Using data from Kensho, CNBC Pro ran a study to find the areas of the market that tend to perform best during times when the dollar weakened.» Read More
Las Vegas Sands just announced new cutbacks and 11,000 layoffs, but the beaten-down casino operator may finally be ready for a bounce. We see more than 22,000 calls trading against 5,000 puts in LVS. The call activity already exceeds yesterday's action...
"Earnings are cheap," CastleArk Management's Jerry Castellini told CNBC. "Why not take advantage of it?"
Maria Bartiromo discusses Wednesday's top business and financial stories, and looks ahead to tomorrow.
David Sowerby of Loomis Sayles says the market is close to a bottom, and investors in stocks should "be bold." He offered CNBC his top three stock picks.
The pessimistic forecast from Best Buy this morning, which sent its shares tumbling in pre-market trading, was foreshadowed by some heavy options activity: Last Thursday we noted that OptionMonster's Heat Seeker system showed that some 22,000 puts had changed hands in the electronics retailer...
Even in a down market, there are stocks that buck the trend.
Healthcare reform may take longer than its proponents had hoped, but it's coming, and Arthur Henderson of Jefferies has pinpointed some stocks that stand to gain traction.
Where does a five-star fund manager look for opportunity in a down market? Jerry Jordan of the Jordan Opportunity Fund focuses on energy.
Pessimists look at the market and see the glass more than half empty. Jeff Auxier of Auxier Asset Management sees quality stocks selling at fire-sale prices.
The faltering economy makes fixed-income investments look mighty tempting, but Jeff Layman of BKD Wealth Advisors is advising investors not to overlook badly-battered blue-chip stocks.
It sounds like the ultimate in defensive investing: Buying the stocks of defense contractors.
Ladenburg Thalmann's Nancy Hull has found a business that hasn't been badly bitten by the recession. It's the business of pet medications.
"Buy the dips"? Not according to Michael Yoshikami, who says investors need to buy companies with "sustainable businesses," which sell "very boring things," that are well managed and that have good cash flow.
Peter Andersen has a succinct theme for his stock market choices in this fragile market: Tobacco, cans and bottles. The Congress Asset Management portfolio manager offered three stock picks.
Now is the time for long-term investors to jump in and build a portfolio of recognizable, brand-name companies, Robert Pavlik Chief Investment Officer Oaktree Asset Management told CNBC.
Stuart Frankel's Steve Grasso buys what's been working. "People are looking at this market as, 'What's gotten beaten down? Let's buy those bargains. But I'm looking at it as, 'What has worked, in this horrendous landscape for stocks?'
For investors, the phrase "holiday shopping" takes on new meaning this year. JPMorgan's Brian Tunick names some retail stocks that might bring holiday cheer.
Holiday shopping looks bleak for U.S. department stores, but there will be some exceptions, says David Strasser of Banc of America Securities.
Scotsman Capital's Charles Crane is buying companies he thinks will deliver earnings growth next year — even if overall S&P 500 earnings drop 20% or more. That takes Crane into a variety of sectors.
Paul McCulley, managing director of Pimco, told CNBC he likes the "new union" of government and the market. But he also had a caveat for investors.