- 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
The largest increase in wholesale inflation in 26 years has left many investors wondering how to protect their portfolios. CNBC asked the market pros what they would do.
Feeding Your Portfolio
"We're putting money into food stocks, which are necessities, not discretionary items. The consumers are going to...buy their cereals, they're going to buy whatever they need for their home and their children."
Sarat Sethi, Douglas C. Lane and Associates Portfolio Manager
Sethi recommends: Campbell Soup [CPB
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], General Mills [GIS
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] and Kraft Foods [KFT
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Navigate stagflation -- with CNBC's experts:
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Four-Star Materials Plays
“What we at Schwab want to focus on is surprise anticipation, what may not be factored into the price and what may come ahead.”
Vivienne Hsu, Schwab Dividend Equity Fund
Hsu recommends: AK Steel [AKS
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Retail Picks
“I think that you want to be focused on companies that have a model that’s looking to preserve free cash flow, manage their business very conservatively, capitalize on a recovery when it happens and see improving returns.”
Liz Dunn, of Thomas Weisel Partners Retail Analyst
Dunn recommends: Macy’s [M
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(Contd.)
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CNBC Investor Takeaway |
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Betting on Lowe's
"I still view them [Lowe's] as the market-share grabber, and if you look at the results that Home Depot reported today, and that Lowe's reported yesterday, the results do continue to suggest that...I think Lowe's is the better play here."
Brian Nagel, UBS Hardlines Retail Analyst
Nagel recommends: Lowe's [LOW
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