Warren Buffett's Berkshire Hathaway rallied above the broader market in 2013. TheStreet.com takes a look at five choice positions in the portfolio.
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Bill Spiropoulos likes America's new-found fondness for nuclear power, and he says there's one stock that stands to benefit a lot. He refers to Republican presidential candidate John McCain's call for the construction of 25 nuclear power plants.
"You can't do that unless you have the yellowcake (uranium ore)," the chief executive of Core States Capital Advisors told CNBC.
Recommendations:
So what company has the biggest slice of yellowcake?
Dizzy from all the ETF choices? Jeffrey Kosnett can help -- the Kiplinger's senior editor offered CNBC his top five exchange-traded fund names.
Recommendations:
PowerShares Dynamic Large Cap: Through a selective "winnowing-out process," this fund picks 100 stocks, offering "the same diversification you get with the S&P 500 -- but a much better selection."
Vanguard Extended Market Index ETF: Kosnett's small-cap choice consists of "3,000 mid- and small-caps for maximum exposure."
His other three ETF picks:
- WisdomTree Total Dividend
- Rydex S&P Equal Weight Healthcare
- SPDR/FTSE Macquarie Global Infrastructure 100
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Disclosures:
Disclosure information was not available for Kosnett or his employer.
Sean Kraus, senior vice president of Provident Investment Counsel, sees opportunities in retail, healthcare and technology.
Recommendations:
“Investors should use the volatility of the market to buy best of breed companies in those sectors that are going to recover first when the U.S. economy stabilizes, and in retail we like TJ Maxx , and in healthcare we like Gilead .”
In the tech sector, Kraus likes companies that are focused more on the U.S. market.
“Companies like Apple , with a majority of their sales in the U.S. and yet with early expansion abroad, are the (types of) names we’d like to play.”
Kraus also recommended Weatherford International and Monsanto .
Disclosure:
Disclosure information for Sean Kraus was not immediately available.
The oil sector offers attractive investment opportunities, strategists told CNBC Friday. But both disagreed over whether established oil majors like BP or growth stocks like Suncor were the best way to play the sector.
The Asian banking sector is the place to put your money at the moment, two fund managers told CNBC Friday.
Minho Roth, co-founder and fund manager of FiveT Capital is bullish on well-capitalized banks like commercial Korean bank, Kookmin.
Wenli Tan, Morningstar mutual fund analyst, says playing funds is safer than playing stock directly -- and just might be the way to beat a bear market.
Tan offered her top names to CNBC.
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Some funds mentioned:
- BlackRock Global Allocation Fund:
plays on various BlackRock strategies.
- Pimco All-Asset:
a "fund of funds," strictly invests in other Pimco-managed assets.
- Hussman Strategic Growth
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Disclosures:
Disclosure information was not available for Tan or her company.
International tobacco is the way to go for investors who want to keep their money safe in this volatile economy, says Charles Norton, co-portfolio manager at Vice Fund.
Ronald Weiner, president and CEO of the RDM Financial Group, says his two favorite stock picks are in the defense and energy sectors.
Trace Urdan, managing director at Signal Hill, and Dana Telsey, founder and retail analyst at Telsey Advisory Group, said that despite the slowdown in most back-to-school stocks, some sectors are looking bullish.
The options market continues to boil on the outlook for the financial sector and market volatility in general, according to Rebecca Darst of Interactive Brokers. And one pharamceutical company is drawing attention as well.
Options traders are "looking for downside from current levels," she said Thursday morning on CNBC. There has been specific action on Merrill Lynch , Bank of America , and Well Fargo , she said. (See video for her full comments).
