Best Trades Now: Rails, Retail, Gold & More

Brooke Sopelsa,|Video Producer
Monday, 23 Jun 2008 | 4:38 PM ET

To give investors an edge, CNBC asked the experts for their best trades now.

Riding the Rails
An outlook on some smart railroad plays, with Lee Klaskow, of Longbow Research

Riding the Rails

"Our favorite name right now is Burlington Northern...Despite the...near-term headwinds...we still like its revenue mix: It has what we view as a more defensive revenue mix, that is, exposure to coal, ag(riculture), and intermodal."

- Lee Klaskow, Longbow Research Senior Transport Analyst

Klaskow also likes: Norfolk Southern

Time to Buy Financials?
A bull-bear debate on financials, with Nick Massey, Householder Group and Doug McKay, Boradleaf Partners

Retail Plays

"The retailers, the Harley Davidsons , the Nordstroms, they've pulled back...We're at a fulcrum in the markets...I think the consumer discretionary stocks will be some of the first to rally significantly off their lows."

- Doug MacKay, Broadleaf Partners

Your Best Trades Now
Five star picks for your portfolio, with Michael Cuggino, Permanent Portfolio Funds president/portfolio manager and CNBC's Dylan Ratigan

Glitches, Gold and Grub

"I'm still a believer in the worldwide growth story...I think copper and many commodities are still in high demand...Freeport, specifically, is very geographically diversified, and they've done a good job of making more efficient their extraction business."

Cuggino also likes: Mosaic and Symantec

- Michael Cuggino, Permanent Portfolio Funds Portfolio Manager

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