Stocks CNBC Stock Blog


  Friday, 22 Aug 2008 | 7:51 AM ET

Buy Big Caps or Growth Plays in Oil Sector?

The oil sector offers attractive investment opportunities, strategists told CNBC Friday. But both disagreed over whether established oil majors like BP or growth stocks like Suncor were the best way to play the sector.

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  Friday, 22 Aug 2008 | 7:06 AM ET

Making Cash in Asian Banks

The Asian banking sector is the place to put your money at the moment, two fund managers told CNBC Friday.

Minho Roth, co-founder and fund manager of FiveT Capital is bullish on well-capitalized banks like commercial Korean bank, Kookmin.

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  Thursday, 21 Aug 2008 | 2:33 PM ET

Video: Morningstar Anti-Recession Funds

Wenli Tan, Morningstar mutual fund analyst, says playing funds is safer than playing stock directly -- and just might be the way to beat a bear market.

Tan offered her top names to CNBC.

Some funds mentioned:

- BlackRock Global Allocation Fund:
plays on various BlackRock strategies.

- Pimco All-Asset:
a "fund of funds," strictly invests in other Pimco-managed assets.

- Hussman Strategic Growth



Disclosure information was not available for Tan or her company.


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  Thursday, 21 Aug 2008 | 11:20 AM ET

Global Tobacco Stocks Sizzle

Posted By: JeeYeon Park

International tobacco is the way to go for investors who want to keep their money safe in this volatile economy, says Charles Norton, co-portfolio manager at Vice Fund.

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  Thursday, 21 Aug 2008 | 11:02 AM ET

Defense & Energy Stocks in Vogue

Posted By: Brooke Sopelsa,|Writer/Producer

Ronald Weiner, president and CEO of the RDM Financial Group, says his two favorite stock picks are in the defense and energy sectors.

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  Thursday, 21 Aug 2008 | 9:07 AM ET

Analysts Upbeat on Back-To-School Stocks

Posted By: JeeYeon Park

Trace Urdan, managing director at Signal Hill, and Dana Telsey, founder and retail analyst at Telsey Advisory Group, said that despite the slowdown in most back-to-school stocks, some sectors are looking bullish.

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  Thursday, 21 Aug 2008 | 8:30 AM ET

Options Take Action on Banks and Amylin

The options market continues to boil on the outlook for the financial sector and market volatility in general, according to Rebecca Darst of Interactive Brokers. And one pharamceutical company is drawing attention as well.

Options traders are "looking for downside from current levels," she said Thursday morning on CNBC. There has been specific action on Merrill Lynch , Bank of America , and Well Fargo , she said. (See video for her full comments).

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  Wednesday, 20 Aug 2008 | 3:20 PM ET

Economist Likes Chip & Multimedia Stocks

Posted By: JeeYeon Park

Geert-Jan Nikken at Rabobank said investors should look into buying shares in European semiconductors and multimedia companies.


ASML -- “If you take a look at the stock from a technical perspective, I think there’s still more upside room for the stock.”

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  Wednesday, 20 Aug 2008 | 1:32 PM ET

Water Stocks Help You Stay Afloat

Posted By: JeeYeon Park

Michael Gaugler, senior vice president at Brean Murray, Carret & Co., and Neil Berlant, portfolio manager at PFW Water Fund said investing in water manufacturing and pipeline company stocks are the way to go.

Investment Views:

“We’re typically looking for the technology and infrastructure plays,” said Gaugler.

"I look at water a bit more globally," said Berlant.

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  Wednesday, 20 Aug 2008 | 12:45 PM ET

Prescriptions for Your Portfolio

Posted By: Brooke Sopelsa,|Writer/Producer

Scott Richter, portfolio manager of the Fifth Third Disciplined Fund, has two prescriptions for investors’ portfolios.

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About CNBC Stock Blog

  • The CNBC Stock Blog is a cross-section of expert opinions and insights from our TV and Web site coverage. This blog includes posts written by and about top analysts and strategists, super-investors and CNBC's own market mavens. You'll find stock picks, news about publicly-traded companies, commodities, hot sectors, ETFs and the latest options action.