Strategic Stock Selection by Gemma Godfrey on CNBC

Follow this link: CNBC Clip for a 3-minute run down of where you should be investing and what to avoid.

Incl: headwinds facing the banks (a “Tale of Two Cities: Goldman Sachs and Credit Suisse); opportunities for firms ‘ready for change’ (Apple versus Nokia) and the inflationary pressure on consumers (Pepsi and Coca-Cola)

Bank Rules: Stability Up, Profitability Down  21 Apr 2011

“I’m a little bit cautious about the sector and it will be interesting to see how (banks) are reacting to the regulation,” Gemma Godfrey, head of research at Credo Capital said of the banking sector. She added there would be more stability with higher capital requirements, but profitability would be reduced, as in the case of Credit Suisse.

“Squawk Box” is the ultimate “pre-market” morning news and talk program, where the biggest names in business and politics bring their most important stories. “Squawk”‘s unique sense of street smarts and wit, mix business news with an unscripted and fast-paced exchange of banter.

CNBC’s signature program in EMEA, Squawk Box Europe, is the pre-game show for the markets. The focus is on stocks and stories that affect the way markets trade.

Squawk Box Europe is lively, timely and irreverent. Every day anchor Geoff Cutmore is joined by a guest host, either a leading business figure or financial market specialist. They provide three hours of must-see commentary and analysis wrapped around the European market open

Advertisements

2 comments

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s