Alan Gayle plans to ride the technology bandwagon back to prosperity. "I know tech has a reputation for being a highly volatile sector, and very speculative, but they have the strong balance sheets, they have the good cash flow, they have a very resilient business model," RidgeWorth Capital Management's senior investment strategist told CNBC.
Brent Wilsey of Wilsey Asset Management has some suggestions for investing in environmentally-conscious companies. "If you do your homework here, you can find green companies that will actually put some green in your pocket down the road."
Christian Andreach takes the broad view, and the first of his criteria is valuation. "What we're doing is looking for opportunities where a company's competitive position is being permanently advantaged," he told CNBC. "That is, we're seeing capacity exit certain industries, and that capacity isn't going to come back."
Bank of America reported that first-quarter profit nearly tripled, thanks largely to its purchase of Merrill Lynch. But the financial giant's results also contained a lot of questions that are worrying analysts Monday. CNBC's David Faber reported on these troubling questions.
Keith Wirtz marks CNBC's 20th anniversary by looking ahead 20 years, and picking out trends with strong potential. One of the Fifth Third Asset Management president and CIO's favored sectors is health care. But that's not where his very favorite stock can be found.
It's not a bull market, according to Michael Yoshikami of YCMNET Advisors. "The market's had a great rally, but I think it's a bit ahead of itself, in terms of what's happening with the economy," he told CNBC. "Let's all agree that the economy is getting worse slower, but it's still getting worse." That said, Yoshikami is enthusiastic about some selected technology names.