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Large-Caps May Provide Only Temporary Relief: Strategist

Monday, 11 Jun 2007 | 12:54 PM ET

With the 10-year Treasury yield above 5%, large-cap stocks may provide a haven, but not for long, said Miller Tabak Equity Strategist Peter Boockvar on "Morning Call."

Markets Today
The best investing ideas for those who are either bullish or bearish, with Peter Boockvar, Miller Tabak equity strategist; Frank Cappiello, Montgomery Brothers, Cappiello, LLC chairman & managing director and CNBC's Michelle Caruso Cabrera

"Large-caps, relatively speaking, may be a place to hide, but if the market's going down, everything's going down," Boockvar said.

He likes the agriculture, precious metals, industrial metals, and energy sectors.

Montgomery Brothers Chairman & Managing Director Frank Cappiello likes such large-caps as including Conoco Phillips , Microsoft , American International Group .

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