- Stock Market Crisis: Nation's Mayors Sound Off
- US Banks Keep Pressure on SEC to Deal With Shorts
- Financial Crisis Has Inflationary And Deflationary Potential
- What the Pros Say: Swap Jitters, Bottom Searches
- Viacom Warns of Third-Quarter Profit Shortfall
- US Consumers Lose Faith in Fed Due to Crisis
- Jefferies' Hogan: Market Will Bottom Today
- Traders Needing Cash Even Dumping Bonds
- Greenspan Sees First Half 2009 U.S. Housing Recovery
- Lightning Round OT: AFLAC, Valero and More
- Lightning Round: Chesapeake, Corning, J&J and More
- Cramer: What’s the Worst-Case Scenario?
- Game Plan: The Crash of '87 Scenario
- Cramer’s Double Secret Borrow-Binge Plan
- Your First Move For Monday October 13th
- History In The Making
- The S&P 500 Loses $1.8 Trillion in Market Cap for the Week
- Web Extra: GE & Goldman Sachs
As the trading week gets underway Monday, CNBC asked the pros how to keep your stock portfolio in the green.
Find a Bargain: STC
“What we like here is the company [Stewart Info.] [STC
Loading...
()
]is trading significantly below its book value of $42 a share. The stock’s a little bit less than 30 right now. We see earnings power here of over $5 a share in good times. It’s a cyclical company, but you want to buy these when they’re down and out.”
- James Tringas, Evergreen Special Values Fund portfolio manager
__________________________________________
More investment ideas from CNBC's expert guests:
![]() |
__________________________________________
Buy Beaten-Down Tech Stocks
“I think the techs have been so beaten-down there are some real opportunities. You look at Hewlett Packard [HPQ
Loading...
()
], for instance, or Seagate [Technology] [STX
Loading...
()
], or Lockheed Martin [LMT
Loading...
()
]... I think there are some real opportunities there. The techs are really selling cheap. I mean you’re finding Microsoft [MSFT
Loading...
()
] at levels it hadn’t been in years and years and years.”
- Barry James, James Advantage Funds
Another Bet on Tech
"If investors want to start increasing their exposure in one part of the market, it should be tech, because it's already reflecting a lot of the bad news ... Technology is something that's going to last a lot longer. Tech is going to give you plenty of growth. Another thing that's interesting about technology, is that from a balance sheet perspective, it has very little debt and it's loaded with cash."
- Jason Trennert, Strategas Research Partners chief investment strategist
(Contd.)
__________________________________________
__________________________________________
Stick with Commodities
“If we’re suddenly going to take copper back to $4 a pound, if we continue to see wheat trade above $20 a bushel, if we continue to have crude oil over a hundred, then financial assets are going to be in rather dire straights. I’m long on commodities; I’m short on stocks. I’ve been that way for months now, and I’m going to continue to be that way.”
- Dennis Gartman, The Gartman Letter
Bullish on Agrium
“Agrium [AGU
Loading...
()
] is another one we got. If you had to buy anything, I’d by energy or ag-related stocks, so Terra Industries [TRO
Loading...
()
], Monsanto [MON
Loading...
()
], Agrium in this space.”
- Jon Najarian, Optionmonster.com






