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CNBC Market Survival Guide: What to Do Now
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The Fed makes an emergency rate cut. Stocks initially plunge, then recover but remain lower. Amid all the market turmoil, investors are confused, even frightened.
CNBC asked the pros what they would do in this kind of unsettled market. Here's what they had to say.
Stocking Up on Tech
“Intel [INTC
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]I think that that is an example of things being overdone. If you listen to management’s comments in their recent quarterly report, they really don’t see a slowdown. And I think they also do watch CNBC and admitted that some of their conservative projections in the first quarter and for the year were based on providing cushion for softness or softening in the global economy. But, they don’t see signs of that right now. They’re very well positioned relative to AMD [AMD
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]. All of their metrics are very good: inventories, average selling prices… And, the PC market still looks pretty strong.
Jeff Krumpelman, Fifth Third Asset Management Senior Portfolio Manager
"Emerging" Opportunities
"Emerging markets generally are enjoying stronger GDP growth than developed markets. Earnings per share growth is stronger. You’ve got transition within emerging markets of countries that such as the so called BRIC markets, Brazil [Brazilian Bovespa], Russia [RTS Moscow], India [Bombay Sensex] and China [Shanghai Composite], where the growth is more driven by domestic consumption than by export growth."
Durham Recommends: Russia [RTS Moscow]
Brad Durham, Emerging Portfolio Fund Research
Homebuilder Opportunities
"You can find selective buys in the builders now. There's a couple of companies that are well-positioned in terms of cash flow, in terms of the cash they've generated and the liquidity on their balance sheets. We're going to see a lot of pain through this downturn, especially with, we believe, some of the smaller private builders, that use shorter-duration financing. Actually, there's a couple of names, and I would point out Toll [Brothers] and Centex as two of them that are pretty well positioned to take advantage of some of those opportunities."
Goldberg Recommends: Toll Brothers [TOL
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David Goldberg, UBS Analyst
Altria: An International Play
“Altria is a big holding of mine, and I love the stock. I think it’s the international play that you want to continue to hold going forward.”
Pavlik recommends: Altria [MO
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Robert Pavlik, Oaktree Asset Management
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CNBC Special: Warren Buffett's Timeless Strategies
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Advice for the Individual Investor
"They've got to understand why they invested. If it's for the long run, they ought to, frankly, stop listening to us jabber away, and go about their business. If they have a short-term time horizon, they didn't belong in there in the first place, and if they have some money earmarked for equities, do a dollar-cost-averaging system. Start getting in, my guess is, eight to 12 months from now, equities will be nicely higher than they will be at today's low at the opening."
Bob Doll, BlackRock Vice Chairman & Global CIO of Equities
Energizing Your Portfolio
“We do have a lot of energy stocks, and we’re certainly holding on to them. Oil is still very elevated relative to where it was a year ago or two or three years ago. So I think names like Exxon and Marathon Oil, a name I was going to talk about today, these are stocks that have come down considerably, and I think there is great opportunity there.”
Buckingham recommends: Exxon [XOM
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John Buckingham, Al Frank Asset Management
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CNBC Special: Don't Panic -- You Have Choices
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The Case for Biotech Stocks
"Biotech stocks have actually exhibited more sense of maturity in the last few years. A lot of these things are flush with cash, they actually have the pipeline and the marketplace, not really beholden to the economic cycle the way a lot of other things are, whether it's retail, whether it's energy stocks, in a recessionary environment. What we've seen specifically with some of the bigger names is almost a flight to quality, and I think we may see this again in the next few days."
John O'Donohue, S. G. Cowen Head Trader
Data is a real-time snapshot *Data is delayed at least 15 minutes
