Skip navigation
Watchlist Sponsored By :


Current DateTime: 01:18:20 14 Nov 2009
LinksList Documentid: 33482595

Current DateTime: 01:18:21 14 Nov 2009
LinksList Documentid: 24355697

FEATURED QUIZZES


Current DateTime: 01:18:21 14 Nov 2009
LinksList Documentid: 33793611
  • The Billionaire BFF's

      Philanthropists. Bridge partners. Hockey players. Which responses are based on facts from Buffett's and Gates' real lives?

  • The Many Myths of Coca-Cola

      Can you tell which statements are true, and which ones are just rumors?

  • Think You Understand Markets?

      We've selected some questions from the Financial Industry Regulatory Authority's test of investor knowledge. See how you do ...


Current DateTime: 01:18:21 14 Nov 2009
LinksList Documentid: 24890560
  • Winterizing Your Portfolio

      If 2009 was the winter of our discontent, will 2010 be a winter wonderland for investors? A lot depends on the recovery—or lack thereof.

  • Investor's Guide to Real Estate

      Some even say the long-awaited recovery is here. Regardless, buyers and sellers alike can profit from our guide.

  • Alternative Investing

      Stocks and bonds? Sure. But it's a big world out there for investors.

powered by digg
Stocks to Get You Through This Volatile Market
By: Brooke Sopelsa,, Video Producer | 31 Jan 2008 | 04:42 PM ET
Text Size

Just one day after the Fed cut interest rates by a half-point, stocks are up -- after dropping -- and economic uncertainty is resurging. 

CNBC asked market experts where investors should put their money in this environment.

Playing ‘Out-of-Favor Stocks’

“Emphasize the areas of the economy that you’re seeing great fundamentals. We like technology and we like industrial as part of that play. And then look at the out-of-favor area of the marketplace. And clearly financials might be one area where you may want to start to look for ideas and the discretionary sector is an area we’re starting to look for ideas. We think one of the themes this year is to play the out-of-favor stocks.”

Andrew Feltus, Pioneer Investments Fund Manager

Banking on Banks

Bank of America has surely suffered its share of the pain from the subprime mortgage crisis.  Earnings in the fourth quarter were minimal, as it took large markdowns, but this is a strong company.  It has weathered storms similar to these in the past, it is trading cheaply at only about ten times this year’s estimates, and it has a great dividend of around six percent.”

Adriana Posada, American Beacon Portfolio Manager

Posada recommends: Bank of America [BAC  Loading...      ()   ] and JPMorgan [JPM  Loading...      ()   ]

Making Money in the Sky

"I believe in uncertain economic times like we have now that good companies go on sale. Southwest is off some 30% from its high last year.  It’s definitely a good company with a great balance sheet, so Southwest [LUV  Loading...      ()   ] would be the prime beneficiary of legacy carriers taking capacity out."

- James Parker, Raymond James & Assoc. Airlines Analyst

________________________________________
Want more expert picks?

Picks and Pans

________________________________________

Opportunities in Healthcare

"So far this year it has been a little bit of a rocky ride.  We saw some selloffs in healthcare services here recently, mainly because of the performance they had last year, taking profits off the table and putting into other areas.  However, we believe this sector will strengthen as we move through the remainder of the year."

- Arthur Henderson, Jefferies & Co. Managing Director of Healthcare Services

Henderson recommends: Healthways [HWAY  Loading...      ()   ] and Express Scripts [ESRX  Loading...      ()   ]

(Contd.)

________________________________________

________________________________________

Taking a Chance on Financials

"I’d certainly be in stocks in general and out of Treasurys.  If this thing turns out to be a relatively mild recession by the second half of the year or we don’t have a recession at all, then the markets are just completely mispriced.  So overweight stocks versus bonds in the U.S.  Within the stock market, I think large cap stocks in the U.S. are much cheaper than small, and also maybe financials still in this environment.  We’ve got these Fed rate cuts, you’re finally getting paid for taking risks when you make loans, so I think that’s a good area also."

- David Kelly, JPMorgan Funds

© 2009 CNBC.com
Tools:
Print EmailAdd This share icon
  • digg share

CNBC HIGHLIGHTS

  • Warren Buffett and Bill Gates spoke to Columbia students, and Buffett made the students a startling offer.
  • Brian L. Roberts
  • For the chief of cable company Comcast, growth has been about making deals – generally very large deals.
  • Some companies may start using insurance to shift carbon risk from their balance sheets to maybe... yours?
  • The president and founder of Genesis Today wants to improve America’s health, and thinks Wal-Mart can help.
  • Switzerland's privacy watchdog is taking legal action to force Google to make changes to its Street View service.
  • A wealthy, distracted Texas driver crashed his million-dollar Bugatti Veyron sports car into a salt marsh, say police.
ADD COMMENTS
Remaining characters


Current DateTime: 01:08:03 14 Nov 2009
LinksList Documentid: 29778428

Current DateTime: 01:04:47 14 Nov 2009
LinksList Documentid: 29779196

Current DateTime: 01:04:04 14 Nov 2009
LinksList Documentid: 29779199

Current DateTime: 01:02:14 14 Nov 2009
LinksList Documentid: 29779198
  Data is a real-time snapshot  *Data is delayed at least 15 minutes
Global Business and Financial News, Stock Quotes, and Market Data and Analysis

© 2009 CNBC, Inc.  All Rights Reserved.
A Division of NBC Universal
Thomson ReutersThomson Reuters