CNBC Stock Blog
- 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
- 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
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Ritz-Carlton ?Struggling? in the US: President
- Oil Price to Average $75.40 in 2010: Poll
- Half of Banks' Losses May Still Be Hidden: IMF Head
- Obama Reiterates Commitment to Boost US-India Ties
- NBA D-League On The Rise
- Americans Ditch Planes for Trains this Thanksgiving
- Jobless Claims Below 500,000, Durable Orders Slip
- Citi Mortgage Reveals What Treasury Won't
- Topless Business Is Taking Off
- 3 Software Stock Picks from Lazard's Senior Analyst
- Schork Oil Outlook: Gas Bulls Pinning Hopes on Mother Nature
- Toyota Makes Recall Fix And So Long Saab
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
- 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
- Consumer Mood Improves, But Anxiety Over Finances
- Jobless Claims Below 500,000, Durable Orders Slip
- AIG Board OKs CEO Pay; Benmosche Agrees to Stay
- Half of Banks' Losses May Still Be Hidden: IMF Head
- Garlic Price Rises Surpass Gold, Stocks in China
- Americans Ditch Planes for Trains this Thanksgiving
- Oil Price to Average $75.40 in 2010: Poll
- FDIC's Bair Cautions on Risks in Bank Break-Up Plan
- Call Me Crazy: Confessions of a Black Friday Shopper
RSS FEED
Text Size 
CNBC News Associate
The technology sector has outperformed the retailers this year by almost 20 percent. Is there still upside potential or should investors start looking elsewhere? Rob Enderle, principal analyst of Enderle Group, and Patricia Edwards, CIO of Storehouse Partners, shared their investment strategies.
“Tech’s looking pretty strong,” Enderle told CNBC.
“And as good as tech’s been, it’s likely to get better as we get into the fourth quarter because there’s so much money pointed at it… The consumers are looking fairly strong and the incentives to come back and buy are good.” (Read below for his full stock picks.)
CNBC Data Pages:
In the meantime, Edwards said although retail is a tough space, consumers are still likely to spend money.
“The consumer is hurting, but the consumer is still going to spend,” she said. “And they’re going to spend in some interesting ways.”
Enderle Likes:
Best Buy [BBY
Loading...
()
]
Apple [AAPL
Loading...
()
]
Edwards Likes:
Home Shopping Network [HSNI
Loading...
()
]
Big Lots [BIG
Loading...
()
]
Wal-Mart [WMT
Loading...
()
]
Kohl’s [KSS
Loading...
()
]
Apple
More Market Intelligence:
______________________________
Disclosure:
Edwards personally owns shares of Wal-Mart and some of her clients own shares of Apple.
Enderle does not own shares of Best Buy.
______________________________
CNBC Slideshows:
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes