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Emerging markets will be the drivers of global growth, said Justin Leverenz, portfolio manager at Oppenheimer Developing Markets. He offers three stock picks to play the trend.
Mark Johnson sees recent pullbacks in the price of gold as a golden opportunity for investors. "Because of the currency issues, and, eventually, inflation, gold will eventually rally," the portfolio manager of the USAA Precious Metals and Minerals Fund told CNBC.
Brent Wilsey is one of countless market-watchers who expect the earnings season to be a rough one, but the president of Wilsey Asset Management is not one to overlook the price tags on the stocks of the companies involved. "Stocks are beaten down way more than they should be," he told CNBC. "This is a great opportunity to be buying these companies at these prices."
Barry James calls himself "a bear with a bull mask on." The president of James Advantage Funds believes the market has bottomed, and the time is right for investors to get back into the stock market. He also thinks the rally will continue...
At the five-star ICON Energy Fund, Derek Rollingson keeps in close touch with the news. It's part of his strategy for picking stocks that has helped the fund earn nearly 10 percent over the last five years.
Stock and options traders are piling into Biogen Idec on speculation that the drug maker could be a takeover target. About 75,000 options contracts traded on the name, more than 10 times the average over the last 20 session...
CNBC reporter and Trader Talk blogger Bob Pisani reports again from the New York Stock Exchange, noonday Tuesday. Pisani says "Wall Street" is watching financials with a keen eye, as earnings season gets underway. He reports that traders believe credit will continue to deteriorate through the second and third quarter.
SKBA Capital Management's Andy Bischel works in San Francisco, with a view across the bay, but he'd really rather check out the view across the valley. "The earnings numbers are not going to be good," he said of the first-quarter results that are about to flow. "We still think that there are opportunities to be buying." Interestingly, he finds one of those opportunities in one of the biggest names of all.
Bob Auer of the Auer Growth Fund has some definite standards for choosing stocks. He gets a chance to use them every earnings season — and this tough time is no exception.
CNBC's Bob Pisani reported from the New York Stock Exchange Tuesday. He says the trader buzz is focused on earnings season, which begins today with Alcoa. Pisani discusses economic bellwether Baltic Exchange Dry Index, Royal Bank of Scotland Humana, Coventry, and UnitedHealth.
"The train, coming out of the station, starts very slowly, and then it builds up momentum," GAMCO's Mario Gabelli told CNBC. As the economy rebuilds from the rubble, dealmaking will be very slow for a time, but the investment legend sees big things ahead.
Ford rose 16 percent yesterday after reducing its debt by $10 billion and had plenty of options activity along the way.
Green ETFs have been challenged ever since oil retreated off its record highs last July. The long-accepted feeling has been that as oil prices rise, so does interest in alternative energy. But there are some signs that this could be changing.
Options activity in Textron is crazy busy Monday, as shares surge in heavy volume amid takeover rumors. Shares of the aircraft maker bottomed at $4 or so in early March, but are up more than 9 percent on merger talk...
Shares of International Game Technology spiked Friday with heavy options activity and gained even more in after-hours trading.
Cubist Pharmaceuticals is up more than 12 percent today with heavy options activity amid rumors that the company will be bought by Swiss drug giant Novartis.
For the first time in what seems like forever, options trading is showing strong signs of interest in financial companies, and some long-awaited takeover talk in telecom.
Fifth Third Asset Management's Mary Jane Matts looks back on a dramatic week for stocks, and still finds some bargains for investors. "When you consider that the S&P is trading about eleven times normalized earnings, the stock market is attractive here," she told CNBC. "I don't think you have to over-think it."
A leading Chinese exchange traded fund is on the rise, and traders are bullish on its options as well.
Despite the continuing market rally, Rob Morgan of Clermont Wealth Strategies suggested that investors still remain cautious.