Investment Strategy


  • 3 Growth Opportunities in Tech: Analyst Friday, 20 Nov 2009 | 12:06 PM ET

    Dell reported earnings results that were worse than last year and also fell short of Wall Street expectations, punishing the company's shares. Brian Marshall, senior analyst at Broadpoint AmTech shared his analysis and insight on the firm.

  • Prep Your Portfolio for Next Week: Stock Pickers Friday, 20 Nov 2009 | 11:20 AM ET

    Terrence Dolan, CEO of Benjamin & Jerold Brokerage and Peter Andersen, portfolio manager at Congress Asset Management told investors how to prepare their portfolios for the week ahead.

  • Global Growth Good for Portfolio: Stock Picker Friday, 20 Nov 2009 | 10:48 AM ET

    Strength in fixed income markets is going to continue to drive equities higher, said Ryan Caldwell, portfolio manager at Ivy Asset Strategy Fund. He shared his portfolio strategies and stock picks with investors.

  • Stocks Open Lower After Dell's Big Miss Friday, 20 Nov 2009 | 10:16 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks opened lower Friday as technology shares took yet another hit — this time it was weak earnings from PC maker Dell.

  • Expect Tech Sector to Rise in Q4: Strategist Friday, 20 Nov 2009 | 10:15 AM ET

    Markets opened lower Friday as technology shares took yet another hit. Where should investors be looking to put their money? Jeffrey Kleintop, chief market strategist at LPL Financial and David Fleisher, president of Firstrust Financial Resources shared their sector outlooks.

  • This Week's Biggest Story: The Dollar Friday, 20 Nov 2009 | 9:28 AM ET

    The story of the week is the dollar's stabilization and the consequent stall in the stock market. European Central Bank President Jean-Claude Trichet said the ECB will gradually withdraw emergency cash.

  • Stocks Being Held Hostage by the Dollar: Charts Friday, 20 Nov 2009 | 7:21 AM ET

    Stocks are being held hostage by the dollar and the S&P 500 is in a "struggling trend" that could push the index lower or lead to "horizontal" gains, Bill McLaren, independent trader, told CNBC.

  • Futures Dip, Tech Shares Under Pressure Friday, 20 Nov 2009 | 6:07 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stock index futures were slightly lower ahead of trading Friday, with technology shares pressured by a weak earnings report from PC maker Dell.

  • Double-Dip Jitters Cast Pall on Stocks; Techs to Weaken Thursday, 19 Nov 2009 | 11:07 PM ET
    Wall Street

    Friday's markets have no economic indicators to consider, but Dell's disappointing after the bell earnings could spill into tech stocks.

  • Dow Falls for 2nd Day, Led by Intel, Alcoa Thursday, 19 Nov 2009 | 5:31 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks tumbled Thursday after an analyst downgrade on the chip sector and gains in the dollar. Intel, Alcoa and GE were the Dow's biggest losers.

  • Dow Down Over 100 as Dollar Claws Higher Thursday, 19 Nov 2009 | 5:10 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks fell sharply Thursday as a jobless-claims report did little to assuage economic worries and investors pushed the dollar higher.

  • Expect a 5-10% Market Pullback: Stock Picker Thursday, 19 Nov 2009 | 4:47 PM ET

    Stocks fell on Thursday as a stronger dollar weighed on the market. Ronald Weiner, CEO of RDM Financial Group, and Sarat Sethi, portfolio manager at Douglas C. Lane & Associates, offered their stock and sector picks and pans.

  • Dow Down Over 100, Led by Intel Thursday, 19 Nov 2009 | 3:28 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    The Dow dropped over 100 points Thursday, led by Intel, after an analyst downgrade on the chip sector. A stronger dollar also weighed on the market.

  • Where can investors find some value in this volatile market? Ron Sloan, senior portfolio manager at AIM Capital Management and manager of the AIM Mid-Cap Core Fund, shared his insight and stock picks.

  • Markets fell broadly on Thursday as a jobless claims report did little to calm economic worries. Brian Kelly, president of Kanundrum Research, shared his outlook and investment advice.

  • Corporate Issuance Continues at Torrid Pace Thursday, 19 Nov 2009 | 1:01 PM ET

    Corporate bond market hot: what's up? While equity trading volumes have dried up in November, stock traders are talking about the avalanche of corporate bond issuance this month.

  • Federal Reserve officials on Thursday downplayed the consequences of the falling U.S. dollar, underscoring that deflation is still a threat. So how should investors guard their portfoliost? Jim Rickards, senior managing director of market intelligence at Omnis, shared his insights.

  • Commercial Real Estate Bottom Near: Market Pro Thursday, 19 Nov 2009 | 10:45 AM ET

    While some economists say the housing markets may have hit a bottom, others say there is more doom and gloom to come. Quintin Primo, chairman and chief executive of Capri Capital Partners, shared his insights on the real estate sector.

  • Maybe Bernanke really does have some clout: ever since Monday, when Bernanke engaged in unusual jawboning in support of the dollar, the dollar has stabilized and is even in a mild uptrend.

  • Betting Against Equities is a 'Fool's Game': Strategist Thursday, 19 Nov 2009 | 9:48 AM ET

    Stocks are up 9 out of the past 10 sessions, fueled by a weak dollar and strong commodities but what happens when the greenback rebounds? Dan Fitzpatrick, president of Stockmarket Mentor and Paul Schatz, president of Heritage Capital shared their ideas and top sector and stock plays.