- Job Cuts Picking Up Steam Just in Time for Holidays
- Pros Say: Bear Market Rallies = New Reality
- CEOs Sound Off: Budget Deficit, Bailouts & More
- Bernanke: 'More Needs To Be Done' on Foreclosures
- Bernanke's Speech on Housing and Foreclosures
- With Saturn, G.M. Failed a Makeover
- Toll Loss Narrows, but Warns on Revenue
- Factory Orders Drop More Than Expected in October
- Long-Dated Notes Up on Monetary Easing
- Web Extra: Fast & Furious Trades For Friday
- Bear Market Boot Camp, Pt. 2
- Fast Message - We Answer Your About T-Bills, Chesapeake Energy...
- Pops & Drops: Credit Suisse, Starbucks...
- It’s A Matter Of Trust
- When Will Hedge Funds Stop Selling
- Which Industries Will Drive Job Growth?
- Market Falls Before Jobs Report
- Microsoft Snags Yahoo...'s VP, That Is!
Ahead of the Fed's decision on Wednesday, the market pros shared stock picks with CNBC.
Getting Defensive
“This is the time to start selling some of the energy.. Go after companies that have pricing power… Pricing like Dow [Chemical] [DOW
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], pricing like Kraft [KFT
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], pricing like General Mills [GIS
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]... and industrial companies that have the ability with the weakening dollar and demand from overseas.”
- Sarat Sethi, Douglas C. Lane & Associates partner & portfolio manager
Picking Up Star Stocks
Equinox’s [EQIX
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] business has grown at a 30 percent rate over the last several years; we think that will continue. They generate very high margins and a lot of discretionary, free cash flow. Nextel International [NIHD
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] can be thought of as a cousin company to Nextel in the U.S., which was purchase by Sprint [S
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]… They’re run by a high quality U.S. management team. Their top markets are Mexico and Brazil; those markets are less penetrated than they are up here."
- Michael Lippert, Baron I-Opportunity Fund







