The search for companies that use their capital efficiently, generate excess returns, and return excess cash to shareholders has led Delaware Global's Ned Gray to NGK Spark Plug and Xerox.
Video games and TV shows are not child's play to Darren Chervitz. They're serious investments, getting especially close scrutiny as the Consumer Electronics Show previews the future in Las Vegas.
"We're not scared of technology," Shawn Price told CNBC. To prove it, the co-portfolio manager of the Touchstone Large Cap Growth Fund offered a list of recommendations for investors -- and they're all tech stocks.
The Consumer Electronics Show in Las Vegas is a showcase for glamorous new products, but two veteran tech analysts are looking elsewhere for investments.
After beating their own benchmark index for the last five years, Standard & Poor’s equity research team is betting on the biggest U.S. jam maker and the Magic Kingdom, among 40 companies in this year’s PowerPicks stock portfolio, to outperform again in 2008.
The market outlook may not be brilliant for the year ahead, and that makes selections of favored stocks especially interesting to watch. "We went...looking for stocks that didn't need a rising economic tide to do well in 2008," Fortune Magazine writer Jon Birger told CNBC.
The U.S. Labor Department's jobs report fell short of expectations -- stirring fears of a recession. How can investors protect their portfolios? Strategists and analysts offered CNBC viewers their expert advice.
The first days of the New Year bring Citigroup's Citi Investment Research Top Picks: The bank polled each of its fundamental analysts on a single best money-making idea for 2008, with the option of an additional small-cap pick. Citi says its 2007 list produced an average share price return of 16.7 percent, well ahead of the Standard and Poor's 500 average of 4.2 percent.
Keith Wirtz thinks a smart investor ought to be learning about education stocks. He should know: The president and chief investment officer of Fifth Third Asset Management runs the firm's four-star Lifemodel Fund, which gained 9.6 percent during 2007.
T. Rowe Price portfolio manager Charles Ober powers his fund with energy stocks, and the tactic appears to be working: Ober's New Era Fund is up 29.9 percent over the last five years. He's still bullish on the energy sector in 2008.
Some highly-regarded fund managers like to limit their stock choices to companies of certain sizes, but to Keeley Asset Management vice president Mark Keeley, size doesn't matter. He's a five-star manager with selections of small, medium and large caps.
Financial stocks have taken a beating -- but have they reached bottom? Jon Hilsenrath, money and investing news editor at The Wall Street Journal and a CNBC contributor, pointed to five bank stocks that savvy investors need to watch closely this year.
Understanding the performance of the stock market in 2007 comes down to one word: subprime.
Brent Wilsey has a shopping list for the new year. The president of San Diego-based Wilsey Asset Management is urging investors to take a serious look at undervalued stocks -- and he offered CNBC viewers plenty of choices.
Wall Street is set to end 2007 with modest gains and kick off the new year with jobs data on Friday.
A contrarian investment strategy known as "Dogs of the Dow" has been a laggard this year, pulled down by Citigroup, one of the biggest casualties of the subprime credit meltdown.
Stock market volatility returned with a vengeance in 2007 and is not going away anytime soon.
Barry James has some ideas for investors about squeezing some green out of a couple of blue chips -- with much of the market in the red. The president and portfolio manager of James Advantage Funds finds strong promise in two of the 30 Dow Jones Industrials.
America's big media companies go into the new year with a writers' strike threatening their bottom lines. What does that mean to investors, and which company is the best play? David Bank, broadcasting and media analyst at RBC Capital Markets, gave his top media stock pick.
Oil prices have been soaring, but one analyst sees them going the other way soon, with some important implications for investors in energy stocks. FBR's Eitan Bernstein offered his insights into playing oil stocks in 2008.