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Best Trades Now: Retail, Financials, Pharma & More

Brooke Sopelsa,|Video Producer
Monday, 28 Jul 2008 | 4:24 PM ET

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

Your Best Trades Now
The best value in large caps, with Mary Jane Matts, Fifth Third Asset Management managing director

Up Stocks in a Down Market

[On Forest Laboratories] "It's a statistically-cheap stock that's undervalued with a positive catalyst...The pipeline looks like we'll have some good catalysts later this year, with developments out of Phase III trials."

- Mary Jane Matts, Fifth Third Disciplined Large Cap Value Fund

Matts also likes: Viacom Class B.

Summer Strategy Session
Searching for market opportunities, with Larry Adam, Deutsche Bank Private Wealth Management; Tobias Levkovich, Citigroup and Whitney Tilson, T2 Partners

Stocks in Out-of-Favor Sectors

“We thought Target was a buy at $65. We certainly think it’s a buy at $45, where it is today…We like Berkshire Hathaway …As value guys we look at out-of-favor sectors, like financials, like retail, and try to find the babies that have been thrown out with the bathwater.”

- Whitney Tilson, T2 Partners
(Contd.)

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Investing? Stay up-to-date!

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Overseas Opportunities
Looking beyond the U.S. market for opportunities, with James Moffett, chairman of Scout Investment Advisors

Going Global: Coca-Cola HBC

“We like it [Coca-Cola HBC ], not just because it’s Greek, but it covers all of Eastern Europe… Central Europe. We find it a good backdoor way to invest in the growth in that area without having direct investments… The company’s stock is down... But, we think it’s a good value."

- James Moffett, Scout Investment Advisors

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FRX
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VIAB
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