CNBC's Simon Hobbs and the Options Action traders discuss the stocks they'll be watching next week. » Read More
Stocks of companies that make fertilizers and other agriculture-related chemical products have been thriving, even in a dismal market environment. But chemicals analyst Michael Judd of Greenwich Consultants thinks they've still got room to grow.
The American economy may sputter, Europe may be slowing down -- but Ronald Weiner's money is on infrastructure build-out.
Getting profits from the pipeline is more than a metaphor for Joseph Keating. The CIO of private asset management for RBC Bank recommends the stocks of two pipeline companies.
Craig Hodges has some big ideas about small caps: an unusual oil-services play and even one in the financial space!
Five-star fund manager Gerald Jordan finds power for his portfolio across the spectrum of energy stocks: two "traditional" plays and two China solar energy stocks.
The flooding in Iowa has spread its economic stress to more than just rising corn prices. Many Iowa-based companies are also feeling the strain, causing production to stop and stocks to move.
For the first time since it went public in 1994, Lehman Brothers has posted a quarterly loss. But Morningstar's Ryan Lentell says you should still consider brokerage shares.
Ted Parrish, co-portfolio manager of the Henssler Equity Fund, thinks it's time to buy some out-of-favor sectors like consumer cyclicals -- and even financials.
Small- and mid-cap firms -- like a chemical-additive company, a software producer, and a tire-maker -- add up to a smart portfolio, according to 5-star fund manager Jonathan Vyorst. PLUS: Web-Exclusive picks!
What's bubbling in the options market? General Electric and financials, according to one tracker.
Steve Weeple, head of U.S. equities for Standard Life Investments, has some suggestions about where to find the most energetic equities.
Options were active in GE and Goldman Sachs last week, according to one observer.
The week began with a flashback to the credit crisis. It ended with figures showing the fastest inflation in six months and the lowest consumer-sentiment reading in 28 years. Along the way, as the stock market ebbed and flowed, CNBC guests assembled a collective portfolio that was heavy on technology, energy, and global exposure.
Refiners have been a tough trade, despite the price of crude. Here's one that could be ready to break out.
Barry James has a checklist for worthy investments. To be attractive, a stock must have good relative value, good historical corporate earnings, and good relative price strength.
How are you honoring your father this Father's Day? With a tie? A recycled birthday present? How about some stock?
Morgan Stanley issued an interesting report on Thursday. They upgraded financials to a neutral weight, and I thought their reasoning was sound and creative.
"We've had a bear market," David Katz of Matrix Asset Advisors told CNBC. "We think the next move in the market is going to start to discount a better `09, and a lot of these problems being resolved, and so we'd be buying into this weakness." Not only is Katz buying, he's buying financials!
One company rode the tech bubble of the 1990s; the other is part of the ill-starred fraternity of bond insurers. What do they have in common? Matthew Kaufler of Touchstone Value Opportunities thinks investors ought to give them a look.
Barry Ritholtz has had a "sell" on Lehman Brothers for several months. The latest management turmoil just confirms his view.