Investment Strategy


  • No Double-Dip Indicators—Invest Here: Strategist Monday, 12 Jul 2010 | 10:35 AM ET

    Earnings season starts on Monday with Dow component Alcoa reporting after the closing bell and Chevron reporting interim results. Jim Meyer, CIO and co-founder of Tower Bridge Advisors and Kelly Campbell, founder, principal and CEO of Campbell Wealth Management shared their insights.

  • Big Banks to Report Strong Earnings: Stock Picker Monday, 12 Jul 2010 | 9:39 AM ET

    The financial sector is expected to get a lot of attention as earnings sector kicks off this week. Paul Miller, group head of financial services at FBR Capital Markets, expects big banks to report better earnings than the regionals.

  • Good Quarter for Stocks—So Far Monday, 12 Jul 2010 | 9:30 AM ET

    The start of the third quarter has been good for stocks—the S&P 500 is up 4.6 percent so far in July. Unfortunately, with the exception of July 1, volume has been very light--Friday was the lightest volume day of the year at the NYSE.

  • Analyst Watch: Finding True Growth Companies Monday, 12 Jul 2010 | 8:54 AM ET

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

  • Futures Fall Ahead of Earnings Season Monday, 12 Jul 2010 | 6:07 AM ET

    U.S. stock index futures declined ahead of the open Monday in the wake of the strongest week for the major averages in almost a year and ahead of the start of a new earnings season.

  • Shanghai

    Last week’s stock rally showed that investors are searching for positive signs, but further gains will be dependent on economic data and China according to Philippe Gijsels, the head of research at BNP Paribas Fortis Global Markets.

  • Octopus Outshines Investment Banks as Spain Wins Monday, 12 Jul 2010 | 2:52 AM ET
    An octopus named Paul sits on a box decorated with a Spanish flag and a shell inside on July 9, 2010 at the Sea Life aquarium in Oberhausen, western Germany. Paul's task is to decide in favour of one of the shells hidden in boxes with the flags of the Netherlands and Spain to act thus as oracle for the upcoming final match of the FIFA Football World Cup between the two countries on July 11, 2010. Paul, the 'psychic' octopus, who had predicted well the result of six German matches earlier in the

    Paul the Octopus proved correct once more as Spain indeed won the World Cup against the Netherlands, as he predicted.

  • 'Daddy, Are We Rich?' and Other Tough Questions Saturday, 10 Jul 2010 | 10:46 AM ET
    Money in Mattress

    There is nothing like an inquisitive child to make you realize just how complicated the topic of money is.

  • Week Ahead: Stocks Could See Bigger Earnings Season Pop Saturday, 10 Jul 2010 | 9:03 AM ET
    A trader on the floor of the New York Stock Exchange executes a trade with his NYSE E-Broker.

    Second quarter earnings season is likely to create a positive backdrop for stocks, at least temporarily.

  • Stocks Log Best Week in Almost a Year Friday, 9 Jul 2010 | 5:25 PM ET

    Stocks logged their best week in nearly a year, led by commodity and bank stocks, as investors looked to earnings season, which kicks off next week. Google gave a boost to techs.

  • Alcoa Monday; Then, Big IPO Week Friday, 9 Jul 2010 | 5:19 PM ET

    Alcoa kicks off earnings Monday. It always pleases me that AA starts earnings season, because it is a pretty simple story. also: Big week for IPOs. There are several interesting companies looking to go public next week:

  • One on One with Orszag Friday, 9 Jul 2010 | 4:48 PM ET
    Office of Management and Budget Peter Orszag

    Maria Bartiromo sat down with Mr. Orszag one-on-one to about the economy, the rising deficit, healthcare, and his future plans when he leaves his post at the end of the month.

  • 10 Potential Small Bank Takeout Targets Friday, 9 Jul 2010 | 3:36 PM ET

    A small deal last week could be a great sign for bank investors if strategic M&A really is revving up for a return to the sector. We narrowed down the list of potential low-cost targets among bank and thrifts stocks selling below book value last week to 10 well capitalized institutions

  • This could be a "raining decade" with the market in an "extended sideways up and down period." Take the big downturn in the early 70's, the period between 1972 to 1982 "started and finished in the same place," Tanya Beder said.

  • Farr: Investing Now Friday, 9 Jul 2010 | 3:18 PM ET

    Three seminal issues have driven the recovery of the past two years: Government rescue money, bank stress tests, and exceptionally low interest rates - all products of government intervention.

  • Stocks on Track for Best Week in a Year Friday, 9 Jul 2010 | 3:01 PM ET

    Stocks pushed higher after a weak start Friday as banks bounced bank.  After a three-day rally, stocks are on track for their best week in over a year.

  • Perhaps the past week's stock market rally was only a mirage: Fund-flow data showed retail investors ran for the exits even as the major averages were staging their biggest surge in months.

  • Another Rally for S&P Could Signal Bull Run: Trader Friday, 9 Jul 2010 | 1:07 PM ET

    If the S&P 500 can continue to push higher for one more session, investors could see a turning point for the index and a strong signal for a bull market, independent trader Bill McLaren told CNBC Friday. 

  • SEC, Exchanges Discuss Market Maker Rules Friday, 9 Jul 2010 | 12:37 PM ET

    There have been reports this morning that the SEC is considering the promulgation of new rules for stock trading. Here's what my sources are telling me...

  • Stocks Push Higher as Banks Bounce Back Friday, 9 Jul 2010 | 12:29 PM ET

    Stocks pushed higher after a weak start Friday as banks bounced bank.  After a three-day rally, stocks are on track for their best week in over a year.