CNBC Stock Blog
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- 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
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- 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
- Dubai's Debt Woes Signal New Era for Creditors
- US Treasury Wants Banks to Do More to Ease Mortgages
- Fed Audit Would Hurt Economic Prospects: Bernanke
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Stock Selloff May Bring Buying Opportunity
- Black Friday Sales Rise by 0.5%: ShopperTrak
- Longer Lines, Fuller Carts This Black Friday
- Big US Banks May Be Forced to Raise Capital: Bove
- Bank of America Amends Pay for Senior Executives
RSS FEED
CNBC News Associate
David Lutz, managing director at Stifel Nicolaus, and Jim Iuorio, director at TJM Institutional Services, weighed in on the best places to invest now.
Recommendations:
Lutz Likes:
Seagate Technology [STX
Loading...
()
]
Western Digital [WDC
Loading...
()
]
“These [microprocessor stocks] are continuing to make ground,” Lutz told CNBC. “The pricing pressures that they’ve been saying that will get deteriorated are only getting stronger, which is good. We’re also seeing some increase in demand.”
Foster Wheeler [FWLT
Loading...
()
] —“Crude’s momentum is straight up and [Foster Wheeler] is a good play off of that,” he said. “This company’s going to benefit from any movement in crude pricing.”
Iuorio Likes:
iShares MSCI Australia Index Fund [EWA
Loading...
()
] —“They’ve got a big exposure to China, a major trading partner,” Iuorio said of the ETF. “There’s a ton of stimulus in China and a ton of infrastructure plays. Plus, it also gives you exposure to commodities.”
Family Dollar [FDO
Loading...
()
] —“The consumer is scarred and scared,” he said. “In the last two months, Family Dollar shares have pulled back a little bit…As the days go on and the pullback gets steeper, people are going to rotate back into stocks like that.”
Disclosure:
No immediate information was available for Lutz or Iuorio.
______________________________
______________________________








