- EU Opens Probe in BHP Billiton Bid for Rio Tinto
- Worse Car Sales Decline Expected in Western Europe
- Euro Banks Need to Raise $90-$140 Billion: Goldman
- BSkyB Mulls $4 Billion Bid for Spain's Digital Plus: FT
- On the Bright Side, Shopping Bargains Abound
- Euro Stocks Fall as Goldman Note Hits Banks
- Return of Asian Currency Crisis Is Unlikely: ADB
- European Shares Set to Open Flat as Holiday Shuts US
- Airbus to Sell Five A380s to Japan's ANA: Nikkei
Markets aren't stagnant today, and your portfolio shouldn't be either. To give investors an edge, CNBC asked the market experts for their best stock picks now.
Time to Take on Risk?
"There's a ton of cash on the sidelines — $3.5 trillion — the hedge community, by and large, is on the short side of neutral, you've got fair valuations, and we're looking at a situation now where you could see the dollar stabilize. That could cause international investors to come into our market. I think it's a great time to take risk at this point in time."
- Phil Dow, RBC Wealth Management Director of Equity Strategy
Dow recommends: Cisco [CSCO
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], Amdocs [DOX
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], ConocoPhillips [COP
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] and Patterson-UTI Energy [PTEN
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].
Betting on Energy, Industrials
"Chevron [CVX
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] is a name we'd be adding to, currently...I think it has the best production growth profile among the integrateds. If you look at the Unocal acquisition, which was made about three years ago, I think that's going to prove to be a really shrewd deal."
- Dan Manion, Sentinel Common Stock Fund Senior Portfolio Manager
Manion also recommends: United Technologies [UTX
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], Honeywell [HON
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] and General Electric [GE
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].
Tech Opportunities
"I think right now, the market's in a position where it's short-term over-bought...Investor sentiment is no longer pessimistic, but...it's [not] extremely optimistic either."
- Sean Clark, Clark Capital Management Chief Investment Officer
Clark recommends: Apple [AAPL
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], Google [GOOG
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] and Research In Motion [RIMM
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].




