Morgan Stanley gave its best trade ideas into year-end in a note to clients on Friday.» Read More
Traders are decidedly bullish on Microsoft options Tuesday after a positive report from Oppenheimer. The average daily volume in November for MSFT was 80,000 calls per day, but 49,000 contracts changed hands in the first hour of trading today alone.
Public perception and reality are often at odds, and Neil Hennessy sees that to be the case in the stock market today. He urged investors to step back, realize that they can't make money buying Treasurys, and get their money flowing back into stocks.
Options traders Tuesday are betting on more upside in medical technology company Stryker. Following heavy volume yesterday, SYK continues to see activity at the January 40 calls...
Riverfront Investment Group's Rod Smyth characterizes the current efforts of the Federal Reserve and the Treasury as "one huge bridge...trying to take us from this recession that we're in, into the next expansion." Mike Holland of Holland & Co. agrees — and says some investment opportunities are also being built.
Telecommunications stocks have taken a beating of late. But Michael Kovacocy of Daiwa Institute of Research Europe says steep price dives has pushed telecom shares into "deep value territory." He offered CNBC his insights — and favorite stock plays.
Valero Energy is seeing some heavy options trading, as put activity Monday more than tripled the daily average volume.
Stocks ended lower Monday as a pair of lowered outlooks arrived just in time for the holidays.
Traders are banking on shares of Chesapeake Energy to move higher — but not for a few months. The oil and natural gas company reached a peak near $70 in July, but has fallen hard since then to about $15.25, after spending much of autumn between $10 and $25. Options activity on Monday is focused on the April 27.5 calls...
Desperate strategems fended off sharply reduced retail-store traffic this holiday shopping season, but some names may vanish from the landscape early in the new year. But Kristine Koerber of JMP Securities prefers to focus on the survivors.
Credit continues to crunch. Oil has collapsed. But Jeff Mortimer recommends a bank and an oil giant. What's going on here? Hint: The CIO of Charles Schwab Investment Management is thinking long-term.
Stocks turned lower Monday as a pair of lowered outlooks arrived just in time for the holidays.
The bad news is, there's going to be a lot more bad news. The good news is, it's pretty well priced into the market. That's how Al Frank Asset Management's chief portfolio manager, John Buckingham, sees it.
Demand for oil will eventually rebound, say analysts — driving up global coal demand in turn. Geoff Beeston, investment advisor at Lonsec, offered CNBC a coal investment with a "very strong" balance sheet.
U.S. stock index futures pointed to a mixed open for Wall Street as bad news continued to trickle through before the Christmas holiday.
Brent Wilsey says it's time to go shopping -- for retail stocks. The president of Wilsey Asset Management even has a shopping list. "What's happening is that a lot of estimates have come down a lot from 90 days ago, so people think they're going to come down further," he told CNBC. "A lot of this is built into the stock price already."
Option expiration days are usually volatile days for the stock market, and this week, there has been some unusual activity in HSBC, JPMorgan Chase and Apple.
The current market environment is a value investor’s dream, according to Patrick Becker Jr., co-manager of Becker Capital Management.
Citi's Kimberly Greenberger is looking for a turnaround in retail stocks sometime in the second half of next year. In the meantime, even the best of retailers are struggling.
Jack Ablin says consumer stocks are viable, but they must be picked carefully. "We've divided the consumer market into areas that consumers can buy with cash, versus areas that consumers need financing to buy," the chief investment officer of Harris Private Bank told CNBC. "Clearly, anything that needs financing to buy is out."
For brave investors getting back into stocks, Juerg Zingg, managing partner at Q Investments, says that Xstrata, Rio Tinto and BHP Billiton are smart bets in the basic resource sector; while oil services companies like Fugro, Seadrill and Noble Corp. are attractive; and refiners such as Valero and Petroplus look good.