Infrastructure plays, basic materials and tech stock picks, with Walter Gerasimowicz, Meditron Asset Management and Eric Thorne, Bryn Mawr Trust Wealth Management
About 38 million Americans are expected to go somewhere this holiday season, and AAA says that's up about 1.4 percent from last year. Robert McAdoo, of Avondale Partners, and NBC's Kristen Dahlgren have the details.