Muddled by inconsistent earnings and stock performances, one sector appears tougher and tougher to predict, CNBC's Jim Cramer says.» Read More
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.
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
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).
Geert-Jan Nikken at Rabobank said investors should look into buying shares in European semiconductors and multimedia companies.
ASML -- “If you take a look at the stock from a technical perspective, I think there’s still more upside room for the stock.”
Michael Gaugler, senior vice president at Brean Murray, Carret & Co., and Neil Berlant, portfolio manager at PFW Water Fund said investing in water manufacturing and pipeline company stocks are the way to go.
“We’re typically looking for the technology and infrastructure plays,” said Gaugler.
"I look at water a bit more globally," said Berlant.
Scott Richter, portfolio manager of the Fifth Third Disciplined Fund, has two prescriptions for investors’ portfolios.
Tim Parker, an energy analyst at T. Rowe Price, says his best picks are global oil services firms.
Investors could take advantage of the prolonged battering of the financial sector by considering three European banks, Victoria Hoskins, regional investment director at Gerrard Barclays Wealth, told "Power Lunch Europe" Wednesday.
"There's a couple of good banks out there where you can get some pretty decent value at the moment," Hoskins said.