Investment Strategy


  • China Dumping US Treasurys; What’s the Message? Thursday, 18 Feb 2010 | 10:32 AM ET
    Dollar Meltdown, by Charles Goyette

    The report that China is lightening its load of US treasury debt, open as it is to multiple interpretations, is the sort of thing that keeps markets interesting, writes the author.

  • Farr: Change Your Investment Plan Now! ? Thursday, 18 Feb 2010 | 10:24 AM ET

    There is a stark dearth of considerations: relative to what benchmark; over what specific time period; for what risk level?

  • You Can't Be Lazy This Year: Investment Strategist Thursday, 18 Feb 2010 | 9:43 AM ET

    As stock markets get whip-sawed by rising volatility investors should forget "lazy" strategies like holding onto stocks for the long term, Arjuna Mahendran, managing director at Head Investment Strategy Asia, told CNBC Thursday.

  • Futures Go Negative on Weak Economic Signs Thursday, 18 Feb 2010 | 8:45 AM ET

    Stock index futures slipped after higher readings in weekly jobless claims and inflation pointed to more headwinds for the economic recovery.

  • SunPower Shares Are Headed Higher: Traders Thursday, 18 Feb 2010 | 7:57 AM ET

    Traders are betting that shares of SunPower are headed higher even after putting in a new low last week.

  • Charts: Gold Set to Hit $1,400 in 12 Months Thursday, 18 Feb 2010 | 7:17 AM ET

    The price of gold looks set to push higher, as long as it holds above the $1,000-level, and could hit $1,400 per troy ounce over the next 12 months, Daniel Bruno, chartered market technician from FXboss.info, told CNBC Thursday.

  • Georgia Is Emerging from its 'Perfect Storm': President Thursday, 18 Feb 2010 | 4:54 AM ET

    Georgia suffered a double shock in the summer of 2008 as it entered a brief war with Russia just before the collapse of Lehman Brothers signaled the start of the global economic crisis. But the troubled country is now putting its tough times behind it, Georgian President Mikheil Saakashvili told CNBC Wednesday.

  • China Will Keep Trimming Treasurys: Jim Rogers Thursday, 18 Feb 2010 | 1:41 AM ET
    Treasury Building

    China's move to unload US debt is likely to continue in the long term while the "euro scare" may last a while, legendary investor Jim Rogers told CNBC.com Wednesday.

  • Thursday: After HP, Focus Turns to Wal-Mart, Data Wednesday, 17 Feb 2010 | 9:13 PM ET
    A trader on the floor of the New York Stock Exchange executes a trade with his NYSE E-Broker.

    Hewlett-Packard's better-than-expected earnings and outlook could be a plus for stocks, which will also key off of Wal-Mart's earnings, inflation data and weekly jobless claims on Thursday.

  • Stocks Rise for 2nd Day, Buoyed by Earnings Wednesday, 17 Feb 2010 | 5:29 PM ET

    Stocks rose for second day Wednesday as a Deere earnings beat and a rebound in housing starts helped renew investor optimism about the recovery. Consumer stocks were among the best performers; energy, the weakest.

  • HP: Believe The Hype Wednesday, 17 Feb 2010 | 4:38 PM ET
    Hewlett-Packard's headquarters in Palo Alto, California.

    Call it a blockbuster quarter for HP. The company delivered a 25% rise in first-quarter profit of $2.3 billion.

  • 5 Homebuilder Stocks With Upside: Analysts Wednesday, 17 Feb 2010 | 4:21 PM ET

    Housing starts rebounded more than expected, while permits fell slightly less than forecast. Does this signal a housing market recovery—and hopes for home builders? Megan Talbott McGrath, home builder analyst at Barclays Capital, and Paul Puryear, director of real estate research at Raymond James, discussed their sector outlooks.

  • Investors Should Be Long on Brazil: Stock Picker Wednesday, 17 Feb 2010 | 4:08 PM ET

    Brazil’s benchmark index, the Brazilian Bovespa, was up more than 80 percent in 2009, but has fallen 4 percent so far this year. So which way should investors bank on Brazil in 2010? Rob Lutts, founder and CIO of Cabot Money Management shared his insights.

  • Apple vs. Google—The Better Buy: Portfolio Manager Wednesday, 17 Feb 2010 | 3:25 PM ET

    There’s a struggle between better earnings and monetary and fiscal tightening that’s going to create volatility throughout the year, said Noah Blackstein, portfolio manager at Dynamic Mutual Funds. He shared his market outlook.

  • Pisani: Stocks Stabilizing..? Wednesday, 17 Feb 2010 | 2:35 PM ET

    Stable midday after a late-morning scare, when stocks dropped just as Europe was closing (11:30am ET). Here are the issues...

  • Pisani: The Euro Can Do No Right Wednesday, 17 Feb 2010 | 2:20 PM ET

    The euro is down a full percent today against the dollar, has now given up almost all that it gained yesterday; the dollar has done just the opposite. This volatility, of course, affects stocks and commodities and makes traders crazy. What's up today? Recall that there is all this talk about currency swaps that Goldman may or may not have done for Greece.

  • One year ago, President Barack Obama signed the $787 billion stimulus bill. Has the bill helped the US economy and if so, how? Bill Smead, CEO and CIO of Smead Capital Management, shared his insights.

  • Markets opened higher on Wednesday, after the Dow logged its best day in three months on Tuesday. Is the correction over and should investors start putting their money in stocks? Sam Stovall, chief investment strategist at Standard & Poor’s shared his insights.

  • Stocks Advance After Deere Earnings Beat Wednesday, 17 Feb 2010 | 10:58 AM ET

    Stocks opened higher Wednesday after Deere blew past earnings expectations and a report showed a rebound in housing starts.

  • HP Earnings Preview: The Windows, Apple Impact Wednesday, 17 Feb 2010 | 10:49 AM ET

    Dow component Hewlett-Packard is due to release earnings results after the bell tonight (Wednesday). What should investors expect from the tech giant? Aaron Rakers, equity research analyst at Stifel Nicolaus, shared his analysis on the hardware company.