Kevin Holt, Invesco Comstock Fund, tells investors why big bank stocks could move higher in the next six months and why he is building positions in energy.
In fact, the Dow is poised for its best first half since 1999. As the second quarter and first half of the year come to an end, CNBC examines where the money was made.
Ron Baron, Baron Capital chairman & CEO, shares where he is his seeing long-term investment opportunities in technology and brick &mortar plays.
The stock market will go a "good deal higher," Dennis Gartman, founder of The Gartman Letter, told CNBC, adding it's no longer time to be short gold.
"You can't store value in money," said Ron Baron, Baron Capital chairman and CEO, explaining why he is "confident" in the markets and why short-term interest rates aren't likely to go up anytime soon.
Check out which companies are making headlines before the bell:
"I have a BlackBerry and I have an iPhone," said Tom Barrack of Colony Capital, and "as much as I want the BlackBerry to win, I'm just magnetically being drawn more and more to the iPhone.
Kevin Book of ClearView Energy and Edmund Moy of Morgan Gold discuss the metals meltdown, as gold dips below $1,200 and oil edges down.
Dan Ernst, Hudson Square Research, runs through the smartphone maker's key numbers and discusses whether the BlackBerry's Z10 is living up to Wall Street's expectations.
"I think the markets are oversold," said Tom Barrack, Colony Capital founder, chairman & CEO, discussing where he is finding investment opportunities in the markets, and sharing his views on Ben Bernanke.
Markets in the second half could be driven by more volatility, though strategists expect equities to end the year higher than their current levels.
Matthew Toole, Thomson Reuters, and Amanda Levin, Mergermarket editor of the Americas, debate whether to expect a turnaround in dealmaking for the second half of the year.
CNBC's Courtney Reagan has the back-to-school outlook in retail, and Piper Jaffray analyst Peter Keith provides his top retail plays for the second half.
Dennis Gartman, The Gartman Letter, explains why he is now sitting "on the sidelines" on the gold play, and why he thinks stocks are likely on an upward trend.
CNBC's Ross Westgate reports on all the market moving events from Europe, as markets hit the midway point in the year.
CNBC's Ross Westgate tells you what the markets will be watching as we approach the start of trading in the U.S., and the White House begins searching for a likely replacement for Ben Bernanke.
The bulls loved T-Mobile earlier in the month, and they're looking for the gains to keep on coming.
Jonathan Compton, managing director of Bedlam Asset Management, tells CNBC that the dumping phase is over and investors should be looking at what to go and buy.
Goolim Ballin, group chief economist at Standard Bank, tells CNBC why Africa isn't just a commodities story.
Gold peaked at $1,900 per ounce, and has been falling ever since. Robert Sinche, Pierpont Securities, and Steve Forbes, Forbes Media, discuss what the decline in gold means.