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Current DateTime: 04:29:56 09 Feb 2012
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Expiration DateTime: 2/9/2012 4:30:56 PM

ABOUT THE CNBC STOCK BLOG

The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.
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Current DateTime: 04:29:57 09 Feb 2012
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CNBC EXPLAINS


Current DateTime: 04:29:56 09 Feb 2012
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Hogan's Heroes: 10 Bargains For May

Published: Friday, 9 May 2008 | 10:53 AM ET
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Recent gains in the markets have changed the valuation picture on a lot of stocks, but Jefferies managing director Art Hogan is constantly on the lookout for bargains, and he told CNBC about some stocks that are still steals.

Airgas [ARG  Loading...      ()   ]:

"It's one of the things that doesn't get looked at a lot; it's an industrial name; people look at the cycle and say it's too early to get into the industrials, (but) this is one of the leaders, and I think you can buy it now."

Broadcom [BRCM  Loading...      ()   ]:

"If you want to use less power and have more applications on whatever your device happens to be, OEMs are going to them.  They're outsourcing to Broadcom, and they're eating everybody's lunch, especially in portabilty and cellular."

Cameron International [CAM  Loading...      ()   ]

Charles River Laboratories [CRL  Loading...      ()   ]:

"Biotech, especially pharma, outsourcing most of the R&D work that they're doing, and Charles River's been the leader in that; the last couple of quarters, they've turned the corner here."

DryShips [DRYS  Loading...      ()   ]

Dynegy [DYN  Loading...      ()   ]

Hornbeck Offshore [HOS  Loading...      ()   ]:

"They actually go out to the deep water Gulf and out to Brazil, where, as energy prices get higher and higher, we go deeper and deeper into the Gulf, drilling becomes more profitable, and these guys supply everything that goes out there."

Scientific Games [SGMS  Loading...      ()   ]

Tupperware [TUP  Loading...      ()   ]

Ultra Petroleum [UPL  Loading...      ()   ]:

"If you look at natural gas, which hasn't gotten as much conversation as oil, Ultra Petro is a play right there."

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