- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Why Amazon Rules Retail
- Paul: Audit the Fed
- HP Comes in As Expected; Is It Time to Buy?
- JAL Slides to Record Low on Bankruptcy Jitters
- Prepare For Large Decline In Stocks, Next Year?
- The Social Media Gaming Threat
- Wave of Debt Payments Facing US Government
- Holiday Travel Outlook
- Gold Will Collapse Like Oil Did in 2008: Charts
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- Tuesday's Heavy Dose of Data to Dictate 'Risk' Behavior
- Obama says Boosting US Jobs is Top Priority
- More Consumers Giving 'Black Friday' the Cold Shoulder
- Prepare For Large Decline In Stocks, Next Year?
- Hewlett-Packard Earnings Rise, Match Guidance
- HP Comes in As Expected; Is It Time to Buy?
- Cramer: What Monday’s Housing Number Really Means
- Why the Dollar Will Likely Stay Weak for Some Time
- Bear, Lehman Execs Weren't Wiped Out by Crisis: Study
RSS FEED
CNBC Stock Blog
Text Size 
The week began with a flashback to the credit crisis. It ended with figures showing the fastest inflation in six months and the lowest consumer-sentiment reading in 28 years. Along the way, as the stock market ebbed and flowed, CNBC guests assembled a collective portfolio that was heavy on technology, energy, and global exposure.
Monday:
Lehman Brothers [LEH
Loading...
()
] warned of an unusually large $2.8 billion quarterly loss, and pledged to raise $6 billion in new capital. April pending-home sales, a leading economic indicator, rose 6.3 percent.
David Sowerby of Loomis Sayles recommended technology stocks, with their abundance of free cash flow: Applied Materials [AMAT
Loading...
()
], Corning [GLW
Loading...
()
], Harris Corporation [HRS
Loading...
()
]. He also liked trendy watchmaker Fossil[FOSL
Loading...
()
] and beverage producer Dr. Pepper Snapple [DPS
Loading...
()
].
Stifel Nicolaus's Todd Weller went with information technology: Eclipsys [ECLP
Loading...
()
], Allscripts [MDRX
Loading...
()
], Quality Systems [QSII
Loading...
()
], Cerner [CERN
Loading...
()
].
Gary Anderson of the UMB Scout International Fund pointed overseas to Novo Nordisk [NVO
Loading...
()
], United Overseas Bank [UOVEY
Loading...
()
], and Petrobras [PBR
Loading...
()
].
Tuesday:
The trade gap widened more than expected. Fed chairman Ben Bernanke warned that oil prices are driving inflation. XTO [XTO
Loading...
()
] announced it was buying privately-owned Hunt Petroleum.
Phil Orlando of Federated Investors recommended not oil companies, but oil exploration and equipment firms: Transocean [RIG
Loading...
()
] and Schlumberger [SLB
Loading...
()
].
David Riedel of the Riedel Research Group suggested Deere [DE
Loading...
()
], which is providing the world's farmers with technology to gain desperately-needed efficiency in food production.
The Jensen Portfolio's Robert Zagunis told investors to go with companies that are big, global, and high-quality: Automatic Data Processing [ADP
Loading...
()
], Johnson & Johnson [JNJ
Loading...
()
], and Wells Fargo [WFC
Loading...
()
].
Paul Fremont of Jefferies and Credit Suisse's Dan Eggers recommended non-regulated utility companies. Fremont picked First Energy [FE
Loading...
()
], NRG [NRG
Loading...
()
], and Dynegy [DYN
Loading...
()
], while Eggers went with Public Service Enterprise Group [PEG
Loading...
()
], FPL Group [FPL
Loading...
()
], and Reliant Energy [RRI
Loading...
()
].
Wednesday:
Crude oil inventories fell more than expected. The Fed's anecdotal Beige Book pointed to a weak economy, with a soft labor market and consumers hit by rising food and energy prices.
CastleArk Management's Jerry Castellini told investors to stop obsessing over oil prices and buy stocks like Petrohawk [HK
Loading...
()
], Southwestern Energy [SWN
Loading...
()
], Ultra Petroleum [UPL
Loading...
()
], Nabors Drilling [NBR
Loading...
()
], National Oilwell [NOV
Loading...
()
], and Rowan Drilling [RDC
Loading...
()
].
Keith Wirtz of Fifth Third Asset Management recommended a blend of technology and ketchup: IBM [IBM
Loading...
()
] and H. J. Heinz [HNZ
Loading...
()
], saying both companies are defensive and are part of unique momentum trends.
Thursday:
First-time jobless claims hit their highest weekly level since late March; Lehman Brothers replaced its chief financial officer and chief operating officer; and Philadelphia Fed president Charles Plosser told CNBC inflation is his chief worry, and rates will have to go up -- the only question, he said, is, "When?"
David Katz of Matrix Asset Advisors suggested a move back into some selected financials: Merrill Lynch [MER
Loading...
()
] and Morgan Stanley [MS
Loading...
()
], but Fusion IQ's Barry Ritholtz strongly disagreed, recommending Arch Coal [ACI
Loading...
()
], Swift Energy [SFY
Loading...
()
], Oracle [ORCL
Loading...
()
], Sybase [SY
Loading...
()
], and BMC Software [BMC
Loading...
()
].
Matthew Kaufler of Touchstone picked Triquint Semiconductor [TQNT
Loading...
()
] and Assured Guaranty [AGO
Loading...
()
], a bond insurer that's kept its AAA rating while some high-profile competitors have been losing theirs.
Friday:
May's consumer price index reading showed the fastest inflation in six months, while June's preliminary consumer sentiment fell to its lowest level in 28 years.
Barry James of James Advantage Funds went with some major U.S. multinationals, three of them the largest companies in their respective fields: McDonald's [MCD
Loading...
()
], Owens Illinois [OI
Loading...
()
], Hewlett Packard [HPQ
Loading...
()
] and Wal-Mart [WMT
Loading...
()
].
Data is a real-time snapshot *Data is delayed at least 15 minutes