Investment Strategy


  • Stocks Rally, Buoyed by Earnings, Hiring Monday, 26 Oct 2009 | 10:56 AM ET

    Stocks advanced Monday, helped by an upbeat economic report and a couple of earnings beats.

  • This Market Has Little Downside: BlackRock's Doll Monday, 26 Oct 2009 | 10:48 AM ET

    The economy just exited a recession and we’re in a sub-par recovery, so the markets are "entitled to a rest after the big gain," said Bob Doll, vice chairman and global chief investment officer of equities at BlackRock.

  • New Signs Of Asia's Recovery Monday, 26 Oct 2009 | 9:25 AM ET

    More evidence that Asian economies are recovering: South Korea's GDP grew at a better than expected 2.9 percent quarter over quarter in Q3 (consensus was 1.9 percent).

  • We Are in the Mother of All Carry Trades: Roubini Monday, 26 Oct 2009 | 9:20 AM ET
    Nouriel Roubini

    Most investors follow the same strategy of borrowing in dollars and investing in assets across the world and when the greenback's downward trend will reverse, there may be a crash in global assets, Nouriel Roubini, Chairman, RGE Monitor, told CNBC Monday.

  • Futures Edge Higher; Verizon Shares Rise Monday, 26 Oct 2009 | 7:52 AM ET

    Futures pointed to a higher open for Wall Street on Monday as a new week brings another heavy dose of corporate earnings, following the first weekly loss in three for the U.S. stock market's major averages.

  • Market Tips: Go Back to Basics Monday, 26 Oct 2009 | 6:57 AM ET

    Global stocks rose on Monday, starting the week in positive territory, ahead of another host of corporate earnings results. Experts told CNBC investors should begin to return to a fundamentals-focused portfolio.

  • The Truth About the V-Shaped Recovery: Charts Monday, 26 Oct 2009 | 6:28 AM ET

    The economy will not experience a V-shaped recovery; there will be a stock market setback in the next month, and the high price of oil isn't about demand, rather a way to hedge against the overprinting of paper currency, Robin Griffiths from Cazenove Capital told CNBC.

  • A trader at the New York Stock Exchange.

    "I'd say it's buyers' fatigue that's set in," says one pro. "The stock market seemed to be going up on bad news for a certain period, and now we have what's perceived as good news...but it seems the market's got it fully priced in."

  • Icahn Resigns From Yahoo's Board, Praises CEO Bartz Friday, 23 Oct 2009 | 7:16 PM ET
    Carl Icahn

    Activist investor Carl Icahn is resigning from Yahoo's board of directors because he no longer has enough time to devote to the Internet company.

  • Dow Sheds Over 1% as Earnings Rally Fizzles Friday, 23 Oct 2009 | 5:50 PM ET

    Stocks relinquished earlier gains Friday as investors began to lock in some profits after an earnings-fueled rally this week.

  • Buy Stocks With 'Growth Value Anomalies': Analyst Friday, 23 Oct 2009 | 5:00 PM ET

    Nearly 80 percent of S&P companies have beat earnings expectations—is this due to low earnings estimates or is it a sign that the recovery is real? Michael Cuggino, president and portfolio manager at Permanent Portfolio Funds, and Tyler Dann, senior research analyst at Invesco Aim, shared their ideas.

  • Profit From These Sin Stocks: Finance Professor Friday, 23 Oct 2009 | 4:54 PM ET

    Investors gain 2.5 percent a year investing in “sin stocks”—tobacco, alcohol and gambling. Marcin Kacperczyk, professor of finance at NYU Stern, explains the “price of sin” and how it may help investors boost their portfolios.

  • Earnings Season: Five Things We've Learned So Far Friday, 23 Oct 2009 | 3:58 PM ET
    A trader at the New York Stock Exchange.

    A cursory look at quarterly earnings suggests corporate America is regaining its foothold. But a look at the stock market's reaction indicates otherwise.

  • Googling Tweets Friday, 23 Oct 2009 | 3:32 PM ET

    Maria Bartiromo recently sat down Google’s Marissa Mayer who heads up the company’s search products and user experience about Google’s licensing agreement with Twitter. Now, Google will receive a stream of Tweets to enhance Google’s search results.

  • Buy Hard Assets — Be 'Anti-Bernanke': Market Pro Friday, 23 Oct 2009 | 3:30 PM ET

    Stocks surrendered earlier earnings-fueled gains on Friday as investors began to lock in some profits. So where should you put your investment dollars now? Brian Place, president of Place Financial Advisors, and Peter Boockvar, equity strategist at Miller Tabak, discussed their market outlooks.

  • A Real Work of 'Art' — Cashin And Me Friday, 23 Oct 2009 | 2:30 PM ET
    Art Cashin

    I recently sat down with legendary NYSE trader Art Cashin for a 3-part interview available exclusively on CNBC.com.

  • Tech giants Amazon.com, Microsoft, Google, Yahoo and Apple reported earnings in the last week, each posting stronger than expected results. Does this signal the beginning of a recovery—and will tech stocks continue to rise? Gene Munster at Piper Jaffray and Dan Morgan at Synovus Securities shared their insights.

  • Hirschhorn: Viewer Questions Friday, 23 Oct 2009 | 1:30 PM ET
  • Earnings Rally Starts to Run Out of Steam Friday, 23 Oct 2009 | 1:26 PM ET

    Stocks relinquished earlier gains Friday as investors began to lock in some profits after an earnings-fueled rally this week.

  • Exchanging Views with Oppenheimer Friday, 23 Oct 2009 | 1:13 PM ET

    Closing Bell continued our "Exchange" series Thursday, broadcasting live from the Oppenheimer & Co. trading floor. On a busy day, 65 million retail and institutional trades are made, with technology, health care and consumer ranking as the most heavily traded sectors.