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- Fed's Kohn Sees No Asset Bubbles Building in US
- Obama in China Grapples with Economic Strains
- Buffett's Berkshire Hathaway Boosts Stake in Wal-Mart
- Time Warner to Spin Off AOL on December 9
- Gates Boosts Waste Management, Coca Cola Stakes
- What's Kept Stock Rally Going? Fear, Not Confidence
- Citi Shares, A Strange Indicator Of Unemployment?
- Millions Could Have to Repay Part of Obama's Tax Credit
- US Cities With Most Underwater Mortgages
- Answers to Your Questions: A Path to Economic Disaster?
- 5 Ways to Play the Chinese Markets: Analyst
- Meredith Whitney: Turns Bearish
- 3 Stock Plays on Rising College Costs
- Warren Buffett's Berkshire Hathaway Almost Doubles Wal-Mart Holdings During Summer
- Nov. 16: Unusual Volume Leaders
- Getting to the Heart of the Merck-Abbott Embargo Break
- What MGM's Sale Could Say About Value of Content
- My Ratings on Lowe's & Home Depot: Analyst
MOST SHARED
- Stocks Overvalued, Recession Will Return: Meredith Whitney
- Has Twitter's Finest Hours (Seconds) Come and Gone?
- BofA Ex-Counsel: I Was 'Stunned' When I Got Fired
- U.S. May Wind Up Green With Envy
- CNBC Video: Warren Buffett & Bill Gates - Keeping American Great
- Solar Emerges From A Dark Period
- Stanford Receiver to Release Funds Of Frozen Acounts
- Snoop Dogg Talks Biz
- Millions May Have to Repay Part of Obama Tax Credit
- Oil Tomorrow
What should investors be looking at? Here's what guests on CNBC are recommending today ....
Betting on Auto Parts
"The drop-off in new car sales means that older cars are driving around. Older cars are out on the road and, anybody who has an older car knows you need to maintain that. That’s gonna be very positive for auto part makers, specifically for auto part retailers, specifically AAP [Advance Auto Parts] [AAP
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]… They’ve got new management in place, which is really energizing the company."
David Lutz, Stifel Nicolaus managing director
Investing in Homebuilders
“There are a couple names that we like: Centex [CTX
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] or Ryland [RYL
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]… Names that have less land; they’re going to have less impairments and they’re better positioned to pick up cheap land when it does come on the market… There are certainly some you can buy despite the weakness we’re seeing today.”
David Golberg, UBS analyst
(Contd.)
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Investing? Bookmark this:
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Out-of-Favor Buys
“AIG [AIG
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], like many of the credit-sensitive financials, has really taken a tumble this year, down more than 50 percent year-to-date. Our fund has been avoiding the financials after the early part of 2007…we’re just starting to dip our toe back in, and AIG (is a) wonderful company, great global franchise, selling at 60 percent of book in the mid-20s where we picked it up recently.”
Marian Kessler, Becker Capital Management Co-Portfolio Manager
Kessler also likes: Amgen [AMGN
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] and Zimmer Holdings [BR
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]
Tech & Homebuilder Plays
"Two tech companies I like, very different companies. Broadridge (Financial Solutions) [BR
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], which is a higher-quality, less-sexy tech name; they do securities processing...(and) Apple [AAPL
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], a much better-known name."
David Sowerby, Loomis Sayles & Co. Portfolio Manager
Sowerby also likes: Pulte Homes [PHM
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]
Profiting From Power Upgrades
"The one pure-play transmission company is ITC Holdings [ITC
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]...They own nothing but transmission lines, own, operate, and build them, and also stand to benefit very well from that. The Energy Policy Act of 2005 put together a number of incentives for transmission investment...that allow a company like ITC to benefit very significantly."
Andrew Smith, JPMorgan Utilities Analyst
Smith also likes: Entergy [ETR
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] and Dynegy [DYN
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].
- Where, what, how.
- CNBC's Jim Goldman asks: Has the sun begun to set on Twitter? Data suggests its best days are over.
- Everyone wanted a piece of Madoff's "Bullship"--the famous buoy sold for $7,500 at auction. You won't believe these prices.
- De Loach Vineyards is selling its pinot noir the old fashioned way, helping to cut energy and transportation costs.
- Why are the Chinese concerned about the progress of U.S. health care legislation?
- CNBC's Maria Bartiromo talks to rapper Snoop Dogg about brand identity in both business and music.












