Jim Chano's best short idea: CAT & HPQ

12:15 PM ET Wed, 17 July 2013

CNBC's Josh Lipton breaks down the biggest movers from the "Best Ideas Panel." Chris Hohn's top picks include EADS, Porsche, and Aurizon Holdings, and Mark Kingdon likes Japanese stocks. Jim Chanos also joins the panel revealing his best ideas starting with Hewlett-Packard and Caterpiller. Bond yields have dropped 2.5 percent for the first time in 2 weeks, top fund manager, Steve Kuhn, Pine River Capital, provides insight to where bonds will go and shares his favorite ideas.