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CNBC asked the market experts for their best stock picks now. Here's a sampling of their suggestions.
Betting on Solar Energy
"JA Solar [JASO
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] and Yingli Green [YGE
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] both have terrific management teams; they've executed extraordinarily well; they've got good access to polysilicon...
"As prices stay high, that helps them; as they come down, they'll be able to cut price to compete against some of the other, big-name companies, and still keep their margins high."
Gerald Jordan, Jordan Opportunity Fund Portfolio Manager
Jordan also likes: Schlumberger [SLB
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] and Weatherford International [WFT
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]
(Contd.)
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Trade with CNBC's Experts: |
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Looking for Growth Overseas
“A company like McDonald's [MCD
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] for example, a company like IGT [IGT
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], which has U.S. revenues, they’re U.S. companies, but they have a strong, strong global presence, and a huge expansion plan…They [IGT] are going to take advantage of what’s happening in terms of the expansion of gaming around the world. McDonald’s has huge expansion plans in China.”
Michael Yoshikami, YCMNET Advisors
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