CNBC Stock Blog
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
- Art Cashin: Caution 'Growing' in Financials, Dividend Moves
- 3 Software Stock Picks from Lazard's Senior Analyst
MOST SHARED
- 8 Retailers that Gain During the Holidays
- Dubai Fallout Is a Correction, Not Another Crisis: El-Erian
- Finding the Holiday's Best Buys
- Banks Play Down Dubai Exposure, Investors Still Wary
- Get Paid Six Figures to Wear a T-Shirt?
- Dubai Spooks Investors But May Bring Buying Opportunity
- Is Super Bowl Halftime Act Too Old?
- Yen Hits 14-Year High on Dubai Woes; Dollar Gains
- Shoppers Hit Black Friday Sales; Budgets Pared
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- 8 Retailers that Gain During the Holidays
- Farrell: What's Different On This Black Friday
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Dubai Fallout Is a Correction, Not Another Crisis: El-Erian
- Dubai's Debt Woes Signal New Era for Creditors
- Banks With The Biggest Exposure to The UAE
- Some of Dubai World's Major Holdings Around Globe
- The World's Biggest Debtor Nations
- Commodities Hammered as Investors Flee to US Dollars
- Five Tips for Buying a Foreclosed Home
- Get Paid Six Figures to Wear a T-Shirt?
- Shoppers Hit Black Friday Sales; Budgets Pared
RSS FEED
Text Size 
CNBC News Associate
This is a strong rally — but not necessarily a bull market said Tobias Levkovich, chief U.S. equity strategist at Citi.
“That doesn’t mean we’re going back to old lows, but it does suggest that a new secular bull is probably not what we’re looking at,” Levkovich told CNBC.
“When you see big breaks in markets, it takes years before we see a new secular bull market. It doesn’t mean that we couldn’t see another 20 percent upside from here.” (See below for his sector recommendations.)
Levkovich said there are four key factors that have been signaling opportunity in the market:
1. Extraordinarily bad sentiment
2. Relatively attractive valuations
3. Volatility
4. Dramatically lowered earnings expectations
Levkovich Recommends:
Insurance
Diversified Financials
Capital Goods
Software and Services
Transportation
Disclosure:
No immediate information was available for Levkovich or his firm.
______________________________
______________________________
Top Insurance Companies:
Allstate [ALL
Loading...
()
]
Allianz [AZ
Loading...
()
]
Progressive [PGR
Loading...
()
]
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes