- UAE Central Bank Stands by Banks Amid Dubai Crisis
- UAE Markets Seen Limit Down on Monday Open
- Banks With The Biggest Exposure to The UAE
- Dubai's Debt Woes Signal New Era for Creditors
- US Treasury Wants Banks to Do More to Ease Mortgages
- Tiger Woods Accepts Full Blame for Car Crash
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Fed Audit Would Hurt Economic Prospects: Bernanke
- Big US Banks May Be Forced to Raise Capital: Bove
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
Text Size 
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
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
- These four sectors will be the next to lead the market.
- Zhu Zhu Pets are this year's must-have toy, fetching $40 or more on eBay.
- From the why-didn’t-I-think-of-that file, we present Jason Sadler, a man whose job is wearing T-shirts.
- It may be the most unusual guide to business you'll read.
- Shopping for a gadget hound? The choices can be baffling. Here are a few that should be a hit.
- "The Who" will be the halftime act for Super Bowl XLIV on Feb. 7 in Miami. Is the NFL behind the times?
Data is a real-time snapshot *Data is delayed at least 15 minutes