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Best Trades Now: Apple, Regional Banks & More

Natalie Erlich,|Writer/Producer
Tuesday, 9 Sep 2008 | 3:29 PM ET

As stocks slid following renewed worries about Lehman Brothers Tuesday, CNBC asked the experts where to put your money now.

Time to Buy Apple?
Whether now is the time to buy the multimedia giant, with Vince Farrell, Soleil Securities; Peter Misek, Canaccord Adams and Gene Muster, Piper Jaffray

Apple’s Innovation

“Innovation is definitely not over for Apple . The phone market is ten times the size of the PC market and fives times the size of the MP3 market.”

- Mike Abramsky, RBC Capital Markets

Tussle Over Telecom
Market watchers weigh in on what to be wary of, with Jack Ablin, Harris Private Bank and Charlie Smith, Fort Pitt Capital Group

Dialing Into Telecom

“I believe that most families are going to be unwilling to give up their cell phones or Internet connections if things really get hairy in the economy. And I think the cash flow for Comcast , Verizon and AT&T are going to hold up pretty well.”

- Charlie Smith, Fort Pitt Capital Group

Opportunities in Financials
Whether the bailout of Fannie/Freddie will change the investment outlook for financials, with Collyn Gilbert, Stifel Nicolaus & Company, Inc. and Jeff Mortimer, Charles Schwab Investment Management

Betting On Regional Banks

“I think there’s plenty of opportunity with the volatility in the financial market that I’d be more inclined to bet on a specific bank than on the outcome of Fannie [Mae] and Freddie [Mae] .”

- Collyn Gilbert, Stifel Nicolaus & Co.

Fund Manager Picks
Investing in misunderstood stocks, with Jason Ronovech, Paradigm Value Fund and CNBC's Erin Burnett.

Gilbert likes: M&T Bank and People's United .

Bullish on Aspen

“What’s really interesting about Aspen [Technology] is they provide software and services to process industries, so all the major global oil and gas, chemical, pharmaceutical and engineering firms that build their plants buy Aspen’s products. Aspen has a very dominant market position. The company has a strong new product cycle and their customers are just flushed with cash right now.”

- Jason Ronovech, Paradigm Value Fund

Ronovech also recommends: Volcom Incorporated

More On Apple:

Is Apple Fatigue Hitting The Street?

Apple's Success Begets An Economy Of Its Own

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