Investment Strategy


  • Market Tips: Hold Off Oil for Now Monday, 16 Nov 2009 | 4:51 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Global stocks gained Monday as gold hit a fresh new record above $1,130 an ounce. Experts told CNBC the energy sector face a malaise in the short-to-medium term, but Asia still holds a lot of investment potential.

  • Week Ahead: Investors Go for Quality, Assess Recovery Saturday, 14 Nov 2009 | 7:24 AM ET
    New York Stock Exchange, lower Manhattan, New York City.

    The market will be challenged by plenty of economic news in the coming week, as investors look for signs the recovery is taking hold. But the market could trend higher as investors rotate into higher quality names.

  • The recent bounce in the U.S. dollar has gotten some investors to worry about the next move. David Kelly, chief market strategist at JPMorgan Funds and Steven Stahler, president of Stahler Investment Group shared their market outlooks.

  • The stock market clawed higher on Friday while the dollar moved lower and gold prices continued to rise. What should investors expect from the markets going forward? James Shelton, CIO of Kanaly Trust, and Joe Heider, president of Dawson Wealth Management, shared their market outlooks.

  • Dow Gains 2.5% for Week; Disney Jumps Friday, 13 Nov 2009 | 5:28 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks advanced Friday as Disney's earnings beat and JCPenney's outlook helped offset worries about a drop in consumer sentiment. For the week, the Dow gained 2.5 percent, finishing at its highest level since Oct. 2008.

  • Hirschhorn: Risk-Averse Traders Friday, 13 Nov 2009 | 5:23 PM ET

    There are 3 reasons I believe this week’s trader temperature is risk averse.

  • Next Week's Stars—The Retailers Friday, 13 Nov 2009 | 3:51 PM ET

    Next week, more from retailers. October Retail sales on Monday, along with more retail earnings from companies like Saks and Target.

  • Market Direction into 2010 Depends on This: Analysts Friday, 13 Nov 2009 | 2:04 PM ET

    The market will continue to rise, with the S&P finishing the year above 1,100, but its success hinges on the performance of the retail sector this holiday season, said Steve Grasso, market analyst at Stuart Frankel.

  • Fed Reform? Not So Fast. Friday, 13 Nov 2009 | 2:00 PM ET

    'Reform' is the central focus of Washington these days. On Tuesday, Senate Banking Committee Chairman Christopher Dodd called for new sweeping government powers to prevent another economic collapse, protect consumers and dismantle failing institutions.

  • 10 Stock Picks for This 'Gradual Recovery' Friday, 13 Nov 2009 | 1:54 PM ET

    Markets rose on Friday on solid earnings reports from Disney and JCPenney. Joseph Keating, CIO of private asset management at RBC Bank shared his market insight.

  • Recovery's Real Shape? Not a W: Stock Picker Friday, 13 Nov 2009 | 1:53 PM ET

    The Dow snapped a six-day winning streak on Thursday, but is gaining on Friday. How sturdy is this rally and how far will it continue? James Hardesty, president, market strategist and chief economist at Hardesty Capital Management shared his view and stock picks.

  • china investors.jpg

    Even as the US market continues to rally, many institutional investors are trimming their US holdings and putting more money in foreign stocks—especially those in emerging markets.

  • Dow Up 100 Points, Led by Disney Friday, 13 Nov 2009 | 1:13 PM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks clawed higher Friday as solid earnings from Disney and JCPenney helped offset worries about a drop in consumer sentiment. It was a wobbly morning but by midday, the  Dow was up more than 100 points, or 1 percent.

  • Torre & NY Yankees Friday, 13 Nov 2009 | 1:09 PM ET
    Maria with Joe Torre

    Joe Torre is still well loved in New York. Torre is in the big apple this week, holding the seventh annual Joe Torre Safe At Home Foundation Gala.

  • Prep Your Portfolio for Next Week: Stock Pickers Friday, 13 Nov 2009 | 12:34 PM ET

    Peter Costa, president of Empire Executions and CNBC market analyst and Kim Caughey, VP and senior equity analyst at Fort Pitt Capital Group told how investors can prepare their portfolios for the week ahead.

  • Today's Drivers: Retail and Tech Friday, 13 Nov 2009 | 12:09 PM ET

    Retail and tech spending appear to be showing modest boosts, and that has been a major driver of stocks.

  • Art Cashin: Why Markets Face 'Enormous' 1-Day Swings Friday, 13 Nov 2009 | 11:06 AM ET

    The U.S. dollar rose on Thursday as policymakers around the world warned the economic recovery was fragile. Art Cashin, director of floor operations at UBS Financial Services, shared his insights on the greenback and the stock markets.

  • Stocks Claw Higher, Led by Disney Friday, 13 Nov 2009 | 11:06 AM ET
    Winterizing Your Portfolio - A CNBC Special Report

    Stocks wobbled Friday as investors juggled a drop in consumer confidence against solid earnings from Disney and JCPenney. They started the day higher, then retreated, then made another push higher.

  • India or China: Which Is the Better Place to Invest? Friday, 13 Nov 2009 | 10:01 AM ET

    When both India’s Bombay Sensex and China’s Shanghai composite indices have soared about 70 percent year to date, many investors have added both markets to their A-list. But which country is a better place to invest? David Riedel, founder of Riedel Research Group and Paul Goodwin, analyst and editor for Cabot China & Emerging Markets Newsletter, shared their opinions.

  • Can Retailers Meet Those High Expectations? Friday, 13 Nov 2009 | 9:37 AM ET

    Germany and France both saw their second straight quarter of growth in their GDP (0.7 and 0.3 percent, respectively) as it looks like the recession is over in Europe. Heck, even Italy posted a positive GDP!