Increased spending on media, plus a successful new subscription service makes CBS a highly attractive stock, said Erin Gibbs, Equity CIO for S&P Capital IQ. Gibbs added that the valuation of CBS is currently attractive and merger rumors are putting a positive light on the stock. She is also positive on Juniper Networks, saying the company has historically focused on the carrier telecom market, yet it is now making strides in the enterprise networking sector. Finally, Gibbs is bullish on Dollar Tree, saying the discount retailer is successfully changing its product mix, growing earnings and creating synergies through its Family Dollar acquisition.
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