- Holland's Bear Advice: Buy the Survivors

- Analyst Picks: Three Resilient Retailers

- Ford Options Rev on Possible Volvo Deal
- BlackRock's Doll: Win With Last Week's Laggards

- Lucky 13? Bakers' Dozen Stock Picks

- Stock Picker: Time To Buy Value (Pt. 2)

- Stock Picker: Time To Buy Value (Pt. 1)

- Luxury Tech Stocks at Knock-Off Prices
- Options Action: Traders Bet on Potash
- Travel Stocks as a Value Play
- Holland's Bear Advice: Buy the Survivors
- Cramer's Outrage: Paulson & Bernanke
- Lightning Round: Genzyme, Goldman Sachs, U.S. Steel and More
- Lightning Round OT: Verizon, Kroger, Novartis and More
- Executive Decision: Foster Wheeler CEO Ray Milchovich
- Cavs Owner Doesn't Mind Buzz Over James
- Trading Obama's Stimulus Plan
- What Bailouts?
- Your First Move For Tuesday December 2nd
- Web Extra: Fast & Furious Trades For Tuesday
- China Eyes Consumer Boost, May Aim 8% 2009 Growth
- Australia Retail Sales Rise No Bar to Sharp Rate Cut
- Asian Markets Fall on Flaring Economic Worries
- Beyond Rate Cuts: Other Fed Tools Against Downturn
- Paulson's Speech on the Economy and Financial System
- Paulson: US Weighs Other Uses for the Bailout Fund
- House Democrats May Seek $500 Billion Stimulus
- Bernanke's Speech to the Austin Chamber of Commerce
- Bernanke Asserts Rate Cuts Alone Won't Cure Economy
What stocks are going to be left standing after the current crisis has run its course? Paul Kedrosky of Ten Asset Management believes it will be companies that handle financial risk and tranparency well.
"The CME [CME
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]has really laid out a nice path forward," he said Monday on CNBC. He thinks they will be a player in moves to bring greater transparency to financial instruments like credit default swaps.
Riskmetrics [RMG
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] and Factset Research Systems [FDS
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] will also be beneficiaries, Kedrosky said. (See his full comments in the video)
"Even though we'd like to say in the future only thing we're going to do to manage risk is just cut leverage that's just not realistic. It's going to happen for sure we'll go along with much lower leverage but we're also going to continue use risk models and we're going to go to the providers of risk models that do the most credible job of giving us data that tell us what our real risks are and right now that's probably Riskmetrics and Factset."
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Disclosure information on Kedrosky was not immediately available.



