- 3 Safe Investments That Let You ‘Sleep Better:’ Strategist
- Beware of 'Trampling Effect' When Market Tops: Manager
- Gold Heading to $1150: Art Hogan
- More Upside if S&P Passes This Number: Market Pro
- Playing Activision and Other Video Game Stocks: Analyst
- Expect 'At Least' Another 10-15% Upside: Fund Manager
- Why are Options Bullish on This Smartphone Maker?
- Why are Traders Bullish on This Food Company?
- Profiting From Natural Gas: Strategists
- 3 Hot Mid-Cap Stock Picks: Portfolio Manager
MOST SHARED
- AIG CEO Ready to Quit over Pay Constraints: Report
- Herbalife Vs. Hedge Funds
- Apple Surpasses Nokia as Top Cellphone Maker by Profits
- Bring on Tougher Regulation: S&P Owner
- China Factory Output Leaps to 19-Month Highs
- Brazil's Largest Cities Hit by Blackout
- Cramer Jeers J&J, Applauds Abbott
- American Airlines, TPG May Invest in Struggling JAL
- 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
- China Hints at Yuan's Departure From Dollar Peg
- AIG CEO Ready to Quit over Pay Constraints: Report
- Pay Caps Make it Hard for GM to Hire Execs: Whitacre
- Unemployment May Cause Loan Defaults in US: Zoellick
- US Recovery to be Weak, Erratic: Top Fed Officials
- BoE Open to More Stimulus; Says Inflation to Ease
- Bring on Tougher Regulation: S&P Owner
- Retail Earnings in Focus Ahead of Shopping Season
- Ponzi Proceeds: Bidding on Madoff's Toys
RSS FEED
CNBC Stock Blog
Text Size 
Some people look at stock prices and ask, "Why?" Soleil Securities chief investment officer Vince Farrell looks at stock prices and asks, "Why not?" Where some see casualties, Farrell sees bargains.
Recommendations:
One stock he particularly likes is cable operator Comcast [CMCSA
Loading...
()
].
"They have a lot of free cash flow, a $7 billion repurchase, and it fits into the idea that a cautious consumer is going to retrench a little bit, stay at home more," said Farrell, a frequent CNBC contributor. "Only 5 percent of their revenues come from advertising, which I want to avoid."
That's also what appeals to him about Verizon [VZ
Loading...
()
].
"Verizon just raised the dividend a week ago," he said. "It yields over 7 percent; they're going to finance, easily, the Alltel acquisition, and they trade at less than 10 times earnings."
Retailer Macy's [M
Loading...
()
] appeals to Farrell — because of its real estate holdings.
"Macy's owns half of their 850 stores, and if you put a modest value on it, at $100 a square foot, it's worth over $8 billion," he explained, adding, "The company has almost a 5 percent dividend yield."
Farrell also likes miner Alcoa [AA
Loading...
()
].
Disclosures:
Disclosure information for Vince Farrell was not immediately available.
Data is a real-time snapshot *Data is delayed at least 15 minutes