Netflix is the cheapest viewing option per hour watched, including cable, given the number of programming choises, said Heath Terry, lead internet analyst at Goldman Sachs.
Software stocks are getting punished in the last three months and Steven Milunovich, managing director at Wolfe Research, is going to let it play out before reentering the sector.
Bill Nygren, portfolio manager at Oakmark Funds, looks for stocks that get punished from short-term political news.
Lyft seems more undervalued but Uber offers more long-term upside, said Aswath Damodaran, finance professor at NYU Stern School of Business.
The U.S.-China trade war is not likely to last for years and tensions have reached a "crescendo," said John Stoltzfus, chief investment strategist at Oppenheimer Asset Managment.
Apple is a good stock to hold through the current quarter but it could underperform next year, said Dan Niles, founding partner of AlphaOne Capital Partners.
Investors are moderately bullish on FAANG in the fourth-quarter and quite bullish for next year, said Steven Milunovich, technology strategist at Wolfe Research.
Tobias Levkovich, Citi's chief U.S. equity strategist, said the economic conditions are likely to improve in the U.S.
Policymakers are working towards de-escalation between the U.S. and China before tariffs kick in on Oct. 15, said Dan Clifton, head of policy research at Strategas Research Partners.
Investors will start to get excited about Apple's 5G product cycle in the first few months of 2020, said Amit Daryanani, hardware analyst at Evercore ISI.
Apple is setting up products and pricing for a strong 5G cycle next year, said Steve Milunovich, technology strategist at Wolfe Research.
The Fed has to keep cutting rates for the 10% of U.S. companies that can barely cover their debt service, said Jack Ablin, founding partner and chief investment officer at Cresset Capital.
Have some offensive growth plays in your portfolio but stay invested in defensive names, said Mark Luschini, chief investment strategist at Janney Montgomery Scott.
The rotation from growth stocks into value stocks could mean a top for the broader market, said Doug Ramsey, chief investment officer at Leuthold Group.
Apple is fighting to maintain market share with the iPhone in a market that is fully-penetrated, said Rod Hall, hardware and communications technology senior equity analyst at Goldman Sachs.
Negative interest rates are bad for the financial system and investor sentiment, said Ed Yardeni, former Federal Reserve economist and president and chief investment strategist at Yardeni Research.
The market has been rotating into value stocks because investors are unsure about a recession, said Bob Doll, chief equity strategist and senior portfolio manager at Nuveen.
Investors should focus on sectors with longer-term government contracts, like the defense area, said David Kostin, chief U.S. equity strategist at Goldman Sachs.
Fourth-quarter earnings are projected to be strong, lifting the stock market, said Sam Stovall, chief investment strategist at CFRA.
Investors need to look for the pockets of value and growth in the "high flying" technology stocks, said Keith Parker, global equity strategist at UBS.