Select US Banks at Bargain Prices
Google is using Nvidia to fight its main rivals: Apple in mobile computing, Microsoft in PCs and gaming, and Facebook in social networking, TheStreet.com says.» Read More
"There are plenty of upsides to the E&P sector," said Pavel Molchanov, associate analyst at Raymond James. Following are his top stock picks.
Your search for many happy returns should take you south, according to John Chisholm of Acadian Asset Management. He recommends stocks in two large and thriving Brazilian companies.
Chisholm's Acadian Energing Markets Fund is up an average of 32.7 percent per year over the last five years.
Topping his list is petroleum giant Petrobras.
Nearing the end of an eventful and exhausting week, Stuart Frankel's Steve Grasso likes a retailer -- and a way to pay the bill.
"You shouldn't be jumping into this market until it shows some credible, real rallying," he told CNBC. "I don't think we've really seen that yet."
Rally or no, Grasso has a big favorite.
Sure Google's sales and earnings grew -- are growing -- much faster than IBM's. But aside from the two tech bellwethers having comparable market caps of about $170 billion, that's about where the comparisons end.
I admit this is funky math, but bear with me:
If IBM were given Google's forward P/E of 24x estimates instead of its current 14x, it'd be a $210 stock with a market cap of nearly $290 billion -- that's bigger than No. 2 ranked GE's $279 billion.
And if IBM were trading at Google's forward price-to-sales ratio of 6.8x instead of its current 1.6x, it would be a $525 stock.. worth $725 billion.
That's 70 percent bigger than Exxon!
By certain trailing multiple measures afforded to Google, I can show you how IBM could be a TRILLION dollar stock... but that'd just by silly.
CNBC.com Video Reports:
Waiting for a market expert to recommend financial stocks? Wait no longer. Wendell Perkins has banks on his shopping list.
"There is an enormous amount of value in this market today," the chief financial officer of Optique Capital Management told CNBC. "If you have a stronger stomach, perhaps, in the short term, but certainly, we're looking at a longer-term opportunity in this market."
He sees many of those value stocks as severely oversold.
"Analysts have been dreadfully wrong about their negative calls so far on many of the banks," he said.
Asked to name names, he starts with one of the week's big winners.
Prison stocks and waste management companies are the best places to lock cash in these turbulent times, due to their highly defensive value, Richard Wilson, fund manager at Threadneedle Asset Management told "Squawk Box Europe."
Wilson sees comfort and value in US prison stocks, like Corrections Corp. , which owns and operates prison correctional facilities in the US.
The industrial gases sector is shielded from cyclical effects and the four sector majors, Air Liquide, Linde, Praxair and Air Products can generate earnings growth of around 10 percent between 2007 and 2011, Jean-Paul Sabbagh, equity research analyst at Oddo Securities, said.
Air Products and Chemicals and Praxair are listed on the NYSE, Linde trades in Frankfurt and Air Liquide in Paris.
The four leading players have 70 percent of the market, meaning they have pricing power, raw materials for the sector are readily available and they have long-term contracts in place, Sabbagh wrote in a research note.
"This holds considerable appeal for investors in periods of stockmarket turmoil," he added.
Air Liquide is the most attractive of the four, Sabbagh wrote, and Oddo Securities has a "buy" recommendation on it.
Between 2002 and 2007, Air Liquide’s share price gained 50 percent, while the CAC 40 lost almost 10 percent and since last year the stock share price rose 14 percent, relative to a chemicals sector threatened by a squeeze.
- by Nadina Richardson, Special to CNBC.com
Despite consumers cutting back spending, Christine Chen, vice president of equity research at Needham & Company, still feels bullish about the back-to-school retail industry.
“We like the names that have done well in the first half of the year, have the fashion product, and will actually get the consumer to spend their dollars,” she said.
Aeropostale -– “They have consistently beaten numbers and raised guidance. In a year from now, our price target is $38 -– a 20 percent gain. I think when they report earnings at the end of August or beginning of September, they’ll beat expectations and continue to show that their sales trends are still growing.”
Guess -– “I think a lot of investors miss the fact that they have 30 percent of their business in Europe, and their European business is very strong. They’re at their early stages there and continuing to gain market share there as well as domestically in the U.S.”
Urban Outfitters -– “Nobody else has products like them. Nobody else has stores like them. They are one of few names where estimates will probably continue to go up during the year, because they have the right product and consumers are paying full price for it.”
Have the stock markets bottomed?
J.J. Burns of JJ Burns & Company joined Bill Seidman and Bob Pisani to lay out the facts.
More CNBC Intelligence: