Finding Profits in Oil Services, Home Improvement

Brooke Sopelsa|Video Producer
Monday, 19 May 2008 | 1:21 PM ET

To give investors an edge, CNBC asked the market experts where investors should be placing their bets now.

Millen also recommends: P&G and Praxair

Making Money in Oil
A look at which companies can sustain gains and make you the most money, with Jerry Jordan, Jordan Opportunity Fund and Rob Mackenzie, FBR Capial Markets

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 and Weatherford International.

Low Down on Lowe's
The low down on Lowe's, with Michael Lasser, Lehman Brothers; David Schick, Stifel Nicolaus and Herb Greenberg, Greenberg-Meritz Research

Low Down on Lowe’s

[On Lowe’s and Home Depot ] “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

Quality Growth Stocks
Smart money plays in quality growth stocks, with Robert Millen, co-portfolio manager at the Jensen Portfolio Fund

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] 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

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