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  Monday, 11 Aug 2008 | 12:19 PM ET

Bargain Stocks: Buy on the Ground Floor

Posted By: Andrew Fisher

Everyone has a favorite story about an innovative company whose shares were once a bargain. Those stories usually end with a heartfelt, "If I had only known..." Morningstar equity analyst Michael Tian has a list of innovative companies selling at bargain prices right now.

Recommendations:

His list begins with Applied Materials.

"They are the behemoth in the semiconductor tool industry," he told CNBC. "They basically have engineers in almost every chip-manufacturing facility in the world; these guys have to come up with new products every few years in order to keep themselves fresh and relevant."

He also likes Autodesk.

»Read more
  Monday, 11 Aug 2008 | 10:46 AM ET

Five Stocks to Watch

Posted By: CNBC.com

Jon Hilsenrath, money and investing news editor at The Wall Street Journal, offered CNBC his weekly "Five for Five": the five stocks investors must watch this week.

»Read more
  Monday, 11 Aug 2008 | 10:04 AM ET

Stock Picks: Come Back to the USA

Posted By: Andrew Fisher

After Wall Street's best week in a long time, Black Rock vice chairman and CIO of global equities has some moves to recommend to investors.

"Oil's down, the dollar's up, stocks are up, and the U.S. is outperforming on the upside," Bob Doll told CNBC. "I think what we're seeing here is, the U.S. is the best house in a bad neighborhood, for the moment."

Recommendations:

Doll still favors multinationals, but his view is changing slightly.

""I do think you need to supplement your portfolio with a few U.S. names, some consumer names, some health-care names that I think have been doing well here and have reasonable fundamentals," he said.

He likes Express Scripts, McKesson, and Pfizer in health care; and WalMart and Kroger in the consumer sector.

»Read more
  Monday, 11 Aug 2008 | 8:25 AM ET

Go with the Flow: Top Water Stock Picks

Investors looking to cash in on water should look to opportunities in the "total water cycle," where companies look to address the global imbalances of the natural resource, Rainer Ottemann, head of fund sales for Germany and Austria at KBC Bank Deutschland, said Monday.

"Water may be the most underestimated resource in comparison to traditional resources, because it has much more significance to humans," Ottemann told "Power Lunch Europe."

Ottemann likes wastewater utilities like Severn Trent and Veolia in Europe, as well as Aqua America .

»Read more
  Friday, 8 Aug 2008 | 3:57 PM ET

Trucking Stocks Roll as Oil Falls

Posted By: Andrew Fisher

Airline stocks are not the only ones thriving as oil prices continue to fall. Analyst Lee Klaskow of Longbow Research suggests it may be time for investors to climb back into the cabs of trucks.

"We recently upgraded the sector from underperform to a neutral weight, based on a survey that we published," he told CNBC. "The survey was really telling us that a lot of capacity was coming out of the market."

Recommendations:

"We just upgraded Heartland (Express) to a buy from neutral," he said. "It's one of the best in class, short- to medium-haul truckload providers. It also has a best-in-class operating ratio."

Klaskow is less enthusiastic about YRC Worldwide.

"We wouldn't be buying it at these levels," he said. "YRC is in the midst of a turnaround, and we view it more as a work in progress. There's some execution risk, as the company tries to improve its regional network and its national networks."

»Read more
  Friday, 8 Aug 2008 | 1:51 PM ET

Stock Pick: Better 'Latte' Than Never

Posted By: CNBC.com

Mark Travis is going to Starbucks. The CEO of Intrepid Capital Funds says it's probably time to take advantage of the coffee titan's recent misfortunes.

Starbucks made headlines this summer by announcing it would close hundreds of its under-performing stores, and Travis notes that that's not the first time that's happened.

»Read more
  Friday, 8 Aug 2008 | 1:18 PM ET

Recession-Fighter Stocks (Part 1)

Posted By: CNBC.com

Investments to resist the slowdown: David Pearl of Epoch Investment Partners and David Moon of Moon Capital Management offered CNBC their insights -- and favorite stocks.

"Nothing is totally guaranteed to be recession-proof," cautioned Pearl. "But these are high-profile" names most likely to stand strong when others are sagging, he said.

He praised medical-service providers as the antithesis of "discretionary":

"People with chronic illnesses have to get services every day -- or else," he noted.

Recommendations:
(See Part 2 for Moon's view and stock picks )

Pearl likes Laboratory Corporation of America, Service Corp. International, Waste Management and DaVita. The last name is the "largest public dialysis company in the U.S.," largely driven by medicare-oriented revenue.

He also says the above companies "are very profitable and use cash they generate to buy back stock -- so even in tough environments, they'll come out winners."

(See Part 2 for Moon's view and stock picks )

»Read more
  Friday, 8 Aug 2008 | 1:13 PM ET

Recession-Fighter Stocks (Part 2)

Posted By: CNBC.com

Investments to resist the slowdown: David Pearl of Epoch Investment Partners and David Moon of Moon Capital Management offered CNBC their insights -- and favorite stocks.

Moon agrees with Pearl about the need to re-categorize many household- and personal-product makers, currently considered consumer-oriented:

"Most high-end pharmacological purchases are not discretionary," Moon told CNBC.

Recommendations:
(See Part 1 for Pearl's view and stock picks )

Moon pointed to Johnson & Johnson as an example: "We like them, even [considering] the consumer portion of their business." He also named Pfizer, whose necessary medicines outweigh "discretionary" products like Viagra.

"We're actually buying both (J&J and Pfizer) right now," Moon said.

He also praised Walmart, eBay and MGIC Investment.

(See Part 1 for Pearl's view and stock picks )

»Read more
  Friday, 8 Aug 2008 | 12:50 PM ET

Stock Picks: Coal-Fired Investing

Posted By: Andrew Fisher

With oil prices tumbling, what's happening to coal? Shneur Gershuni of UBS acknowledges that coal, oil and natural gas prices are closely dependent on each other, and recent price declines in coal stocks make them attractive targets for investors.

"We do think it's a buying opportunity for investors," he told CNBC. "The physical market continues to remain strong, and, whether GDP slows or not, we still need power, and we still expect the coal thesis to remain strong."

Recommendations:

At the top of his list is Consol Energy.

"The reason we like Consol is because of their exposure to the international market," he said. "A second reason...is because of their low cost...production relative to other Appalachian producers, and then, finally, they also have exposure to natural gas."

Gershuni also likes Peabody Energy and James River Coal.

»Read more
  Friday, 8 Aug 2008 | 12:45 PM ET

Utility Stocks Ready to Jump

Powering America: Stocks to Watch
Searching for the right investment opportunities in utilities, with Greg Gordon, Citigroup.

Energy prices surge and fall -- but America still needs to be powered.

So Greg Gordon of Citigroup says these utility stocks are good bets, thanks to their buildouts, expansions and investments in alternative energy.

Watch the video above for Gordon's insights -- and stock picks.

____________________________________
Companies Gordon discusses:

Allegheny Energy

Pacific Gas & Electric (PG&E)

FirstEnergy

Wisconsin Energy

American Electric Power

____________________________________
Disclosures:

The companies listed above have been and/or may be investment banking clients of Citigroup. Citigroup Global markets has or had them as clients, and the services provided were non-investment banking securities related.

Disclaimer

»Read more

About CNBC Stock Blog

  • The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.

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