Charlie Smith sees long-term opportunities in American companies -- but says keep your distance from consumers. Meanwhile, here's what to buy.
As growth in Western economies slows, investors searching for attractive stocks should look to companies that sell to more resilient emerging markets, James Bevan, chief investment officer at CCLA Investment Management, told CNBC Europe Tuesday.
Longbow Research's Lee Klaskow says railroads are feeling the effects of Midwestern flooding. But he's still buying stocks.
Technology, mining and food. Those areas are where 5-star fund manager Michael Cuggino finds promising possibilities for investors.
After a brutal week for stocks, some of the professionals say it's time to go bargain-hunting. Doug MacKay of Broadleaf Partners is one of them.
In an economic squeeze, efficiency and cost-savings are on the front burner. Scott Billeadeau says that makes these small-cap software names especially attractive.
"Stay with the big-cap names that do a lot of business overseas, and wait for capitulation," says Church Capital Management founder and chief investment officer Gregory Church.
Jeffrey Frankel is taking a page from legendary investor Peter Lynch: Buy what you like. In this case -- what his kids like.
Dan Veru expects big things from small caps. The executive vice president and co-chief investment officer of Palisade Capital Management says that as the market regains confidence, investors will seek more risk. Enter small caps.
The markets will be facing volatility for the rest of year, so it's time for investors to stack their portfolios with defensive plays, money manger James Bevan told CNBC Friday.
Romanian growth play Banca Transilvania, headquartered in the Transylvanian city of Cluj, is among those recommended by Erste Bank analysts.
Big energy companies are not the only places in the sector to play, according to Jason Votruba of Scout Investment Advisors. He offered promising smaller energy-related names -- as well as Web Exclusive stock picks.
The surging popularity of smart phones and the faltering economy are putting the squeeze on traditional landline telephone service providers. So Christopher Larsen of Credit Suisse sees opportunity in wireless.
Food-products makers are on Andrew Burkly's stock-market menu.
Options are eyeing the drug sector's Alzheimer's treatments, according to one observer.
Shares of many health-care companies have been hit hard this year. But Schwab's Paul Alan Davis says there are some promising opportunities.
Stocks of companies that make fertilizers and other agriculture-related chemical products have been thriving, even in a dismal market environment. But chemicals analyst Michael Judd of Greenwich Consultants thinks they've still got room to grow.
The American economy may sputter, Europe may be slowing down -- but Ronald Weiner's money is on infrastructure build-out.
Getting profits from the pipeline is more than a metaphor for Joseph Keating. The CIO of private asset management for RBC Bank recommends the stocks of two pipeline companies.
Craig Hodges has some big ideas about small caps: an unusual oil-services play and even one in the financial space!