Friday Trades: Tech, Pharma and Education

Brooke Sopelsa,|Video Producer

Ahead of the weekend, CNBC asked the experts where investors should place their bets.

The Friday Trade

Betting on Storage

“What I really like about Seagate is that … people need gigabytes of storage right now, and it’s not just the consumer, it’s the enterprises … this is the one area where the financial services industry has to spend on technology.  They don’t have a choice.  They need to store the customer data — they’ve got SEC rules mandating it.”

- David Lutz, Stifel Nicolaus Capital Markets

More CNBC experts -- more expert advice:


Capital Ideas

“We think education is a mandate, and we think there’s a bailout coming to open up the gridlock for student lending, and Sallie Mae being the low-cost producer with a lot of servicing benefits here is going to be a net market share winner.”

- David Khani, FBR Capital Markets Director of Research

Khani also recommends: Arch Coal, Millennium, Sykes Enterprises and URS.



How to Play Big Pharma

Pharma: A Stock-Picker’s Game

"Schering-Plough is at a gift level right now … Long-term, this is a name you want to own, and in a year from now, investors are going to be thinking about where they want to be positioned around the patent cliff.  Schering doesn't have a patent cliff until 2014."

- Catherine Arnold, Credit Suisse

Arnold also recommends: Merck, Wyeth and Eli Lilly.