- Credit Suisse Profit Beats Forecasts
- Gas Natural Considers Cash Bid for Fenosa
- ABB Profit Rise Hits Expectations, Ups Guidance
- European Shares Seen Lower, Results Flurry Dominates
- India's Bharti Airtel Profit Beats Forecast, Shares Up
- Singapore's MAS Ups 2008 Inflation View to 6% - 7%
- SK Telecom Profit Falls on Marketing, Outlook Weak
- Japan Exports Fall for First Time in Nearly 5 Years
- Weaker Oil Prices Lift Asian Markets, Tokyo Gains 2%
- Mad Mail: Buy a House – Now
- Lightning Round OT: Las Vegas Sands, CapitalSource and More
- Lightning Round: FuelCell, Microsoft, eBay and More
- Fast & Furious Trades: Microsoft, Lilly, Dow...
- Market Pans Panera Bread
- Commander Planet: Unexpected Green Trade!
- Emerging Money: These Colors Don’t Run
- Is GE the New Citigroup?
- Pops & Drops: Hershey, Pepsi...
Amid a wave of mixed economic signals, CNBC asked the pros where they would invest.
Find Tech Bargains
“And investors can get into prices that are very reasonable… Microsoft [MSFT
Loading...
()
]15 times earnings, Cisco [CSCO
Loading...
()
] 50 times earnings, yet they’re growing at greater rates than their PE ratios are. It’s a very unusual opportunity with a great margin of safety at the same time. It’s really unbelievable… We own them, and I believe the more they go down, the more they should be bought."
David Polen, Polen Capital
Think Global
“Disney [DIS
Loading...
()
]and Nike [NKE
Loading...
()
] are two of the names I like because they are leveraged to the foreign consumer. You look at some of the emerging markets around the world and middle classes are growing, you’ve got more disposable income, and Disney and Nike are benefiting from that.”
David Spika, WHG Funds
___________________________________________
Confusing market? Turn to CNBC's experts:
 |
___________________________________________
Invest in Australia
“It’s a triple play. You can play world growth, commodities and a soft U.S. dollar all with one investment. You have a country like Australia that is in an entirely different position than the United States. Its economy is very strong today. It’s benefiting from the commodities, both mining and agricultural, that it’s selling to the—to the Asian, which is just famish for their commodities.”
John Merrill, Tanglewood Capital Management
Play It Safe
"If you believe the manufacturing sector is going to be strong, things I think you should own there are Caterpillar , General Electric , Boeing , Emerson Electric. The reason is, they all get more than half of their sales from outside the U.S.; they're well-managed companies, strong balance sheets; they're levered to the international infrastructure build-out, you're probably safe there."
Jack DeGan, Harbor Advisory Chief Investment Officer
Investor Takeaway |
DeGan recommends: Caterpillar [CAT
Loading...
()
], General Electric [GE
Loading...
()
], Boeing [BA
Loading...
()
] and Emerson Electric [EMR
Loading...
()
].
GE is the parent company of CNBC and CNBC.com.
Print
Email
Del.icio.us
Digg It
Data is a real-time snapshot *Data is delayed at least 15 minutes