Google's release of its music service had much fanfare going into it. But after the announcement it seems Google dropped the ball with this, reports TheStreet.com.
» Read MoreJerry Doctrow, real estate analyst at Stifel Nicolaus, sees a very sanguine corner of the property market: Health care REITs.
He offered CNBC his take on the health- and medical-oriented real estate -- and his favorite stocks in the subsector.
Companies discussed in the interview include: Omega Healthcare, HealthCare Realty and Health Care REIT .
Disclosures:
Disclosure information was not available for Doctrow or his company.
Barry James is looking to some well-known large-cap names to see him through the bear market.
The president of James Advantage Funds has been a careful student of the last 10 bear markets, and he's noted three to five waves of selling in each bear market. So where are we now?
"I would look at this as the third one," he told CNBC. "From the high that we had in May until the lows that we had recently, we were down double-digits, and we've had a little bit of a bounce."
James has been doing some buying.
"That's about the only way you can survive in a bear market...to counterpunch," he said.
Recommendations:
James likes Disney, WalMart, AT&T, and Hewlett-Packard.
"They're all pretty cheap, relative to the market...they've had good earnings up to this point in time, and in this...bear market environment, some of the things we look for are stock buybacks...expectations to be not too high by the analysts, and we look for price appreciation...and all of those...meet those criteria," he explained.
Jason Votruba is big on small cap stocks. His five-star UMB Scout Small Cap Fund is up an average of 11.6 percent per year over the last five years.
"The small caps have been actually doing pretty well in this environment, outperforming, to the surprise of a lot of people, many of the large caps," he told CNBC. "In a recovery, I think they'll continue to perform well."
Recommendations:
His first pick is Microsemi.
The company makes specialized microchip components, like the tiny ones that regulate power inside implantable cardiac devices.
"They've got a pretty stable business behind them," Votruba said. "You look at about two-thirds of their end markets, they're stable and growing markets."
Microsemi recently raised the high end of its guidance.
He also likes Huron Consulting Group.
"They're benefiting from a lot of the hard times that corporations are having out there right now," he said. "A lot of their business is consulting to the health and education markets...they just re-structured their eDiscovery business, which is a hot market right now -- the legal profession uses them -- I think they're seeing good demand from that."
Disclosures:
Disclosure information for Jason Votruba was not immediately available.
The difference between Apple and Yahoo is a lot more than just opposite ends of the alphabet.
Putnam's Kevin Divney sees a dramatic difference between the ways the technology company and the search engine are being run, and thus on the wisdom of owning the two stocks.
Recommendations:
"We don't own Yahoo right now," he told CNBC. "I think there's too much uncertainty in the business; there are better competitors in technology...why take the risk of all the boardroom drama?"
Apple, on the other hand, gets high marks from Divney.
"I think it's a great long-term growth story," he said. "Obviously, they've had a (few) bumps with earnings season...they're going to come out with a new device...and the rumors are, it will have another impact factor. They keep on lining up new products in a nice sequential line."
Hedge funds were big players in (pre-bubble) housing, commodities and oil price runups.
Philip Duff, managing principal at Duff Capital Advisors, offers CNBC the hedge-fund view of Merrill Lynch, regional banks including PNC Financial Services Group , and where the markets in general -- and oil, specifically -- are headed.
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Other regional banks:
- National City
-Fifth Third Bancorp
Oil ETF:
- United States Oil Fund
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Two strategists, Stephen Wood at Russell Investments and John Manley at Citi Smith Barney, shared their market rebound strategies with CNBC.
Top Wall Street executives are in consensus: They believe the SEC is going to expand limits on short trading -- beyond what was initially targeted.
Commentary by Michelle Caruso Cabrera, Sue Herera, Dennis Kneale and Bill Griffeth.
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More CNBC investment ideas:
- Options Action: Merrill, Amgen, Medicals
CNBC Video Reports:
- Best Trades Now: Retail, Financials, Pharma & More
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Mary Jane Matts knows a few things about "up" stocks in a down market, and she's sharing a couple of suggestions with CNBC.
Her four-star Fifth Third Disciplined Large Cap Value Fund is up 13.67 percent year-to-date.
Recommendations:
Her first pick is Forest Laboratories.
Tumbling oil prices should send investors toward the people who own and run refineries, according to SmartMoney senior markets editor Russell Pearlman.
"These guys got slaughtered recently, because they hadn't been able to raise prices fast enough on gasoline to make up for the difference in the increased cost of their feed stock," Pearlman told CNBC. "You've seen oil prices go down here 11 percent, but the price of gas has only gone down about 3 percent."
He says recent price moves will help refiners recapture their pricing power and margins.
Recommendations:
Merrill Lynch, Amgen, and some medical instrument outfits are getting a lot of options action this week, according to one observer.
There was a jump in options traffic Friday for Merrill Lynch , Rebecca Darst of Interactive Brokers explained on CNBC Monday.
"There's a lot of pearl-clutching melodrama in the financials right now, but by and large, implied volatilities on most leading banks and brokerages, while it's still high, is still well off the highs we saw back on July 15th, when the anxiety about Fannie and Freddie was at its highest pitch," she said. "But in the case of Merrill Lynch, the implied volatility reading that we're seeing right now is about 106 percent, only about 8 percent off that July 15th high, so there's still a lot of relatively more anxiety attached to Merrill Lynch for some reason, compared to other brokerages." (For her full comments see video).
