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All of a sudden, financial stocks are finding their way back into the investment dialogue. Jordan Posner of Matrix Asset Advisors has a lot to say — and a lot of stock picks.
Staples is seeing strong put activity Tuesday, ahead of its quarterly earnings report next week. More than 13,800 puts have changed hands this morning, more than double the daily average in the last 30 days. ... We've followed unusual action in the world's largest office products company before — and harvested some fat profits.
Home builder D.R. Horton reported a wider quarterly loss Tuesday — yet its shares jumped on U.S. government moves to buoy the financial sector. But home prices and mortgage rates dropped further with no floor in sight. Experts told CNBC the problem is market schizophrenia: equity markets have bottomed but credit markets are still spiralling downward.
The market landscape has changed dramatically, according to Barber Financial Group's Dean Barber. "Not that you can't be a long-term investor, but I don't think our markets are going to give us that nice little upward trend that we saw for so many years," he told CNBC. "You have to be more tactical."
Alternative-energy stocks may be running out of gas, says Jerry Castellini of CastleArk Management.
Choosing among banks is a potentially hazardous task for an investor these days — but Jim Hardesty of Hardesty Capital Management says the financial sector will be out front, as the economy and the markets recover.
LPL Financial's Jeffrey Kleintop says one type of investment vehicle is going to "bounce the hardest."
The U.S. government has rescued Citigroup and the mood at Citi is one of relief and resignation that their world has forever changed. What lessons can we learn across the globe as we watch Citigroup fall under the federal government’s umbrella? Are the lessons the same in Asia? America? Everywhere?
David Fording says there are good stock opportunities out there -- if you look for high quality. The co-portfolio manager of the William Blair growth Fund named four stocks for a long-term plan.
The U.S. government's plan to inject $20 billion into Citigroup seemed to drive a stock market rally Monday — but failed to reassure analysts overall. CNBC canvassed the experts for their outlooks: Despite the uncertainty, one strategist says financials will lead the recovery — and another sees hyperinflation as the real danger ahead.
Options traders are showing bullish activity today in Nucor, the U.S.' largest recycler of steel scrap, which is down 70 percent from its summertime high. So what does this mean for you?
The U.S. government's plan to inject $20 billion into Citigroup failed to fully reassure analysts about financials. So what is safe to invest in now? Tim Harris at JPMorgan Asset Management and Khiem Do at Baring Asset Management offered their sector strategies to CNBC.
Warren Buffett tells Bloomberg today that more information about Berkshire Hathaway's derivative positions will be included in the company's annual report early next year. In an email sent by his assistant, Buffett says investors will be told about "all aspects of valuation" for the contracts. In addition, the report will discuss "deficiencies in the formula" for pricing the derivatives, "which we nevertheless use."
Pulte Homes plunged to a new multi-year low today, after our OptionMonster's tracking systems showed strong institutional put buying yesterday. Our puts becamse that much more valuable....
Chaos reigns Friday: Lame-duck White House and Congress are unable to reach a decision on the financial crisis. Yet Citigroup stock inched up, despite misgivings over the CEO's determination not to break up the firm. And while legislators dither over the jet-setting Big 3 automakers' fates, one strategist told CNBC that Ford Motor stock could yet quadruple overnight. (You read that correctly.)
Banks are anathema to stock-market investors now, but Peter Sorrentino of Huntington Asset Advisors says that will change — probably around the middle of next year.
China, the emerging economy with so much promise, has often been criticized as a bubble waiting to burst. Well, it turns out that the U.S., Europe, Australia and the entire global economy was in the same bubble bath that's turned cold. And while China may not be hot, it certainly is faring better than the U.S..
Motorola has had about as much good news as I've got hair: The company is losing market share every day, and its commoditized business is under attack by Samsung, LG, Nokia, and HTC. But as bad as things are, MOT shares may be worth a look now...
Volatility in financial stocks, particularly Citigroup and Merrill Lynch, remains very high, according to Rebecca Darst, equity options analyst with TheStreet.com.
Telcos, pharmas and some media stocks present investment opportunities now, according to Fergus O'Sullivan, managing director at Morgan Stanley.