapore Opportunity Wednesday, 30 Mar 2011 | 11:02 AM ET

    Many investors do not recognize that investing in countries often means concentrated positions in specific sectors. In the case of Singapore, trade and finance are the primary investment sectors. When trade came to a stop in 2008 during the financial crisis, hundreds of ships could be seen from high-rise skyscrapers, docked and not active in transactions. Conditions have certainly changed in a short two years; commerce is flowing once again.

  • Stocks to Watch: Lennar, Dell and More ... Wednesday, 30 Mar 2011 | 10:54 AM ET
    Six in 60

    Here's why you should keep a close eye on these six stocks.

  • Bulls Betting on This Home-Improvement Stock Wednesday, 30 Mar 2011 | 10:29 AM ET

    The company saw bullish option positioning early last month, but then fell after a bad earnings report on Feb. 15. The shares traded down to their 100-day moving average around $12.50 later in the month but have been working higher since and are now back above their 50-day moving average.

  • Money in Motion: Euro     Wednesday, 30 Mar 2011 | 10:27 AM ET

    Discussing how the euro will react to the S&P's cut of Portugal and Greece's debt rating, with Andy Busch, BMO Capital Markets.

  • Valeant CEO on CEPH Bid     Wednesday, 30 Mar 2011 | 10:15 AM ET

    Valeant seeks to buy Cephalon for $5.7 billion, with J. Michael Pearson, Valeant Pharma Chairman/CEO.

  • Top Sectors Revealed     Wednesday, 30 Mar 2011 | 10:00 AM ET

    Will bottom sectors like utilities and the consumer beat energy and industrials from their top position? Craig Callahan, ICON Advisers, and Michael Yoshikami, YCMNET Advisors debate.

  • Farr: Are You Smart and Rich? Wednesday, 30 Mar 2011 | 9:53 AM ET

    For most investors, investing is not a clever game; it is a treacherous necessity in preparing for retirement. Most folks don’t need to feel brilliant, and though they don’t like feeling stupid, they really don’t like losing their asses trying to invest in something they don’t understand.

  • Does RDEN Smell Good?     Wednesday, 30 Mar 2011 | 9:45 AM ET

    Elizabeth Arden may do more than just make your portfolio smell good. The stock is up more than 60% in the last year, with Scott Beattie, chairman/CEO of Elizabeth Arden.

  • Large Cap Keepers     Wednesday, 30 Mar 2011 | 9:33 AM ET

    Carlo Panaccione, Navigation Group, and Jerry Castellini, CastleArk Management, point out large cap stocks you should be buying up now.

  • Futures Slightly Pare Gains After Payroll News Wednesday, 30 Mar 2011 | 9:25 AM ET

    Stock index futures slightly pared gains ahead of the open Wednesday after ADP reported strong gains in private-sector employment.

  • Fear and Good News for Q1 Stocks Wednesday, 30 Mar 2011 | 9:18 AM ET

    Could there possibly be a bigger wall of worry than what we have now? If you would have said we would be dealing with a Japanese earthquake that has created a nuclear crisis, many Middle Eastern countries on the brink of radical political change, and continuing uncertainty about Europe's debt crisis, most traders would not have bet the S&P would be up 4.9 percent.

  • Faber Report     Wednesday, 30 Mar 2011 | 9:15 AM ET

    CNBC's David Faber reports on Valeant's $73 dollar, all cash offer, to acquire Cephalon.

  • FDO Q2 Profit Up 9%     Wednesday, 30 Mar 2011 | 9:02 AM ET

    A look at the Family Dollar company with Laura Champine, Cowen & Co. sr. retail analyst.

  • Checking the Markets     Wednesday, 30 Mar 2011 | 8:30 AM ET

    Tres Knippa, Lotusbrokerage.com, and CNBC's Rick Santelli get the pulse on the markets.

  • Jim Rogers: Oil to Rise; Nuclear Energy Will Come Back Wednesday, 30 Mar 2011 | 5:52 AM ET
    International investor Jim Rogers

    Japan's nuclear disaster is going to increase demand for natural gas and oil for a while and oil prices will rise but the world cannot do without nuclear energy yet, investor Jim Rogers told CNBC Wednesday.

  • Expand List of 'Systemic' Banks: HSBC Chairman Wednesday, 30 Mar 2011 | 1:53 AM ET

    Regulators should include more than 80 banks in their list of global financial institutions of systemic importance that need tighter regulation and higher capital requirements, Douglas Flint, chairman of HSBC, has urged, reports the Financial Times.