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Sector Picks: Investing During A Slowdown

Natalie Erlich,|News Associate
Wednesday, 23 Apr 2008 | 2:58 PM ET

Despite oil's gains, the Dow, Nasdaq and S&P continue to move to the upside. CNBC asked the experts where you should put your money now.

Market Mavens
Buying cheap stocks, with Craig Hodges, The Hodges Fund & Hodges Small Cap Fund; Michael Cuggino, Permanent Portfolio Funds and CNBC's Carl Quintanilla

Finding Bargains in Financials

"Beaten down stocks, financial services, if you have a strong stomach, you definitely want to be picking around in those areas. But, just be forewarned that you could be in for a wild ride. But a long term investors should be looking in those areas right now."

- Michael Cuggino, Permanent Portfolio Funds

Looking for a Rally
Betting on gold, commodities and other hard assets, with Richard Cripps, Stifel, Nicolaus Capital Markets; Thomas Winmill, The Midas Funds and CNBC's Mark Haines

Bullish on Equities

“We think the fear factor is going to go away and the equities are going to recover. The neat thing about the miningsector right now is that they haven’t really reflected the fact that the underlining the commodities, the remedies, are up sharply.”

- Thomas Winmill, The Midas Funds

Big Board Buzz
The word on the street, with Stephen Porpora, William O'Neil; Steve Massocca, Pacific Growth Equities and CNBC's Mark Haines

Think Small

"Mini small cap stocks are washed out here. And I think if there’s value in this market, it’s in smaller stocks, sub $500 million market cap companies."

- Steve Massocca, Pacific Growth Equities

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