Investing Investment Strategy


  • Despite a dismal quarter for deal-making to start the year, signs point toward a ramp up in mergers and acquisitions over the rest of 2012.

  • Santelli's Midday Bond Report Thursday, 5 Apr 2012 | 1:13 PM ET
    Santelli's Midday Bond Report

    CNBC's Rick Santelli reports on how the bond market is faring.

  • Betting on Lumia Thursday, 5 Apr 2012 | 1:11 PM ET
    Betting on Lumia

    CNBC's Jon Fortt discusses the details of the new flagship Windows phone, "Lumia 900," and says the product could be the last best chance for both Nokia and Microsoft in the smartphone market.

  • Pipeline Players Are the Next Wave in Oil Boom Thursday, 5 Apr 2012 | 1:03 PM ET
    Houston Echo Terminal Pipeline

    Talk to oil and gas industry veterans and they'll tell you, the U.S. is in the midst of an energy renaissance, with national oil production at a 12 year high, thanks to the boom in Shale oil production in places like North Dakota.

  • 6 Companies Battling for Americans’ Grocery Money Thursday, 5 Apr 2012 | 12:53 PM ET

    Consumer-staples retailers are undergoing abrupt changes to their industry. The latest example is the battle over Americans' grocery purchases being waged by traditional supermarkets, dollar-discount stores, big-box department stores and wholesale clubs.

  • Money in Motion: Hot Week for the Dollar Thursday, 5 Apr 2012 | 12:49 PM ET
    Money in Motion: Hot Week for the Dollar

    The U.S. Dollar Index is up 1.3% this week and Willie Williams, Institutional Derivatives Sales director, says "the dollar will rally against the euro and the Swiss franc." But, he adds that the Swiss franc is in a better technical position.

  • Callaway's Comeback Story Thursday, 5 Apr 2012 | 12:28 PM ET
    Callaway's Comeback Story

    The 2012 masters golf tournament is underway and one of golf's most iconic names, Callaway, announced it is selling its brand to Dick's Sporting Goods. Chip Brewer, Callaway Golf CEO, weighs in.

  • Apple TV System Will Change Your Living Room: Analyst Thursday, 5 Apr 2012 | 12:21 PM ET

    If you have been salivating at the prospect of smoothly integrated technology including iPad, iPhone, and television, you’re not alone. Jefferies analyst Peter Misek is so sure Apple will “revolutionize” the way you watch TV he raised his price target to $800 from $699 a share.

  • Why JOBS Act Is Good News: Greenberg Thursday, 5 Apr 2012 | 12:08 PM ET
    House Speaker John Boehner, and House Majority Leader Eric Cantor, participate in a news conference on the Jobs Act at the U.S. Capitol.

    I realized that my original knee-jerk reaction as a financial journalist to the JOBS Act was wrong. In the ideal world of more transparency, as financial journalism by its nature tends to encourage, less regulation of the financial markets is generally a bad idea.

  • Constellation Brands Beats Estimates Thursday, 5 Apr 2012 | 11:45 AM ET
    Constellation Brands Beats Estimates

    Constellation Brands beat Wall Street's expectations when it reported Q4 results this morning. Timothy Ramey, D.A. Davidson & Co., weighs in.

  • JCPenney's Makeover Thursday, 5 Apr 2012 | 11:27 AM ET
    JCPenney's Makeover

    CNBC's Courtney Reagan takes a look at JCPenney's big turnaround plan.

  • 5 Stocks Endowment Funds Are Buying in 2012 Thursday, 5 Apr 2012 | 11:26 AM ET
    Exxon Mobile

    Forget the hedge funds and mutual funds for a minute. If you want to follow the moves of a prescient group of professional investors, keep an eye on the endowments. Today, we'll take a look at five of the biggest position increases endowment funds took on.

  • Jefferies Ups Apple Target to $800 Thursday, 5 Apr 2012 | 10:51 AM ET
    Jefferies Ups Apple Target to $800

    Peter Misek, Jefferies technology analyst, explains why he is raising his price target on Apple to $800 from $699.

  • Shoppers 'Hop' to Stores Before Easter Thursday, 5 Apr 2012 | 10:43 AM ET
    Shoppers 'Hop' to Stores Before Easter

    Retailers are mostly reporting solid gains in March as warm weather prompted consumers to buy seasonal merchandise sooner than normal. Adrianne Shapira, Goldman Sachs broadlines retail analyst, weighs in.

  • stock_ticker_blur_200.jpg

    This week's market action serves as a vivid reminder of how dependent valuations are on central bank policies, and especially the aggressive provision of liquidity by the Federal Reserve and the European Central Bank.

  • Art Cashin on the Market Drop Thursday, 5 Apr 2012 | 10:33 AM ET
    Art Cashin on the Market Drop

    Sharing perspective on the current state of the economy, with Art Cashin, UBS head of floor trading, who says "on the risk that the job number is great, people will say they may have missed the boat."

  • Enterprise CEO: Pipeline Boom in Early Innings Thursday, 5 Apr 2012 | 9:47 AM ET
    Enterprise CEO: Pipeline Boom in Early Innings

    Enterprise CEO gives Bertha Coombs an exclusive look into the construction of the company's new ECHO oil storage and transfer terminal in Houston, which provide a vital link between booming onland Shale oil production by major Gulf Coast refiners.

  • Santelli's Morning Bond Update Thursday, 5 Apr 2012 | 9:15 AM ET
    Santelli's Morning Bond Update

    CNBC's Rick Santelli discusses the latest market action related to bonds and the dollar.

  • Futures Pare Some Losses After Jobless Claims Thursday, 5 Apr 2012 | 8:37 AM ET

    U.S. stock index futures shaved some losses Thursday following a better-than-expected jobless claims report.

  • Stocks to Watch: PLCM, BBBY, RT & More Thursday, 5 Apr 2012 | 7:48 AM ET

    Take a look at some of Thursday’s morning movers: