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  Friday, 24 May 2013 | 5:58 AM ET

Fortress Pullback Brings Out the Bulls

Posted By: David Russell | Writer, OptionMonster
Getty Images

Fortress Investment pulled back yesterday, and the bulls piled in.

OptionMonster's trade scanners detected the purchase of 2,200 September 6 calls for $1.25 to $1.40. The volume exceeded the strike's previous open interest of 1,438 contracts, indicating that new positions were implemented.

The investor now has the right to buy shares in the hedge-fund/private-equity company for $6 through expiration. The cheapness of the calls relative to the stock limits the amount of capital at risk and creates the possibility of significant leverage in the event of a rally. For instance, a 25 percent gain would more than double the value of the options.

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  Wednesday, 22 May 2013 | 3:14 PM ET

Buffett's Berkshire: 5 Favorite Stocks for 2013

Posted By: Jonas Elmerraji | TheStreet.com Contributor
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Warren Buffett

2013 is turning out to be a pretty good year for Warren Buffett. Year-to-date, the octogenarian billionaire has seen his firm, Berkshire Hathaway, rally more than 25.6 percent. That's almost double the returns that investors have gotten from the broad market over that same period.

And a lot of that upside in Berkshire's price has to do with Buffett's $85 billion stock portfolio.

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  Thursday, 23 May 2013 | 2:58 PM ET

5 Big Stocks That Could Drop in May

Posted By: Jonas Elmerraji | TheStreet.com Contributor
Getty Images

The S&P 500 "suffered" the biggest correction of the month in Wednesday's session, dropping 0.83 percent to close at 1,655 and change. Then again, anyone who thinks that an 83-basis-point dip in the S&P counts as a correction probably only started trading on May 1.

Mr. Market has been on a breakneck pace this month, racking up total returns of 4.8 percent since the calendar flipped over to May. Even factoring in Wednesday's dip, that's an annualized 126 percent pace for stocks.

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  Wednesday, 22 May 2013 | 7:21 AM ET

How Options Bulls Are Betting on the Cloud

Posted By: David Russell | Writer, OptionMonster
Photo: Steven Puetzer | Image Bank | Getty Images

Cloud-computing stocks have been active recently, and yesterday the bulls turned to data-warehousing company Teradata.

OptionMonster's tracking systems detected an early volume spike in the June 60 calls, with large blocks crossing for $0.80 and $0.85. Those contracts lock in the price where the stock can be purchased, which can result in some nice leverage in the event of a rally.


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  Tuesday, 21 May 2013 | 2:29 PM ET

Five Trades to Take as the Stock Market Soars

Posted By: Jonas Elmerraji | TheStreet.com Contributor
Getty Images

You know it's been a crazy month for stocks when yesterday's 0.07 percent decline in the S&P 500 was one of the four biggest down days in May.

I, for one, don't necessarily think that's a bad thing. As breakneck as the market's pace has been this month, this rally has been nothing if not orderly—I've been saying that since the S&P's uptrend started back in November. This week, as the broad market peeks up into overbought territory for the second time in this rally window, I think we're due for a correction. Just not necessarily a downward one.

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  Tuesday, 21 May 2013 | 5:57 AM ET

Is Apache Headed to Triple Digits?

Posted By: David Russell | Writer, OptionMonster
Getty Images

Energy producer Apache bounced at its 200-day moving average, and the bulls are looking for steady gains.

OptionMonster's tracking programs detected the purchase of 10,000 January 90 calls for $3.51 and the sale of an equal number of January 100 calls for $1.36. Volume was more than quadruple open interest at each strike, indicating new activity.

Owning calls locks in the price where investors can buy shares, while selling them fixes a maximum exit level. Combining the two strategies lets them control the spread between two prices at low cost.

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  Monday, 20 May 2013 | 12:47 PM ET

Did Google Just Place Three Big Bets on Nvidia?

Posted By: Anton Wahlman | TheStreet.com Contributor
Getty Images

Google is in increasing competition with the main computing ecosystem players. Among the biggest fights Google is engaging, are the following three:

1.Apple: Google needs to out-gun Apple in mobile computing—smartphones and tablets.

2.Microsoft: Google needs to out-gun Microsoft in traditional PCs and gaming.

3. Facebook: Google needs to become the main alternative to Facebook in social networking.

In the last few days, it appears that Google's weapon of choice to fight these three battles may be Nvidia. Let me tell you why:

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  Monday, 20 May 2013 | 10:56 AM ET

Cramer: Yahoo's Tumblr Acquisition 'Works'

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Yahoo Bets on Tumblr
The "Squawk on the Street" news team discusses Yahoo's bid to buy Tumblr.

Yahoo's groundbreaking acquisition of blogging website Tumblr makes sense, CNBC's Jim Cramer said Monday on "Squawk on the Street," and many in the market may not be young enough to realize it.

"People who are devoid of a blog, they go on Tumblr," Cramer said. "Social media is underrated by people who are older than 23."

Despite a lack of significant earnings from Tumblr, over time several acquisitions of this nature have paid off, such as Google buying YouTube or Facebook's purchase of Instagram.


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  Monday, 20 May 2013 | 5:22 AM ET

Kinder Morgan Bulls Look for a Breakout

Posted By: David Russell | Writer, OptionMonster
Getty Images

Energy pipelines have been a favorite of the bulls, and now they're looking for Kinder Morgan to break out.

OptionMonster's monitoring systems detected the purchase of more than 5,700 December 45 calls on Friday, most of which priced for $0.48 and $0.49. The volume was more than more than five times the previous open interest at the strike, indicating that new positions were initiated.

The calls lock in the price where shares can be bought in the energy-transportation company. Because of their cheap entry price, the contracts can generate significant leverage if the stock keeps climbing, but limits the amount of money that can be lost if it drops.

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  Sunday, 19 May 2013 | 12:05 AM ET

These Tech Giants Covered by the Cloud, Too: Pros

Posted By:
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One of the biggest secular trends in technology is toward cloud computing, which allows consumers and businesses to access data and applications anywhere, anytime.

"You have to focus on cloud as a tech investor at this point," Ken Allen, technology portfolio manager at T. Rowe Price, told CNBC this week. "It cuts across the industry, across subsectors."

Given cloud computing's potential, Wall Street analysts remain bullish on two of the companies at the forefront of this movement: Google and Amazon.

»Read more

About The Stock Blog

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.