Time to buy in stocks, housing and oil?

Guests on CNBC's "Street Signs" Thursday gave their takes on whether now is a big buying opportunity for investors in stocks, housing and oil. Check out their recommendations below.


Chad Morganlander, Stifel Portfolio Manager: "We like consumer finance stocks right now. We're expecting income to go up and we're expecting expenses to go down."

Morganlander said that steadiness in the labor market will mean better wage growth and decreasing gas prices means more spending money for consumers. He is expecting that to benefit consumer finance companies by lowering delinquency rates and increasing demand for credit.

Mark Tepper, Strategic Wealth Partners Founder & President: "You can get very good returns over the course of 6 to 12 months within these opportunities but you have to be somewhat more pragmatic."

Tepper recommended mega-cap technology names like Cisco, eBay and Oracle. In consumer discretionary names, the big-box retailers like Wal-Mart, TJ Maxx, and Target.


Rick Sharga, Auction.com Executive VP: "There's probably never been a better time to buy a house if you have cash or you are one of the fortunate few who can actually get financing. Interest rates are near historic lows, home prices haven't fully recovered from the boom and bust cycle. And frankly this time of year there is less buying competition."

Sharga added that we have learned the lessons of the last crash and that there isn't reckless lending happening now or in the foreseeable future.

Tim Rood, The Collingwood Group Chairman: "Certainly now is a fantastic time to buy, values are still down off the historic highs, rates are unprecedented. You're never going to pick the bottom in housing, but you're never going to be afforded the opportunity to pick up a 30-year fixed at three and a half so I think there's a ton of great reasons to buy."

He also said that owning a home is "really the only last legitimate wealth creation opportunity for most Americans."


Richard Tullis, Capital One Energy Analyst: "I'm not ready to call the bottom in oil prices yet. But I will say that there are opportunities out there. It is a good time to be looking at oil stocks. Investors should look at names that don't require significantly higher oil prices to work."

Tullis recommended companies that are not seriously affected by dropping oil prices. His top picks include: Concho, Newfield Exploration, Diamondback Energy, and Matador Resources.