CNBC Stock Blog
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Why Amazon Rules Retail
- Wave of Debt Payments Facing US Government
- China Eastern to Complete Shanghai Air Buy by End '09
- Paul: Audit the Fed
- Gold Will Collapse Like Oil Did in 2008: Charts
- The Social Media Gaming Threat
- Prepare For Large Decline In Stocks, Next Year?
- JAL Slides to Record Low on Bankruptcy Jitters
- Nielsen Ratings Coming to Video Games
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- Weak Dollar Is Golden for Mining Companies
- How Many US Consumers Will Shop this Weekend?
- Tuesday's Heavy Dose of Data to Dictate 'Risk' Behavior
- World's Largest Share Issue Priced at Deep Discount
- GE Capital Losses May See Dramatic Fall: JP Morgan
- Obama says Boosting US Jobs is Top Priority
- Why the Dollar Will Likely Stay Weak for Some Time
- Playboy to Outsource Most Magazine Operations: Report
- General Motors to Cut up to 9,500 Jobs in Europe
RSS FEED
Text Size 
CNBC News Associate
David Lutz, managing director at Stiefel Nicolaus Capital Markets, and Jim Iuorio, director at TJM Institutional Services, weighed in on the best places to invest now.
Recommendations:
Lutz Likes:
Strayer Education [STRA
Loading...
()
]—“They’re less exposed to Washington, related risks and they have the best-perceived management by the street,” Lutz told CNBC.
Gap [GPS
Loading...
()
]—“The economic contraction is in place, with consumers seeking out lower prices,” he said. “Gap’s Old Navy division has excellent leverage: it’s a low cost provider of appealing apparel for the whole family.”
JCrew [JCG
Loading...
()
]
Iuorio Likes:
iShares MSCI Canada Index [EWC
Loading...
()
]—“They have a lot of exposure to commodities, a little bit of technologies and some banks,” said Iuorio.
Mosaic [MOS
Loading...
()
]—Iuorio said China has been stockpiling copper, iron ore and oil, and the next likely move is going to be agriculture commodities. “The fertilizer companies are going to be the ones that benefit,” he said.
Agrium [AGU
Loading...
()
]
Disclosure:
Lutz’s firm own shares and may be an investment banking client of STRA, GPS and JCG.
No immediate information was available for Iuorio.
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes