On Friday's Investor Beat, host Alison Southwick and Motley Fool analysts Charly Travers and Ron Gross dissect the hardest-hitting investing stories of the day.

Friday's jobs report painted a rosy picture for housing and manufacturing, but the consumer still seems to be suffering -- and many stocks right along with it. In the lead story from today's Investor Beat, Charly and Ron discuss investing opportunities while the economy continues its slow recovery.

Then, the guys take a look at four stocks making moves on the market today. American Eagle and Ulta take a hit after reporting earnings, but only one is poised for growth. Intel gets a well-deserved upgrade. And J.C. Penney has the worst week ever, which for J.C. Penney is really saying something.

And finally, Charly and Ron explain why they're keeping a close watch on shares of MFC Industrial and Costco.