- D. Bank Seeks Minority Postbank Stake: Report
- France Reviewing Budget Deficit Targets
- ECB's Nowotny: Energy Speculation Bubble Bursting
- Treasury Plans to Take Control of Fannie, Freddie
- Treasury Is Finalizing Plans To Back Up Fannie, Freddie
- Best Stocks Now: 'Uggs' Are Not a Fad, Picker Says
- Despite Friday's Rebound, Stocks Still in Bear Market
- Republican Convention: Whose Week Was It?
- Surge in Joblessness May Deepen US Housing Slump
To give investors an edge, CNBC asked the market experts where investors should be placing their bets now.
Millen also recommends: P&G [PG
Loading...
()
] and Praxair [PX
Loading...
()
]
Making Money in Oil Services
"Supply, particularly non-OPEC supply, continues to disappoint...You've still got a lot of demand for drilling, and it's going to keep oil prices high, because supply is just not there."
- Jerry Jordan, Jordan Opportunity Fund
Jordan recommends: Schlumberger [SLB
Loading...
()
] and Weatherford International [WFT
Loading...
()
].
Low Down on Lowe’s
[On Lowe’s [LOW
Loading...
()
] and Home Depot [HD
Loading...
()
]] “I think that at this level, the downside in both names is probably limited and the upside over the long term, particularly 12 months, is meaningful, so you could probably own both these names.”
- Michael Lasser, Lehman Brothers
Turn To Business
“We really try to buy the business as opposed to the stock. And we’re looking for businesses that are very well run, strong financially, that have high returns that are generated through durable, competitive advantages, and have the consistency of earnings and dividend growth typically well into the future… Emerson [Electric] [EMR
Loading...
()
] has about half of their sales overseas. This is a company that has increased their dividend for over 50 years in a row.”
- Robert Millen, Jensen Portfolio Fund co-portfolio manager
Print
Email
Del.icio.us
Digg It
Data is a real-time snapshot *Data is delayed at least 15 minutes