The golden age of the railroad is back, says Gary Kaminsky. The Neuberger Berman managing director says "the rail story" is a key to America's economy now -- and he told CNBC which rail stocks his firm holds.
David Konrad, head of large-cap bank research for Keefe, Bruyette & Woods, says regional banks now appear not to have the immunity they once were said to possess from the problems plaguing the larger banks. Jeffery Harte also admits that there are tough times ahead for financial stocks, but he sees the proverbial light at the end of the proverbial tunnel.
Five-star fund manager Barry James says it's a tough time to be putting money into the stock market -- but an investor would be wise to focus on large-cap stocks.
Robert Millen, co-portfolio manager of the four-star Jensen Portfolio Fund, puts the words "quality" and "growth" together and comes up with some potential profits for your portfolio.
Oil companies are making historic fortunes these days -- but they can't sell a drop without the oil services companies. Which oil services stocks will pump the biggest returns?
The week was chock full of economic angst and M&A intrigue. But one dark constant loomed over all ... rising oil prices.
Risk aversion is dissipating from the markets, according to Jay Bowen, president of Bowen, Hanes & Co. Translation: Investors aren't as scared as they were. He's buying attention is focused on global infrastructure.
Darren Chervitz of Jacob Asset Management has found some promising investment ideas -- right here on the Internet.
The options market believes something is afoot at Dryships, according to one market observer.
Stacey Widlitz of Pali Research and Piper Jaffray's Jeff Klinefelter have come up with four "must-have" retail stocks.
The time for potential investors to fulfill that potential is now, according to Phil Dow.
After some significant gains in April, where does the market go next? And how should investors position their portfolios? Sean Clark has some answers.
The option market is betting that someone is going to buy Anheuser-Busch, according to one observer.
Dan Manion of Sentinel Common Stock Fund ain't afraid of getting burned by energy or industrial stocks. See his picks here.
It's not the easiest of times for the consumer, so why do the consumer numbers look so good? More importantly, why should an investor consider consumer discretionary stocks? Citigroup's Kimberly Greenberger has some answers and some recommendations.
Will Muggia likes biotech. He's co-portfolio manager of the Touchstone Mid-Cap Growth Fund, which is up an average of 14.9 percent annually over the last three years -- and even this year, it's up 1.8 percent. So what are the 4-star portfolio manager's picks?
David Sowerby is seeing more and more evidence that the market bottomed out two months ago. What would he buy -- and NOT buy? Plus: Web-Exclusive stock picks.
Joe Keating, CIO of private asset management at RBC Bank, picked stocks for graying Boomers. Plus: Web-Exclusive picks -- not on TV!
Ron Baron likes casinos and fancy clothes. The chairman and chief executive of Baron Capital joined CNBC's "Billionaire Summit" -- a select group of the world's most successful businesspeople -- to offer his investment outlook.
Five-star fund manager Kent Croft says investors can pump some profits into their portfolio through the power of natural gas. Read on for his sector insights -- and favorite stocks.