Apple shares had a good week, but the stock is still down sharply from where it was trading a few months ago. Apple bull, Brian White of Topeka Capital Markets said the selling is overdone.
"If you look at the valuation here, you look at the cash balance, look at the product portfolio, this is insanely insane," White said of the selling. "It does not make any sense."
Samsung, which have surged almost 35 percent since the start of the year, hit an an all-time high last week boosted by expectations that its smartphone business will continue to drive strong profit growth.
Unlike Apple, Samsung is competitively placed to gain further market share in the global smartphone market, said Daniel Kim, analyst at Macquarie Securities.
An increase in cyberattacks could mean more spending on cyber security, according to Daniel Ives, senior analyst at FBR Capital Markets. That may mean better sales for companies including Fortinet and Palo Alto Networks.
While both Home Depot and Lowe's have had impressive runs over the past 12 months, Budd Bugatch, a managing director at Raymond James, has turned "neutral" on the home improvement retailers.
"They're both terrific companies, but the market is already granting a lot of that improvement in the stock price in our view," he said.
Investor Mario Gabelli also highlighted a number of small-cap values this week, including alcoholic beverage company Beam and dental, veterinary and rehabilitation supply company Patterson . Both could be takeover targets, he suggested.
—By CNBC.com's Justin Menza
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