Investment Strategy


  • 4 Big Bank Stocks For Investors: Senior Analyst Friday, 15 Jan 2010 | 6:34 PM ET

    JPMorgan reported deep losses on mortgage and credit card loans in the fourth quarter—even as quarterly profit topped expectations. What does this tell us about other bank earnings due next week? Jason Goldberg, managing director and banking analyst shared his insight.

  • Hirschhorn: Success in 2010 Friday, 15 Jan 2010 | 4:52 PM ET

    This year will prove to be challenging, even for elite traders. Here are four things traders can do to tip the probabilities of success in your favor.

  • Stocks Off For Week as Banks Lead Slump Friday, 15 Jan 2010 | 4:03 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks edged lower at the open Friday, with investors unimpressed over earnings beats from Intel and JPMorgan Chase as well as economic readings in line with expectations.

  • Dennis Wassung, portfolio manager at Cabot Money Management, and Robert Pavlik, chief market strategist at Banyan Partners, told investors how to prepare their portfolios for the week ahead. Read on for their five stock picks.

  • My Price Target on Intel: Semiconductor Analyst Friday, 15 Jan 2010 | 3:06 PM ET

    Intel reported sales and profit on Thursday afternoon that topped forecasts; it also delivered a forecast well ahead of expectations. Doug Freedman, senior semiconductor analyst at Broadpoint AmTech, shared analysis.

  • Regionals Falling Harder Than Big Banks Now Friday, 15 Jan 2010 | 2:52 PM ET

    Stocks are losing steam this afternoon, with the Dow posting a triple-digit decline for its worst showing so far in the New Year. Dragging down the markets today are the financials, which is the lagging sector on the S&P 500. Weighing on that sector today: still little evidence of improvement in bank credit losses following JPMorgan’s report this morning.

  • JPMorgan beat consensus profit estimates in the fourth quarter, but revenue just missed analysts' forecasts. Al Villalon, senior financials analyst at First American Funds, and Anthony Polini, bank analyst at Raymond James, shared their insights on financials.

  • Time On Your Side Friday, 15 Jan 2010 | 11:55 AM ET

    Last Friday, Dan Nathan did something that would make even the best alchemist green with envy: he turned time into money, and he did so using the calendar spread on Intel.

  • Markets Not Facing 'Reality' Of Slow Economy: El-Erian Friday, 15 Jan 2010 | 11:44 AM ET
    mohamed el-erian

    Financial markets have failed to price in the remaining problems that bedevil an economic recovery, Pimco's Mohamed El-Erian told CNBC.

  • Banks, Earnings Letdown Drop Stocks 1% Friday, 15 Jan 2010 | 11:40 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks edged lower at the open Friday, with investors unimpressed over earnings beats from Intel and JPMorgan Chase as well as economic readings in line with expectations.

  • Stocks edged lower Friday morning, but Bob Auer, portfolio manager at Auer Growth Fund, said investors should still be bullish on the markets. He shared his outlook, sector recommendation and favorite stock pick.

  • Markets to Peak in Late January: Strategist Friday, 15 Jan 2010 | 10:48 AM ET

    Markets opened lower on Friday and Marc Pado, U.S. market strategist at Cantor Fitzgerald, speculated investors will be taking in profits ahead of the three-day weekend. What should we expect going forward? He shared his market insight.

  • Farrell: Good News For Bulls and Bears Friday, 15 Jan 2010 | 9:54 AM ET

    There was news enough recently for the bulls and/or the bears and you can take your pick.

  • JPMorgan's Good and Bad News Friday, 15 Jan 2010 | 9:43 AM ET

    Stock futures indicated a slightly lower open this morning after the S&P and Dow closed at new 52-week highs yesterday. Futures dipped a little following JPMorgan’s earnings report, and remained lower as the dollar rises to the highs of the week in early trading. On the dollar strength, trading lower this morning are commodity stocks.

  • More Upside Ahead For This Mining Firm: Traders Friday, 15 Jan 2010 | 8:28 AM ET

    Shares of Vale are coming off of 18 month highs, but at least one trader sees more upside ahead for the Brazilian metals and mining company.

  • Futures Losses Ease on Economic Readings Friday, 15 Jan 2010 | 7:33 AM ET

    A blockbuster earnings report from Intel was not enough to boost the Dow and S&P stock index futures on Friday, but there are a number of key events ahead this morning to influence investors before the opening bell rings.

  • SquawkBack Europe: Beware the Clawback Friday, 15 Jan 2010 | 6:00 AM ET

    Whereas the global regulatory and political powers-that-be made a good job of feigning coordination in their collective panic-button-pushing stimulus at the height of the financial crisis, it seems that it’s everyone for themselves in the scramble to punish the perceived perpetrators.

  • Food Shortages Coming, Buy Commodities: Jim Rogers Friday, 15 Jan 2010 | 4:48 AM ET
    Wheat Fields

    The financial crisis is likely to lead to food shortages in a few years because the agriculture sector is in dire need of funds, legendary investor Jim Rogers told CNBC Friday.

  • Look Ahead: Awaiting JPMorgan and Inflation Data Thursday, 14 Jan 2010 | 9:41 PM ET
    A New York Stock Exchange trader.

    With Intel delivering a home run with its after-the-bell earnings, the pressure now shifts to JPMorgan, which is on deck to report its fourth-quarter earnings Friday.

  • The Dow Jones Industrial Average is currently trading near 10,700, but Jeff Hirsch, editor at Stock Traders Almanac told investors that the index could reach 15,000 by 2011. He shared his insights.