- Retail Earnings in Focus Ahead of Shopping Season
- Apple Surpasses Nokia as Top Handset Maker by Profit
- In This Relay-Race Market, Who Gets Baton Next?
- Workers Staying Put at Their Jobs as Jobless Surges
- Three Things the US Can Do To Stop the Dollar's Decline
- Toll Brothers: More Contracts Signed, but Sales Down
- Ponzi Proceeds: Bidding on Madoff's Toys
- Bear Stearn Fund Managers Not Guilty on All Counts
- Commodity ETFs: Returns May Not Match Expectations
- Beware of 'Trampling Effect' When Market Tops: Manager
- Gold Heading to $1150: Art Hogan
- Starbucks Brews Up Growth
- Farr: An Extended Period—No Fat Lady in Sight
- More Upside if S&P Passes This Number: Market Pro
- Murdoch Lashes Out At Google
- Fighting The Flu Vaccine Critics
- Nov. 10: Unusual Volume Leaders
- Shadow Inventory Dwarfs Loan Mods
MOST SHARED
- Herbalife Vs. Hedge Funds
- Apple Surpasses Nokia as Top Cellphone Maker by Profits
- Gold Heading to $1150: Art Hogan
- Cramer Jeers J&J, Applauds Abbott
- Adobe Cuts 680 Jobs, to Take Charge
- Toll Brothers: More Contracts Signed, but Sales Down
- JPMorgan Chase to Hire 1,200 Mortgage Officers
- US Becomes Top Country Brand Under Obama: Survey
- SingTel Posts Higher Quarterly Profit, Cautious on Growth
As stock markets across the world bounce around with each twist and turn of the plan for a $700 billion bailout package for U.S. financial companies, global experts are recommending that investors add more diversification to their portfolios.
![]() |
Investors should be fully diversified to include exposure to real estate and hedge funds, say Joe Terranova, chief alternative strategist at Virtus Investment Partners and Diane Garnick, investment strategist at Invesco.
Time To Clean Out the Garbage
If we get a rally out of this market, you have a chance to clean up your portfolio, says Dan Genter, RNC Genter Capital Management. He recommends investors look at consumer stocks, energy companies, healthcare companies and others that are going to gain no matter who wins the election. Companies like Chesapeake [CSK
Loading...
()
], Diamond Offshore [DO
Loading...
()
] and Teva [TEVA
Loading...
()
]. Companies that have been “knighted to be consolidators,” like Bank of America [BAC
Loading...
()
] and JPMorgan [JPM
Loading...
()
] are also a good option.
Cox a Problem, GE a Bargain?
Christopher Cox is very unsophisticated and the wrong man for the job, says Mad Money's Jim Cramer. Just the same, he adds, the SEC's discussion about reinstating the uptick rule is right on. “We gotta stop with this false nature of banning the shorts,” he says. “Welcome the shorts, the shorts have been dead right.”
As for Buffett's $3 billion move into GE [GE
Loading...
()
], Cramer says this may well be investors' last chance to buy GE cheaply.
IBM [IBM
Loading...
()
], on the other hand, is caught in the web of companies that think they need financing and nobody trusts anybody that needs financing right now.
Head for Dividends
In troubled times, cyclical stocks still offer value on the short side, and stay close to stocks with high dividend yields and strong cashflow on the long side, advises David Chon, founding partner at Atlas Capital Management.
Gold at $1,500 in 2 Years
Aaron Smith, managing director at Superfund Financial, sees gold as a good bet as he believes it will rise to $1000 an ounce by year-end, and $1500 in two, three years' time.
Safe-Haven Plays in Bonds
Investors looking for long-term safe-havens should buy supranational bonds like the World Bank and people looking for pure corporate debt should steer clear of financials, Marc Ostwald from Monument Securities, told CNBC Wednesday.
- Vote and suggest your own, and remember--there's a fine line between a hero and a zero.
- If you are lucky enough to have money and the time, this is a great time to see America, says CNBC's Jane Wells.
- What’s powering your microwave, fridge and computer? Part of it is fuel from Russian nuclear weapons. The NYT reports.
- One author sees lessons for you in Disney’s recent Makeover of Mickey Mouse: “Nice” doesn’t always win.
- With 123 years of history, slogans and commercials, Coca-Cola is the most recognized brand on earth.
- The opening of a virtual pet store in “World of Warcraft” could prove a cash bonanza for Activision-Blizzard.












