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."

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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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