The Stocks Wall Street Was Buzzing About
Channing Smith, co-portfolio manager of the Capital Advisers Growth Fund, said that the focus on Apple's margins is souring investor sentiment.
"Back in September, Apple could do no wrong, and today they can do no right," the longtime Apple shareholder said.
It was a big week for bank earnings and while the market beat up on Citigroup and Bank of America after their results, Sandler O'Neill principal Jeffrey Harte said there's still much to like about the money center banks — particularly the advantages of scale.
"The key thing is what are the core or sustainable things going on versus one-time items — there were a lot of charges in the quarter," he said. "When you look at things like loan growth, credit quality, and net interest margin relative to their banking peers, I think they have a more defendable (net interest margin.)"
Safety concerns surrounding Boeing's 787 Dreamliner have investors waiting for more data before figuring out what to do with the stock.
"Frankly, what we're saying to investors is, 'Look, we can't say with any conviction level that there's a certain entry point where we want to jump in here and buy,' " said Carter Copeland, an analyst at Barclays. "What we want is more data."
He said if you own Boeing shares here, you hang on.
—By CNBC's Justin Menza
Disclosures can be found in the individual Stock Blog posts.