the next year. >> susie: okay.et's run through your past pects before we get your new recommendations. uranium producer, telephonica, these were all down since you were here, do you still own any of them? >> i think sea grill drill was actually up if you include the dividends. remember they pay a 9% dividend. but camico, you know, and telephonica we were stopped out of when the market fell sharply but we are still in sea drill. it is an explosive situation with offshore drilling. 46% increase, or 46% profit margins. their easternings doubled. so 9% difficult-- dividend and a p-e ratio of under 8 so that is an undervalued play. >> susie: let's talk about some your new picks. you have enterprise products partners. why are you recommending this is a pipeline company. why do you like it? >> well, pipelines are another very strong growth area, especially in the middle east or middle eastern united states. they are discovering a lot of new natural gas. that going to require more pipelines. and if the republicans take ove

he's portfolio manager at thestreet.com. >> susie: hi, david.thank you f, susie. >> susie: tell us why you're up? >> historically november is a pretty good month in the market. like looking for certain pockets of value. the energy sector and individual names that should do well wether the market goes up between now and the end of the year. >> susie: we heard from so muchg seasons so cautious on outlooks for the rest of the year. where is the catalyst for a growth in the stock market? >> there were some good and some bad about. two-thirds of companies in the smp 500 have exceeded earning spec stations. i want to look where earnings are growing the most. energy is very cheap right now. when you look at value investing any stock or sector has a price to be bought. i think there is good value out there now. >> susie: alright.let's talk abe possibilities out there. you have two stocks to tell us about. the first is triquin semi conductor qtnt. tell us why you like it? >> it's below tangible book value. this is how much the shareholders have on balance sheets when a company is profitable it

i'm susie gharib. good night, everyone, and good night to you, too, tom. >> tom: good night, susie. i'm tom hudson. good night, everyone. we hope to see all of you again tomorrow night. "nightly business report" is made possible by: this program was made possible by contributions to your pbs station from viewers like you. thank you. captioning sponsored by wpbt captioned by media access group at wgbh access.wgbh.org >> be more. pbs.

susie, he is an m.i.t.-educated economist who has promised to keep greece in the eurozone, >> susie: tom, meanwhile in italy, prime minister silvio berlusconi is expected to step down on monday. his resignation is contingent on the country's parliament approving austerity measures demanded by the european union. berlusconi's likely replacement- - mario monti, a respected economist and european commissioner. now, u.s. investors welcomed news of that leadership change, as well as good news that yields on italian bonds fell below 7%, easing concerns that the country would need an emergency bail out. >> tom: here in the u.s., federal reserve chairman ben bernanke was talking about europe again, urging leaders to act forcefully to stem its rolling financial crisis. he added this warning, when it comes to the u.s.: "i don't think we would be able to escape the consequences of a blow-up in europe." what recourse would american lawmakers and regulators have if europe's debt troubles crossed the atlantic? darren ger

and that is tonight's market focus. >> susie: e.m.i. group-- the home of the beatles, coldplay and katy perry has been split in two parts, bringing in more than $4 billion for citigroup. the recording division has been sold to vivendi's universal music group for about $2 billion. sony is buying the publishing division in charge of song writing copyrights for another $2 billion. the agreements still need regulatory approval in both the u.s. and europe. >> susie: let's take a look at what's coming up next week: our friday market monitor is erik ristuben, chief investment officer of client strategies at russell investments. on the economic calendar: the october reports on producer prices, consumer prices and housing starts are released. and a flurry of retailers report quarterly earnings: j.c. penney, home depot, lowes, target and wal-mart. auto-safety regulators are scrutinizing the safety of lithium-ion batteries that power plug-in electric vehicles. the national highway traffic safety administration says the investigation was sparked af