CNBC Stock Blog
- 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
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
MOST SHARED
- Kuoni CEO Sees Recovery in Travel Sector
- US Markets Bracing for Selloff On Worries About Dubai's Debt
- Gold Retreats from Record High as Dollar Rebounds
- China Unveils Carbon Target Ahead of Copenhagen
- UK's Darling to Downgrade 2009 Growth Forecast
- No Thanksgiving Rest for Retailers in Sales Race
- Great Britain, No Longer That Great: Investor
- Dubai Struggles to Ease Debt Fears; Investors Rattled
- Attraction of Switzerland to Businesses
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Revenge of the Gangsta Nerds
- Will TCU See The "Flutie Effect?"
- Retail Earnings and Sales to Improve in Q4: Analyst
- Consumers Catching the Holiday Spirit
- It's Beginning To Look A Lot More Riskless
- Crescenzi: Claims Level Suggests End to Job Losses
- Hedge Funds Take Early Lead in Warren Buffett's 'Big Bet'
- US Markets Bracing for Selloff on Dubai Debt Worries
- US Dollar Falls to 14-Year Low Against the Yen
- ING Prices Share Issue at Hefty Discount
- No Thanksgiving Rest for Retailers in Sales Race
- UK's Darling to Downgrade 2009 Growth Forecast
- US Companies Already Moving on Curbing Emissions
- Fannie Mae to Tighten Lending Standards: Report
- Investing in Good Karma – and Making a Profit
- Retailers Should Believe in Christmas Miracles
RSS FEED
Text Size 
CNBC News Associate
David Sowerby, chief market analyst at Loomis Sayles, and Dean Barber, founder and CIO of Barber Financial Group, shared their investment strategies.
“I think it’s still a terrific environment on a micro-basis to buy companies at 6 to 7 times cash flow,” Sowerby told CNBC.
“The average stock is up 48 percent from the lows and we’ll probably get a pit stop here. But we’ve only retraced 25 percent of the original bear market. And valuations are quite compelling.” (Watch the video for the full interview.)
He said he likes the consumer, technology and small cap names, and “pockets of industrials."
“I think that’s still the right play when I look out over the next 9 to 12 months,” he said.
In the meantime, Barber warned investors about getting too bullish on the market rally.
“To think that we could be as bullish today in the markets as we were in October of 2007 is just crazy, when you’ve got all the things that have happened [in the economy],” said Barber.
Despite their differences, Sowerby and Barber each offered ideas on the best places to invest.
Recommendations:
Sowerby Likes:
CBRL Group [CBRL
Loading...
()
]
Perrigo [PRGO
Loading...
()
]
Cisco Systems [CSCO
Loading...
()
]
Barber Likes:
S&P Health Care
S&P Technology
S&P Financial
Barber Dislikes:
S&P Retail
S&P Consumer Discretionary
Disclosures:
No disclosure information was available for Sowerby, Barber or their companies.
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes