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Ride the Rally with Small Caps, Storage & Sin

Brooke Sopelsa|Video Producer
Friday, 18 Apr 2008 | 1:32 PM ET

U.S. stocks soared more than 200 points Friday, led by financials and tech. CNBC asked the market experts how investors can best ride this rally.

Friday Trade
Preparing your portfolio for next week, with Jeffrey Frankel, Stuart Frankel; Carter Worth, Oppenheimer & Co.; David Lutz, Stifel, Nicolaus Capital and CNBC's Mark Haines

Betting on Storage

“I specifically like the storage sector and what is selling into the corporate networks, because for enterprises, storage really is not that discretionary of a trend. Even the financial services industry, who’s had to cut back on a lot of IT spending of late, they need to continue spending on storage.”

David Lutz, Stifel Nicolaus Capital Markets Managing Director

Lutz recommends: EMC Corp , Hewlett-Packard and NetApp .
(Contd.)

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Don't stop now! Get more CNBC trading advice:

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Sin Stocks Inflation-Proof?
Making money in inflationary times, with Charles Norton, Vice Fund; Daniel Alpert, Westwood Capital and CNBC's Dennis Kneale

Tobacco: A Real “Growth Business”

“People smoke all over the world. In fact, if you go outside of the U.S. on vacation, you’ll notice just how many people smoke, so there are tremendous growth opportunities. It’s a real actual growth business outside of the U.S.”

Charles Norton, Vice Fund Portfolio Manager

Norton recommends: Altria .
(Contd.)

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Riding the Volatility Wave
Investment strategies for this topsy-turvy market, with Joe Heider, Dawson Wealth Management; Dan Veru, Palisade Capital Management and CNBC's Mark Haines

Riding the Volatility Wave With Small Caps

“We’re seeing a lot of value in a lot of the small companies that we [follow], and we’re focused on those companies that have exposure outside the United States.”

Dan Veru, Palisade Capital Management Co-Chief Investment Officer

Veru recommends: Harsco

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