- 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.
Security Stocks
"We have four companies out there that are growing at 30+ percent internal growth...Just about everyone is growing double digits."
- Brian Ruttenbur, Morgan Keegan Homeland Security Analyst
Ruttenbur likes: AuthenTec [AUTH
Loading...
()
], FLIR Systems [FLIR
Loading...
()
], ICX Technologies [ICXT
Loading...
()
] and L-1 Identity Solutions [ID
Loading...
()
].
Chemical Plays
[On Dow Chemical [DOW
Loading...
()
]] "They have an interesting dynamic that will be occurring later on this year, in that they're joint-venturing some of their chemical businesses and plastics businesses with the Kuwaitis, and they're going to receive an enormous amount of cash for that...We think they will choose to reinvest that in acquisitions and perhaps some share buybacks."
- Michael Judd, Greenwich Consultants
Judd also likes: Monsanto [MON
Loading...
()
], Agrium [AGU
Loading...
()
], CF Industries Holdings [CF
Loading...
()
], Compass Minerals [CMP
Loading...
()
], Mosaic [MOS
Loading...
()
] and Potash [POT
Loading...
()
].
Diamonds in the Rough
"Consol [CNX
Loading...
()
] is tied into the coal story...Today, we've seen countries like Vietnam talk about stopping exports of coal; India's power plants are very short of coal and getting worse, and China, as you know, has inventory problems as well."
- David Khani, Friedman, Billings, Ramsey
Khani also likes: URS [URS
Loading...
()
], Cephalon [CEPH
Loading...
()
] and Core Laboratories [CLB
Loading...
()
].






