CNBC Stock Picks

Offshore and Alaska may have enough oil to get us off foreign dependency.  Why are we not drilling?

Check out The Limit Order to prepare!

May be time to buy this one as CNBC reports the Air Force is giving them the tanker contract they lost.

Rydex guys said consumer staples and energy.

Short time…

Says Kudlow.  While are not endorsing any candidate, stocks would surely love a pull out of Iraq in the short-term, although we may regret it in the long-term.  Which is better for the stock market McCain or Obama…we’ll see.

New Tech:  Buy ETN, PH, SQM, CAT

Old Tech:  INTC

Options activity says we can still buy coal stocks.

James River, Peabody, Massey Energy

Alpha Natural (ANR) a favorite of Fast Money co-host who also owns it.

Buy Wheat and firms like Monsanto.

Buy Lindsay Corp (LNN).

Buy Pentair (PNR) at $33.50

Get long Domtar (UFS)

Likes LEH because guest does not see a Bear Stearns outcome.