There are concerns that a harsh winter will hurt business activity and consumer spending, but two veteran strategists are betting on the consumer this year.
The consumer discretionary sector is "not yet benefiting from [the] oil price tax cut for consumers," Dave Donabedian, chief investment officer at Atlantic Trust, told CNBC's "Power Lunch" on Monday. He expects the second half to be positive for this sector.
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One of the biggest picks from Dan Neiman, portfolio manager of the Neiman Large Cap Value Fund, is Kraft.
"I really like Kraft as the market volatility increases due to its market share in every individual category. Hopefully there can be renewed growth as internal changes are made in the upcoming year," Neiman said.
Kraft shares lower during trading on Monday, but are up two-percent year-to-date.