With the first half of 2014 coming to a close, investors are placing bets on how the second half of the year will unfold.
"We think quality will come back into effect and a lot of the more stable companies in the Dow will start to really realize some of their stride toward the end of the year," said Lee Partridge, chief investment officer at Salient Partners, in an interview with CNBC's "Power Lunch."
Mike Holland, chairman of Holland and Company, agrees. He thinks the bull run will continue, and said investors hunting for yield should look to technology stocks.
There are "huge yields on these companies, way more than Treasury bonds," Holland told "Power Lunch."
"In fact, you've got very low valuations given the quality," he added.