Investment Strategy


  • With the prospect of higher unemployment hanging over the markets, some experts expect a correction. So are they right? Portfolio managers Michael Cuggino and John Lekas shared their insights.

  • Tech vs. Retail Stocks: Where to Invest Now Monday, 5 Oct 2009 | 5:44 PM ET

    The technology sector has outperformed the retailers this year by almost 20 percent. Is there still upside potential or should investors start looking elsewhere? Rob Enderle, principal analyst of Enderle Group, and Patricia Edwards, CIO of Storehouse Partners, shared their investment strategies.

  • Stocks Snap Losing Streak; Big Banks Rally Monday, 5 Oct 2009 | 4:39 PM ET

    Stocks rebounded Monday as investors' waning enthusiasm got a jolt from a report that showed the services sector has begun to expand. Plus, there was some bargain hunting after the market's two-week decline.

  • Stocks Get a Jolt of Optimism; Banks Rally Monday, 5 Oct 2009 | 4:02 PM ET

    Stocks rebounded Monday as investors' waning enthusiasm got a jolt from a report that showed the services sector has begun to expand. Plus, there was some bargain hunting after the market's two-week decline.

  • How Much Topline Growth is Out There? Monday, 5 Oct 2009 | 3:37 PM ET

    As we enter earnings season, the big question is, how much topline growth is there? I probably read more analyst notes and commentary than almost anyone at CNBC.

  • Stocks advanced on Monday after a two-week decline, riding a better-than-expected reading on the service sector and investors' bargain hunting. Art Cashin, director of floor operations at UBS Financial Services, offered his outlook for the markets.

  • 9% to 11% Correction May Be on Horizon: Strategist Monday, 5 Oct 2009 | 1:11 PM ET

    This week’s a very important week technically for the markets, said Scott Redler, chief strategic officer at T3live.com. He told investors what they should be watching out for throughout the week.

  • Is Wal-Mart Still a Good Buy? Monday, 5 Oct 2009 | 12:52 PM ET

    Wal-Mart shares have stalled since having an early runup last year. John Lawrence, senior analyst at Morgan Keegan, offered investors his outlook for the retail giant.

  • Stocks Rise Amid Sign of Service-Sector Growth Monday, 5 Oct 2009 | 12:24 PM ET

    Stocks advanced Monday after a better-than-expected reading on the service sector. Plus, investors did some bargain hunting after a two-week decline.

  • Financial Stock Picks from a Chief Investor Monday, 5 Oct 2009 | 12:08 PM ET

    Small cap financial stocks are on their way from ugly, to ok, to good, to great, said David Ellison, CIO of FBR Equity Funds and shared his sector investment strategies.

  • 5 Keys to Q4 Monday, 5 Oct 2009 | 11:24 AM ET

    Now we begin arguably the most important quarter of the year. The market is usually strong in the fourth quarter, but it defied convention in recent months, and a lot of the pros I talk with are not yet convinced we’ll see the usual seasonal strength.

  • 5 Stock Picks from a 5-Star Fund Manager Monday, 5 Oct 2009 | 10:52 AM ET

    The companies that are in the market are much stronger in terms of earnings power, said Bernard Lirola, a Morningstar 5-star-rated fund manager at Needham Growth. He gave the following actionable investment plays to investors.

  • Weighing In On The Dollar Monday, 5 Oct 2009 | 9:29 AM ET

    The G7 meeting of finance ministers, instead of an aggressive statement on the dangers of a weak dollar, opted for a mealy-mouth remark that "excess volatility and disorderly movements in FX rates have adverse implications for economic and financial stability."

  • This Retailer May Rally in Next 2 Weeks Monday, 5 Oct 2009 | 8:02 AM ET

    One big investor apparently thinks that JCPenney may rally in the next two weeks and is using options to leverage the move.

  • Futures Higher; Brocade, BofA Post Gains Monday, 5 Oct 2009 | 7:46 AM ET

    US stock index futures pointed higher Monday after two tough weeks for Wall Street.

  • Back to the Multi-Year Bear Market Next Week Monday, 5 Oct 2009 | 7:11 AM ET

    The stock market will likely return to its multi-year bear pattern on Oct. 16 after have a key reversal day late last month, Richard Suttmeier, chief market strategist at Valuenigine.com, said on CNBC Monday.

  • Yoshikami: Take a Tip from GE and Shake Things Up Sunday, 4 Oct 2009 | 7:39 PM ET

    General Electric is an example of a company making changes based on a dramatic shift in the environment.

  • Stocks Fall for 2nd Week; Jobs Report Disappoints Friday, 2 Oct 2009 | 7:32 PM ET

    Stocks ended lower Friday as a dismal jobs report capped a string of disappointing economic reports this week, which cast doubt on the recovery. It was the market's second straight down week in which stocks have lost more than 3 percent.

  • A New York Stock Exchange trader.

    Uneven economic news is spooking stocks this October, but third quarter earnings could be one factor that helps keep the market's 7-month rally intact.

  • Rio Rising: 2016!!! Friday, 2 Oct 2009 | 4:58 PM ET
    Rio olympic city

    Brazil wins another vote of confidence today when Rio de Janeiro was selected as the host city for the 2016 Olympic Games.