If you think you missed the run in financials, think again. Gerard Cassidy, RBC Capital Markets, explains his best choices.
CNBC's Jon Fortt has details on Cisco earnings. Mark Sue, RBC Capital Markets, and Erik Suppiger, JMP Securities, discuss.
Doug Freedman, analyst at RBC Capital Markets, discusses whether it's time to bet on Intel.
While housing demand is back, there just aren't enough homes to sell, reports CNBC's Diana Olick. Bob Wetenhall, RBC Capital Markets, explains which homebuilders he is betting on.