Consumer discretionary stocks are not only the worst performers today — and this week and this month — but 60 percent of the 18 discretionary stocks that reported earnings are down. So what is working in one of the worst groups right now?
Pharmaceuticals are priced at a bargain, said Mike Burnick, Weiss Capital Management director of research.
Dan Gross, senior editor and columnist at Newsweek, says that a country’s number of Starbucks stores inversely correlates with its economic health—the more Starbucks stores, the greater the financial crisis.
Jeffrey Grundlach's bond fund is up 3.01 percent year-to-date. (Yes, you read correctly.) The chief investment officer of TCW offered his market outlook to CNBC.
Defense technology and defense information tech are two areas investors want to be in right now, according to Alex Hamilton, senior managing director at Jesup & Lamont.
Dan Genter, CIO at RNC Genter Capital Management, told CNBC that it is a good time for investors to put their money into the energy and financial sectors.
In an economic downturn, it’s time to take a long-term perspective, said Michael Cuggino, Permanent Portfolio Funds president.
Pharmaceutical stocks were winners today on the earnings front, and CNBC guests say they can be winners on the portfolio front as well.
This year the S&P Industrial Index fared even worse than the S&P 500, but Eli Lustgarten, senior vice president of Longbow Research, sees opportunities in this beaten-down sector.
Construction companies such as CRH, Berkeley Group and Vinci are good long-term buys at current valuations, following government intervention to backstop the global banking sector, analysts told CNBC.com.
Mid-cap stocks will be the next market movers, says Ron Sloan, senior portfolio manager at Aim Mid Cap Core Equity.
Linda Bolton-Weiser, managing director at Caris & Company, says consumer staples stocks are the way to go. She expects earnings growth to be relatively strong at "around 10 percent on average."
Diageo upgraded to "add" from "hold", "buy" recommendation for Carlsberg maintained and three pure champagne stocks for the future from Dresdner Kleinwort.
Stocks ended down for the day but still pulled off a gain for the week.
Although the health care industry is not immune to a sluggish economy, the sector presents some attractive opportunities, said Carl McDonald, a senior analyst at Oppenheimer & Co.
Investors will have a rough ride until April, says Bill Spiropoulos, CEO of CoreStates Capital Advisors, but he thinks now is the time to put money to work.
Stocks went on another rollercoaster ride Friday, opening sharply lower before a series of ups, downs and curves, and an afternoon burst of bargain hunting that sent the Dow up more than 200 points.
Some stocks are more popular than others. But that doesn't mean they're always the best shares to hold. Michael Farr, president of Farr, Miller and Washington, gave his assessment of five of the most widely held companies.
Consumer cyclicals such as retailers are becoming attractive, said Bob Stovall, Wood Asset Management managing director and global strategist.
Stocks opened sharply lower Friday — with the Dow down about 200 points in the first few minutes of trading — after a report showed new home construction at its lowest level in 17 years.