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As economies around the world struggle, it's best to stay in defensive areas like health care, according to Markus Ratz, fund manager at Lupus Alpha.
Kevin Divney, fund managing director, portfolio leader and CIO at Putnam Vista Fund & New Opportunities, shared his top oil equipment stocks -- despite the fear of a commodity bubble.
FMC Technologies -- produces machines that drill for oil through a sub-sea device. "Expected growth around 20-30%."
He also likes:
For the full interview and recommendations from other analysts, watch the video. (4 mins 35 secs)
Disclosure information was not immediately available for Kevin Divney or his company.
"The persistently high price of oil, the weaker dollar and the resurfacing credit crisis are driving up the price of precious metals, making them safe investments," said Jim Steel, chief commodities analyst for HSBC.
"There's a number of indicators that show investor risk-averse behavior is rising," he said, "and that, particularly, is a funnel into the precious metals."
Steel predicts gold prices in particular will continue to rise until the Fed responds more aggressively to inflation, or until oil prices cap. But even though gold and oil often move simultaneously, he cautioned investors not to draw too much of an analogy between the two.
"Directionally they do move together, but it's not necessarily a lock-step relationship," he said.
Disclosure information was not immediately available for Steel or his fund.
Paul Noglows, director of research at Lazard Capital Markets, shared his four stock picks with CNBC.
Activision -- Pending merger of Activision and Vivendi Games' Blizzard Games unit will be a “digital media powerhouse.”
Bare Escentuals –- Noglows expects a 25 percent revenue and earnings growth over the next two years.
Intuitive Surgical -- The company recently produced a robotic surgery device that will help patients spend less time in the hospital post-surgery. He says “We’re telling people to buy it now.”
Seaspan -- "Good dividend yield" about 8 percent, and the company is continuing to grow, he says. “Despite macroeconomic headwinds, [the shipping company] a winner.”
Disclosure information was not immediately available for Noglows or his fund.
Brent Wilsey, president of Wilsey Asset Management, offered CNBC his top five stock picks: companies that focus on beauty and health products.
Regis – Wilsey gives this company a "buy" rating. Regis owns and operates hair salons worldwide and is also a provider of hair restoration. Regis sales are up 5 percent year-over-year.
His other stock picks include:
USANA Health Sciences
Palomar Medical Tech
Life Time Fitness
Wilsey does not own shares in any of the companies mentioned above.
Yes, global real estate is slowing down. But Joe Rodriguez says that you can still invest and profit -- if you "focus."
Rodriguez, lead manager of the 5-star-rated AIM Global Real Estate Fund, says, "I generally agree...that the world is slowing down. And that influences what we're doing. You have to focus on quality companies with quality assets -- and very sound balance sheets."
The fund manager's top picks:
-SL Green Realty
-Simon Property Group
-Health Care REIT
The themes and sectors Rodriguez likes include regional malls, health care and the U.S. apartment market.
Outside the U.S. -- and traded beyond NYSE and the Nasdaq -- he favors Australia's Westfield Group, Japan's Mitsubishi Estate, U.K. firm British Land and a Continental play, Unibail-Rodamco. The latter is primarily located in Paris, with "a prime office portfolio...generally 99 percent occupied."
Rodriguez is staying away from:
-the lodging & hotels subsector;
-Germany; South Florida; Upper Midwest U.S.; 2nd- and 3rd-tier Japanese cities.
Disclosure information was not immediately available for Rodriguez or his fund.
With soft commodity prices at record highs, is it time to invest in the sector?
Agriculture stocks are still good long-term investments, but investors should be wary of the short term, as a correction for the sector may be due, according to Alexis Dawance, fund manager at Global-Cap.
Dawance prefers smaller companies to large-cap companies like Potash and Mosaic as they have had a "tremendous ride," making shares are "pretty expensive" currently.
"We fear that these names are over-owned, therefore we prefer smaller companies who have bought some land and are doing some exploration," Dawance told "Power Lunch Europe".
Bunge is one stock Dawance likes.
"Every single data number that is coming out is negative and consumers and investors are just reacting to the market," said Neel Tiku from Peak Financial Management said when discussing what to avoid in these markets.
Dean Kartsonas, Federated Capital Appreciation Fund manager for Federated Investors, said his company's third-quarter investment strategy will focus on companies that offer value in a tough economy.
Wholesale retailers Kroger and Wal-Mart are a good choice, along with McDonald's and food manufacturer Unilever NV, he said.
Jeffrey Saut, chief investment strategist at Raymond James, agreed with Kartsonas' picks, adding Linn Energy, telecommunication group Alaska Communications and pharmaceutical company Schering Plough to the list because of their high dividend yields.
Regional banks may also make a comeback, Kartsonas said. Huntington Bank prereleased operating results that are still on track with what it forecast one month ago, and BBT raised its dividend one cent last week. These factors may help stabilize the industry, but investors shouldn't "jump in with both feet" just yet, he said.
To regain stablility in the market as a whole, investors just need to be patient, Kartsonas said.
"I think the market's going to have to grind through this, and hopefully going into 2009 [it will] start moving higher."
Disclosure information was not immediately available for Saut, Kartsonas or their companies.
U.S. tobacco market is the way to go for investors who want to keep their money safe, says Nik Modi, a tobacco analyst at UBS.
The U.S. tobacco market had a tough first half of the year due to “technical noise,” but Modi reassured investors that this is a buying opportunity. Modi says it is expected to improve in the second half.
Investing in tobacco companies is seen traditionally as a defensive play when the economy is in bear market territory. U.S. tobacco companies' sales internationally are doing exceptionally well -- while sales in the U.S. are declining, due to oversupply and concerns over inflation as well as demand.
Modi "highly" recommends buying Lorrillard, the company whose main product is Newport, "the best brand of tobacco in the United States."