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  Monday, 7 Jul 2008 | 10:22 AM ET

Overseas Weakening -- But U.S. Tech is Hot

Posted By: Andrew Fisher

It may be time to stop going offshore, but where are the opportunities in America?

"The emerging markets are slowing down," Noah Blackstein of Dynamic Mutual Funds told CNBC.

"Everyone here keeps talking about the strong growth in China and India, but...those stock markets...India's down 40-plus percent this year, China's down 60 off the high, so I think those markets are slowing down," he said. "The key to the market is oil prices...it's very difficult to see the market growing with $145 oil."

Recommendations:

But Blackstein still sees an upside in technology stocks.

"I think there's some secular growth in technology," he said. "Google is obviously one; the closing of the DoubleClick acquisition...obviously doubles their market potential."

There's another tech stock that he likes even more.

"I like Apple here a lot," he said. "Apple really got hammered here in January; it's come back to the $170 mark, and I think you're just gearing up for this next platform, this next leg of growth, really globally with the iPhone."

Disclosure:

Blackstein owns shares of Google; disclosure information about Apple was not immediately available.

Disclaimer

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  Monday, 7 Jul 2008 | 7:46 AM ET

Options Flare on Regional Bank Stocks

The options market is signaling that there may be trouble ahead for regional banks, according to one expert.

"We're looking for more volatile downside from the regional banks," said Rebecca Darst of Interactive Brokers on CNBC's "Squawk Box" Monday. "This is perhaps not going to come as any great revelation to people who have been following the financials for some time, but it's interesting nonetheless, because we're looking for continued erosion below the lows."

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  Monday, 7 Jul 2008 | 6:43 AM ET

Profit from Climate Change in Japan

Posted By: CNBC.com

Environmental and energy companies in Japan look very strong, Makiko Zuercher-Hosaka, fund manager for Japanese equities at Clariden Leu said Monday.

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  Saturday, 5 Jul 2008 | 10:49 AM ET

The Week: Pickers Focus on Steel, Financials, Tech & International Stocks

Posted By: Brooke Sopelsa,|Video Producer

The week was a mixed bag of economic and market news, most of it on the negative side. Oil prices continued to hit record highs, the market officially entered bear territory and the European Central Bank socked it to the U.S. by raising rates a quarter-point. Despite all of this, CNBC guests found bright spots in steel, financials, tech and international stocks.

Monday:

Monday ended the market’s worst monthly decline in nearly six years, with financials leading the plummet. Shares of Lehman Brothers tumbled more than 10 percent on speculation that the bank could be forced to sell itself. Oil prices topped $143 a barrel for the first time.

Mark Parr, of Keybanc Capital Markets, said steel stocks are a very fertile place for solid capital gains over the next 12 months. He liked U.S. Steel , Nucor , Steel Dynamics , Reliance Steel and Olympic Steel .

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  Friday, 4 Jul 2008 | 12:36 PM ET

Parking Cash in European Telecoms

Posted By: CNBC.com

The European telecom sector could be a good place for investors to park their cash, particularly Deutsche Telekom and UK's Vodafone, James Bevan, chief investment officer at CCLA Investment Management, told CNBC Friday.

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  Friday, 4 Jul 2008 | 7:52 AM ET

Bargain Stocks: Nokia, Spectra, Incitex Pivot

Posted By: CNBC.com

Shares of leading mobile handset maker Nokia have fallen nearly 40 percent so far this year, producing a great buying opportunity for a still-growing tech company. And the commodities boom means agriculture and energy are also still good places to invest, according to strategist Wouter Weijand.

While Nokia's sales growth in the West has declined, Nokia still has an increasing demand for mobile phones from emerging markets like China and India, Weijand, chief investment officer of high income equity at Fortis Investments, told "Worldwide Exchange."

"(Nokia is) trading like a value stock but still offering longer-term growth. It is a great franchise and they have no debt at all on their balance sheet," he said.

Australian fertilizer distributor Incitex Pivot is also a buying opportunity, Weijand said.

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  Thursday, 3 Jul 2008 | 1:27 PM ET

Bullish on Technology

Posted By: JeeYeon Park

Warren Myers, a trader at Walter J. Dowd, says "oil can determine different sectors and companies" -- but he is hopeful about the tech sector.

Recommendations

IBM – “A name that’s never mentioned anymore, but has been acting quite well, at least for the last year or so.”

For more of Myers’ strategy, watch the full interview (4 mins, 30 secs)

Disclosure

Disclosure information was not immediately available for Myers, or his company.

Disclaimer

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  Thursday, 3 Jul 2008 | 12:12 PM ET

5-Star Stocks: Beat The Slowdown!

Posted By: CNBC.com

Five-star portfolio manager William Fries says you can make money in this global slowdown -- with the right "approach to value."

Fries is co-portfolio manager of the Thornburg International Value Fund , which is down 14 percent year-to-date -- but up nearly 140 percent over the last five years.

"There are a lot of slowdowns on the periphery of Europe," concedes Fries.

But he told CNBC that there are good Continental buys to be found, by seeking "consistent earners" that fit Thornburg's "approach to value": diversification across three types of stocks.

Recommendations:

Fries likes:

- SAP in Germany

- Telefonica in Spain

- and back in North America, Canadian Natural Resources

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  Thursday, 3 Jul 2008 | 11:59 AM ET

Large or Small Caps?

Posted By: Krystina Gustafson

Given the weakness of the U.S. dollar, investors should look to large-cap multinational corporations for sound investments, said Bill Schultz, chief investment officer at McQueen, Ball & Associates.

They should specifically target more defensive stocks, such as broadly-based pharmaceuticals or companies in the oil-services sector, he said.

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  Thursday, 3 Jul 2008 | 8:59 AM ET

Top Food Stock Picks for Lean Times

Posted By: Robin Knight|Assistant Producer

Food and beverage stocks, usually considered a defensive play in the face of a recession, have suffered indiscriminate selling in recent months, but shares like Unilever, Heineken and CSM could be valuable additions to stock portfolios at these levels, analysts told CNBC.com Thursday.

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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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