Biotech, Oil, Emerging Markets Get Pickers' Attention

As word came of Citigroup's plans to cut 53,000 jobs, the markets opened the week to the downside. What follows are video highlights of stock picks and investment advice.

Betting On U.S. Large Caps

“If you’re lucky to have some cash, you’ve got to take a look at the U.S. large cap value space and just buy a fund. The U.S. large cap values are now negative on a trillion ten-year basis… and that hasn’t happened since, believe it or not if you make it on an index, before the Civil War.”

- Scott Farrell, Soleil Securities and CNBC contributor

Farrell also likes Verizon , General Electric , JPMorgan Chase and Intel

Picking Up Bargains

"Stocks have been beaten down to a level that does represent a significant discount. We've got stocks within the Dow Jones Industrial Average right now... Look at Alcoa and Dow Chemical that are trading at P/Es lower than their dividend yields. I mean that is just very significant I think, and relative to interest rates, dividend yields across the S&P 500 are at a level that is very, very attractive."

- David Goerz, Highmark Capital Management

Investing in the O-conomy

"A couple of things will likely sign into law in 2009. Legislation to facilitate biotech generic drugs to the market. Medco Health and Express Scripts are cost-containment companies, so we think what they do will become more important as the government and employers look to cut health spending."

- Charles Boorady, healthcare providers analyst, Citigroup

Boorady also likes United Health Group and Wellpoint .

Sticking To Fundamentals

“We’re looking at companies that are very strong fundamentally, that don’t have a lot of debt. We’re looking at technology and healthcare. We continue to like a little bit of the financial sector, those that we feel are going to be able to survive and thrive in the next couple of years.”

- Christopher Zook, CAZ Investments

Zook recommends Oil Service Holders .

Long-Term Strategy: Emerging Markets

“Emerging markets are the best long-term play. And if we get a rally in the bear market, you could also get a good bounce. The story of the recovery is going to be in emerging markets. You want to do a fund and you want to do a fund that does not employ leverage, a fund that does not depend on commodities, a company that buys growth companies in the emerging market.”

- Jim Awad, Zephyr Management

More investment advice from CNBC.com:

• Stock Picker: Big Pharma, Big Opportunities
• Pharma Analyst: PBM Spells Opportunity
• Monday Market Strategy: Stay Short!

© 2008 CNBC.com