CNBC Stock Blog
- Why You Should Play the Reflation Trade: Stock Picker
- S&P to Hit 1,200 by Year-End: Chief Investor
- 5 Big Bank Stocks Investors Should Consider: Strategists
- My 2010 Home Price Outlook: UBS Analyst
- Why Are Options Piling into Dollar Tree?
- Markets Can Rise 5-10% in the Near-Term: Strategist
- Buy These 'Competitively Positioned' Stocks: Portfolio Manager
- 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
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- CNBC Anchor Takes a Sabbatical
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- NBA D-League On The Rise
- Privately Held Facebook Creates Dual-Class Stock
- On Twitter, Beware False Prophets
- Boeing, Duke Energy Win Smart Grid Stimulus Grants
- Madoff—The Holiday Drink
- Nov. 24: Unusual Volume Leaders
- Citi Mortgage Reveals What Treasury Won't
- Citi Mortgage Reveals What Treasury Won't
- S&P to Hit 1,200 by Year-End: Chief Investor
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Facebook's Biggest-Ever Holiday Shopping Season
- Facebook's New Dual Class Structure - Slow Steps to an IPO
- 5 Big Bank Stocks Investors Should Consider: Strategists
- Gambling Drunk, Texting to Live And America's On Sale - Your Emails
- Nov. 24: Unusual Volume Leaders
- NBA D-League On The Rise
- Call Me Crazy: Confessions of a Black Friday Shopper
- US Firms Hit by Payroll Taxes at Exactly the Wrong Time
- Citi Mortgage Reveals Something the US Treasury Won't
- Fed Sanguine About US Recovery, Worried on Jobs
- Amended Berkshire Filing Reveals No 'Secret' Holdings
- In Time for Holidays: More Gloom and Doom on Economy
- Market Pros Reveal Top Black Friday Trades
- Holiday Guide to This Season's Smartphones
- Turkey Day 101: How Well Do You Know Your Bird?
RSS FEED
Text Size 
CNBC News Associate
Going forward, we need to think about the reflation trade, said Art Hogan, managing director at Jeffries.
“We’re 40 percent off our lows but we’re still 40 percent down from our highs of 2007 — so we’ve traced the move at about 50 percent,” Hogan told CNBC.
“Going forth, there’s at least another 10 percent to run.”
Hogan said he expects the dollar to fall while commodities strengthen and said companies that are levered to inflation are going to continue performing well.
Recommendations:
Hogan's Picks
Materials
Energy
Early Cycle Industrials
Technology
Hogan's Pans
Financials—“I don’t think financials can lead us for the next 12 weeks,” he said.
________________________
Counterpoint:
________________________
Commercial Real Estate — It's the "one thing that can roll everything over. If we see a major lag in the economy and credit because of commercial real estate — it’s going to be the 800-pound gorilla that’s been in the room for a while. It doesn’t get much conversation and doesn’t get much sponsorship or relief from either the Treasury or the Fed."
"It could be the ticking time bomb,” Hogan said.
Disclosure:
No immediate information was available for Hogan or his firm.
______________________________
______________________________
Top Energy Companies:
Allegheny Energy [AYE
Loading...
()
]
American Electric Power [AEP
Loading...
()
]
Duke Energy [DUK
Loading...
()
]
Constellation Energy [CEG
Loading...
()
]
Progress Energy [PGN
Loading...
()
]
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes