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CNBC asked the experts where they would invest in this market environment, and here's a sampling of their recommendations.
Riding Railroad Stocks
“We like Union Pacific for three main reasons. We think it’s got the best opportunity for pricing gains, as there’s about 25 percent of the legacy business left to reprice. We think it’s got the most operation gains left … We also think Union Pacific [UNP
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] has the best opportunity for volume gains going forward.”
- Jason Seidl, Credit Suisse First Boston Analyst
“Canadian Pacific [CP
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] … and Norfolk Southern [NSE
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]. We like those two stocks because they have a high exposure to the defensive freights … and we believe they’re currently trading at discounts relative to the group. Another company we like is Burlington Northern [BNI
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].
- Lee Klaskow, Longbow Research Senior Transportation Analyst
Banking on the Banks
“We still argue for a defensive posture in the [financials] group, so among the bigger banks, JPMorgan [JPM
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], among the regional banks, a US Bancorp [USB
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] or an M&T [MTB
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], some of the more defensive plays. And we also like … Bank of New York [BK
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].”
- Jason Goldberg, Lehman Brothers Banking Analyst
The Case for Intel
“We like Intel here; we like it on the long side and think the PC market’s holding up well. We’re a little concerned about the other businesses they’re in, including the memory market, but core PCs seem to be strong.”
- Doug Freedman, American Technology Research
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- 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.
- Switzerland's privacy watchdog is taking legal action to force Google to make changes to its Street View service.
- A wealthy, distracted Texas driver crashed his million-dollar Bugatti Veyron sports car into a salt marsh, say police.
Data is a real-time snapshot *Data is delayed at least 15 minutes