- Citigroup Talks, But Nothing 'Walks' To Stabilize
- Soros: More Money Needed For U.S. Bailout
- HP Earnings: How Much Will "Hurt" From Economy?
- Obama Warns On Economy: Works On Stimulus Plan
- Citigroup's Ills May Signal Market Isn't Near Bottom
- US Inflation Bonds Hit by Deflation, May Recover
- Pros Say: Market Will Drop 5-10% — Ford Will Boom
- Bonds Drop on Profit-Taking, Geithner Move
- Jack Welch on Detroit: Let Them Go Bankrupt
- Out with Cox, in with Uptick Rule
- Pops & Drops: Hewlett-Packard, JP Morgan & Air Wagoner
- Mad Money Green Week: Owens Corning
- Fast & Furious: It's All About Soup
- Web Extra: The Trade on Walmart and RIMM
- Chartology: Grossly Oversold and Favoring the Upside
- The "Armageddon" Gameplan
- What's Next for Citigroup?
- What to Expect From a Geithner-led Treasury
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
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], Family Dollar [FDO
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] and Wal-Mart [WMT
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].
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Scary economy? Invest with CNBC's experts:
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Steel & Natural Gas Plays
“I think steel has more legs than a centipede these days, so I still like Steel [U.S. Steel] [X
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] … [for] a nat gas play, let’s go with PTEN [Patterson UTI] [PTEN
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] … 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
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], Potash [POT
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] and Compass Minerals [CMP
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].
(Contd.)
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More CNBC Investment Ideas: |
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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
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