- BlackRock: Central Banks To Be Net Buyers of Gold
- Lowe's Meets Third-Quarter Profit Expectations
- Cisco Ups Tandberg Bid, Claims Over 40% Backing
- 'Significant Weakness' Still Ahead: Fed's Hoenig
- Stronger Yuan Needed for Global Rebalancing: IMF Chief
- Washington Not Trying to Contain China: Obama
- How Much Do You Know About Green?
- Solar Energy Emerges From a Dark Period
- Japan Third Quarter GDP Jumps; 2010 Growth May Slow
- Warren Buffett to CNBC: 'I Haven't Bought American Express In Years'
- CNBC Video: Warren Buffett & Bill Gates - Keeping American Great
- U.S. Stocks Rally for the Second Straight Week
- Dollar is Not Plunging—So 'Calm Down': Market Strategist
- Strategists Say Markets Have More Upside — But How Much?
- Hirschhorn: Risk-Averse Traders
- Roginsky: A Funny Thing Happened on the Way to Financial Reform
- This Year's Biggest Thanksgiving Leftover: Cash
- TV Series Inks Unique Deal For Fight
MOST SHARED
- U.S. May Wind Up Green With Envy
- Warren Buffett to CNBC: 'I Haven't Bought American Express In Years'
- CNBC Video: Warren Buffett & Bill Gates - Keeping American Great
- EADS Cautious on Full-Year Forecast after Earnings Dip
- Taking a Page from Obama's Asia Agenda in Investing
- Stronger Yuan Needed for Global Rebalancing: IMF Chief
- JP Morgan to Bid Over $3 Billion for Cazenove Stake
- Washington Not Trying to Contain China: Obama
- Signs of Stability, but 'We're Not All Satisfied': GM CEO
Text Size 
Today’s weaker-than-expected jobs report is putting pressure on stocks and has more investors uttering the “R word.”
To help investors protect their portfolios in this uncertain market environment, CNBC asked the experts for advice.
Betting on the Consumer
“As far as consumer stocks … we found a lot of opportunities there, and what we think are very stable businesses with little operating risk, as low as five times operating income, which for a value investment firm … that spells opportunity.”
- Mark Travis, Intrepid Capital Funds Chief Investment Officer
Travis recommends: DSW [DSW
Loading...
()
], Family Dollar [FDO
Loading...
()
] and Wal-Mart [WMT
Loading...
()
].
______________________________________
Scary economy? Invest with CNBC's experts:
 |
______________________________________
Steel & Natural Gas Plays
“I think steel has more legs than a centipede these days, so I still like Steel [U.S. Steel] [X
Loading...
()
] … [for] a nat gas play, let’s go with PTEN [Patterson UTI] [PTEN
Loading...
()
] … I think with nat gas being high for probably the next year or so, they’re going to be able to increase their drilling budget, which means to them they have the most leverage in that space to bring you back those land rigs, so I think that’s a nice play.”
- Steve Grasso, Stuart Frankel
Fertilizer Stocks: Benefiting From the Ag Boom
“We’ve actually been waiting for the fertilizer stocks to pull back a little bit, and that’s why we waited to upgrade the stocks until now, and they have pulled back a bit … With the names that are involved with the Potash fertilizer and also with the phosphates, I think you can buy those stocks now on the pullback.”
- Michael Judd, Greenwich Consultants Chemical Analysts
Judd recommends: Mosaic [MOS
Loading...
()
], Potash [POT
Loading...
()
] and Compass Minerals [CMP
Loading...
()
].
(Contd.)
______________________________________
______________________________________
Banking on Banks: A Quantitative Strategy
“We’re buying the banks, using a strategy that looks for big, market-leading companies that have either high shareholder yield — which is buyback plus dividend yield — or just straight out high dividend yield. One of the things we’ve found is … if you look at the dividends on some of these stocks, they’re out of this world.”
- Jim O’Shaughnessy, O’Shaughnessy Asset Management
O’Shaughnessy recommends: Citigroup [C
Loading...
()
].
Print
Email
- Where, what, how.
- Warren Buffett and Bill Gates spoke to Columbia students, and Buffett made the students a startling offer.
- For the chief of cable company Comcast, growth has been about making deals – generally very large deals.
- Some companies may start using insurance to shift carbon risk from their balance sheets to maybe... yours?
- The president and founder of Genesis Today wants to improve America’s health, and thinks Wal-Mart can help.
- If a terrible driver on you morning commute has you feeling like you want to scream, check out this website.
Data is a real-time snapshot *Data is delayed at least 15 minutes