Investment Strategy


  • Global Investing: An “Absolute Necessity” Monday, 19 Oct 2009 | 10:57 AM ET

    One thing I've learned through the years is that there will always be growth opportunities and places to invest wisely for the long term. As the U.S. wrestles with the aftershocks of the financial crisis, many investors I talk to are scouring the earth for some of the best opportunities.

  • Stocks Move Higher; Techs Drag Monday, 19 Oct 2009 | 10:54 AM ET

    Stocks moved higher Monday, after a wobbly start, as techs dragged but investors were optimistic about the slew of earnings ahead.

  • My 5 Hot Tech Picks: Fund Manager Monday, 19 Oct 2009 | 10:46 AM ET

    The technology sector has soared since the March lows, so does it have more room to run? Jeff Donlon, senior analyst with the 5-star Manning & Napier Pro Blend Max Fund said there are some names that may be poised to continue rising despite the industry’s already impressive climb.

  • Tech giant and iPhone manufacturer Apple is due to report fiscal fourth quarter earnings results after the bell on Monday and applied technology senior analyst Yair Reiner at Oppenheimer & Co. expects the company to beat Wall Street expectations.

  • Role of Private Capital Monday, 19 Oct 2009 | 9:38 AM ET
    The Carbon Challenge

    Carbon may be the next great investment opportunity but private capital is still trying to get its arms around around it. The ideal carbon investment structure may be a hybrid of private equity and hedge funds models.

  • What Can Traders Hang Their Hats on Now? Monday, 19 Oct 2009 | 9:10 AM ET

    The close on Friday, a big earnings day, was less than stellar. Volume was poor, and two stocks were down for every one that advanced.

  • Warren Buffett's 'Buy American' - One Year Later Monday, 19 Oct 2009 | 7:00 AM ET
    Warren Buffett

    One year ago, even though the financial world was "a mess" and would probably get messier, Warren Buffett wrote in the New York Times that he was buying U.S. stocks to lock in a "slice of America's future at a marked-down price."  One year later, the benchmark S&P 500 is 14.9 percent higher than it was the night before Buffett's "Buy American" op-ed was published.  But that's beside the point.

  • Will Fed Listen to Barron's and Hike Rates? Monday, 19 Oct 2009 | 6:48 AM ET
    Ben Bernanke

    The Federal Reserve should raise interest rates now or the US economy will be faced with another bubble, Barron's warned in its cover story; but analysts say this will not happen.

  • Futures Edge Higher, Earnings in Focus Monday, 19 Oct 2009 | 5:56 AM ET

    Good news for a Monday morning: stock index futures are pointing to a modestly higher open this morning, rather than what happened exactly 22 years ago today - the infamous crash of 1987. 

  • Global stocks began the week in positive territory Monday as the dollar dipped against major currencies and another wave of corporate results is due out this week.

  • Charts: Gold Could Rally to $1,350 in 6 Months Monday, 19 Oct 2009 | 5:35 AM ET

    The price of gold could rally higher and reach $1,350 per troy ounce within the next six months, but a dollar crisis could push it even higher, Robin Griffiths, technical strategist from Cazenove Capital, told CNBC.

  • Stock Markets Face 'Meltup': Strategist Monday, 19 Oct 2009 | 4:13 AM ET

    Despite recent warnings that the rally may be over, stock markets face a "meltup" as institutional investors will now feel obliged to buy to deliver returns, Philippe Gijsels, senior equity strategist at Fortis, told CNBC Monday.

  • Blog: Moore Trouble for Wall Street Monday, 19 Oct 2009 | 3:36 AM ET

    The decade that brought us the Enron scandal, the Madoff scandal, the subprime scandal, the Stanford scandal and the great bailout scandal has just two months to run and we have another scandal, the Rajaratnam scandal.

  • Digesting Earnings: Revenue Growth is Key Monday, 19 Oct 2009 | 3:14 AM ET

    We are fast leaving behind the time that beating earnings because of cost efficiencies is sufficient to justify current multiples. Revenue growth must also return.

  • Take Profit on Asian Properties Now Monday, 19 Oct 2009 | 2:07 AM ET

    This is the right time to take profit on property investments, said Matt Nacard, head of property research, Asia at Macquarie Securities, especially across Asia where governments are looking to cool things down.

  • Week Ahead: Earnings Could Keep the Bulls Running Friday, 16 Oct 2009 | 8:42 PM ET

    About half the Dow 30 and a quarter of the S&P 500 report next week, and analysts expect the majority of those companies—from a broad range of industries—to continue beating expectations.

  • Dow Ends Below 10,000 Amid Earnings Worry Friday, 16 Oct 2009 | 6:35 PM ET

    Stocks pared some of their earlier losses but were still lower as disappointing results from Bank of America and General Electric eclipsed strong results from big techs.

  • Is a weak dollar necessarily negative for the economy? David Gilmore, partner at Foreign Exchange Analytics, shared his insights.

  • Fed Rates Will Hit 7-7.5% by 2011: Portfolio Manager Friday, 16 Oct 2009 | 6:26 PM ET

    Stocks continued to slide on Friday on some weak earnings reports that eclipsed strong results from big techs. John Lekas, CEO and portfolio manager of Leader Capital and Scott Redler, chief strategic officer at T3live.com shared their market views.

  • Restoring Trust in Ratings Agencies Friday, 16 Oct 2009 | 5:03 PM ET

    Restoring trust in the financial system. It's a key topic at The Economist's Buttonwood Conference in New York. It's also a key issue facing ratings agencies as they look to improve performance and prevent another financial fallout.