Investment Strategy


  • A wave of innovation is redefining what’s possible. From nano-scale sensors to intuitive mobile devices, we can transform the noise of the information explosion into knowledge. Information technology will be the key to harnessing and democratizing the power of information.

  • How Does Technology Change the Investment Landscape? Thursday, 5 Aug 2010 | 4:07 PM ET

    Duncan Niederauer, NYSE Euronext CEO, sat down with Maria Bartiromo at the "Techonomy Conference" in Lake Tahoe to talk about technological advancements and what they mean for the future of trading.

  • Under $5 Stocks at Risk of Defaulting Thursday, 5 Aug 2010 | 3:22 PM ET

    There are few reliable gauges to determine which companies are at a higher risk of going broke than others. The Altman Z-score is one of them. See which names "fail" this test, in a report from TheStreet.

  • HP's Vision for a More Efficient and Equitable World Thursday, 5 Aug 2010 | 2:51 PM ET
    HP Slate

    HP's Shane Robison says believes we'll be in a period of growth in the not-too-distant future. While population expansion is a challenge, he sees growth of the middle class as a huge  opportunity.

  • Stocks Slip After Jobless Jump; AmEx Skids Thursday, 5 Aug 2010 | 2:50 PM ET

    Stocks were weak Thursday after an unexpected rise in initial jobless claims and July retail sales that were mostly weak.

  • Which Firm Is 'One of the 3 Best-Run' Web Companies? Thursday, 5 Aug 2010 | 2:19 PM ET

    Online travel agency Priceline posted quarterly profit that beat analyst forecasts earlier this week, as bookings jumped 43 percent. So is the travel industry in the midst of a rebound? Mark Mahaney, Internet research director at Citigroup Investment Research, shared his best plays.

  • Martha Stewart Living's Retail Strategy Thursday, 5 Aug 2010 | 2:10 PM ET
    Charles Koppelman

    The strategy at Martha Stewart was to "trade in 1200 mediocre environments for over 6000 of the best managed retailers in the country," such as Home Depot and Petsmart —"our products speak to that," Exec Chairman said.

  • Equities—The 'Best House' in a Bad Neighborhood Thursday, 5 Aug 2010 | 12:59 PM ET

    Stocks slipped Thursday after a report showed an unexpected rise in jobless claims last week. How should investors position themselves right now? Sean Kraus, senior vice president and CIO of Citizens Trust, and Lawrence Glazer, managing director at Mayflower Advisors, shared their insights.

  • Goldman May Spin Off Part Of Proprietary Trading Friday Thursday, 5 Aug 2010 | 12:30 PM ET
    The Goldman Sachs booth on the floor of the New York Stock Exchange

    Goldman Sachs may spin off part of its proprietary trading operations into an independent hedge fund as soon as Friday,  speeding up the firm's move to comply with new rules limiting Wall Street firms from betting their own money in financial markets.

  • Legends of Innovation Predict the Future Thursday, 5 Aug 2010 | 12:22 PM ET

    Entrepreneurs and innovators including Jeff Bezos, Dean Kamen, and Eric Schmidt discussed and debated the future of technology and how it will drive improvements in business, society, and beyond.

  • Art Cashin: Markets Are 'Forming a Top' Thursday, 5 Aug 2010 | 12:13 PM ET

    New weekly claims for unemployment benefits unexpectedly rose last week, according to a government data Thursday. Stocks seesawed, trimmed their losses after a weak open—then slipped again. Art Cashin, director of floor operations at UBS Financial Services, discussed his insights.

  • Stocks Slide After Jump in Jobless Claims Thursday, 5 Aug 2010 | 11:33 AM ET

    Stocks skidded Thursday after a report showed an unexpected rise in jobless claims last week. Retailers were mixed as chain-store sales showed only a slight improvement from last summer's anemic levels.

  • Bullish Traders Pour Into Oil & NatGas Firm Thursday, 5 Aug 2010 | 10:43 AM ET

    Forest Oil is drawing upside option activity after raising its production outlook earlier this week.

  • Cost of healthcare

    Health care spending both contributes to our current economic difficulties and provides us with a potential opportunity to help solve them. It is a great burden on companies, while at the same time it is helping create jobs.

  • Food Companies in Tough Spot Now Thursday, 5 Aug 2010 | 10:27 AM ET

    Food and personal care giant Uniliver (think Hellman's mayonnaise, Ben & Jerry's, Lipton tea, Dove soap, etc.) the latest food company to report being caught in a vise.

  • Kaminsky's Call: Eyeing Equilibrium, Supply and Demand Thursday, 5 Aug 2010 | 10:13 AM ET

    Every now and then, the time is right for higher-level observations. The equilibrium between stocks and bonds has been broken. There is no "bond bubble." There are children of the baby boom generation who will not purchase stocks like their parents did, and that is quite an important development to monitor.

  • How Much Will You Spend On Back-to-School Shopping? Thursday, 5 Aug 2010 | 9:23 AM ET

    A little more, a little less than last year? Share your opinion.

  • Analyst Watch: Go Long Expedia, Priceline Thursday, 5 Aug 2010 | 8:20 AM ET

    Here's what analysts and others say they're watching before the bell Thursday.

  • What's On: WalMart, Ford and Digital Records Thursday, 5 Aug 2010 | 7:37 AM ET

    See what's happening, who's talking and what will be making headlines on Thursday's Squawk on the Street.

  • Eric Schmidt

    Schmidt says job creation is the most important thing the economy needs right now, particularly in the manufacturing sector. He's very frustrated at the government's slow pace in boosting employment—effectively saying it's ridculous that so much proposed legislation has to wait until after the November elections.