To give investors an edge, CNBC asked the market experts for their best trades going into the weekend.
Profiting From PC Growth
“I’m really excited about PC growth, because just this week Quanta and Compal, two of the world’s largest notebook makers, who manufacture over 50 percent of the world’s notebook computers, easily exceeded estimates, had solid guidance, and I think the most compelling play in that space is going to be Intel , followed by Hewlett-Packard .”
- David Lutz, Stifel Nicolaus Capital Markets Managing Director
China Plays
“The areas I would hit on are companies that are going to benefit from the increasing consumption power of the middle class Chinese consumer. So specifically I’d focus on advertising, travel, Internet and education.”
- Jim Oberweis, China Opportunities Fund Portfolio Manager
Oberweis also recommends: VisionChina Media, Ctrip.comInternational, Sohu.com and New Oriental Education
Betting on Consumer Staples
“The consumer has enough money to spend on consumer staples. We like food companies. They’re defensive, and we like Heinz , Hershey , Sysco … those food companies have brand extensions, growth overseas, and we think as the year progresses those companies and that sector will do well.”
- Richard Sichel, Philadelphia Trust Co. Chief Investment Officer
Sichel also recommends: Honeywell, General Dynamics and United Technologies
