The talk about rotation out of biotech and big momentum Internet stocks involves very few companies.» Read More
The Lightning Round is extended in this CNBC.com exclusive feature.
Sometimes a product cycle is so big it benefits even the seemingly least competitive companies in the sector, such as this one.
Plus, Cramer explains a great way to take profits on a stock and why he doesn’t like stop-loss orders.
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.
One company rode the tech bubble of the 1990s; the other is part of the ill-starred fraternity of bond insurers. What do they have in common? Matthew Kaufler of Touchstone Value Opportunities thinks investors ought to give them a look.