- Asian Markets Look Set for Strong Open
- Nicolas Cage Movie 'Bangkok' Bombs at Box Office
- Government Takes Control of Fannie, Freddie
- UK's Nationwide in Merger Talks with Smaller Rivals
- Stocks in for Tough Week, Despite Fannie Plans
- Fannie, Freddie Shareholders Face Wipeout
- D. Bank Seeks Minority Postbank Stake: Report
- France Reviewing Budget Deficit Targets
- ECB's Nowotny: Energy Speculation Bubble Bursting
Stocks are down this Valentine's Day, and there's nothing to love about that.
To keep investors from getting their hearts broken by their portfolios, CNBC enlisted the help of market experts.
Bullish on AJG
“That’s the No. 4 company in the industry. We do like the industry, even though the price is soft right now. We think [Arthur J.] Gallagher [AJG
Loading...
()
] is well positioned to do very well in the next several years. It’s a high-recurring revenue business; great return on invested capital, key-metric of Fiduciary Management that we look for of over 15%, stock yields are almost 5%. The internal growth rate of this company is somewhere about 3-4%. With acquisitions this probably gets us up to 5-6% growth plus the dividends.”
Ted Kellner, Fiduciary Management
______________________________________
Down market? Trade up with CNBC's experts:
 |
______________________________________
Betting on Biotech
“The reason I like Genentech short-term is on February 23 they’re awaiting approval on their Avastin drug for breast cancer. Most investors don't think this drug is going to get approved, therefore if it doesn't, I don't think the stock falls all that much next week. If it does get approved, however, the stock's up a lot, and I think it's got a decent shot at getting approved."
Mark Schoenebaum, Bear Stearns Biotech Analyst
Schoenebaum recommends: Genentech [DNA
Loading...
()
], Amgen [AMGN
Loading...
()
] and Human Genome Sciences [HGSI
Loading...
()
]
(Contd.)
______________________________________
CNBC Investor Takeaway |
______________________________________
The Case for Comcast
“We think that Comcast is worth in the high 20s, low 30s, so today would just be the tip of the iceberg. What’s interesting about it, is they had an earnings beat, but their guidance for next year was not particularly wonderful, but the stock is up because expectations were so low…They’re a little more focused on shareholders, they did start a dividend, which is their first ever, they’ll increase that over time, they increased their share buyback and committed to the timeframe.”
David Katz, Matrix Asset Advisors Chief Investment Officer
Katz recommends: Comcast [CMCSK
Loading...
()
] and AIG [AIG
Loading...
()
]
Print
Email
Del.icio.us
Digg It
Data is a real-time snapshot *Data is delayed at least 15 minutes