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Current DateTime: 01:00:42 23 Nov 2008
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Tech, Financials and Vice Stocks for Your Portfolio
Brooke Sopelsa | 12 Feb 2008 | 03:13 PM ET
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Stocks are up today after billionaire investor Warren Buffett  offered a reinsurance plan to troubled bond insurers.  However, the Sage of Omaha cannot single-handedly erase investor caution.

To help investors navigate this volatile market, CNBC asked the experts where investors should place their bets.

Road to Tobacco Profits

"We like Altria right here today.  In fact, it's one of our largest holdings at the Vice Fund, and we think there's going to be tremendous value after the spinoff.  I absolutely cannot wait to be a shareholder of an independent Phillip Morris International.  I think that both companies combined will do very well independently."

Charles Norton, Vice Fund Portfolio Manager

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Want more expert picks?

Picks and Pans

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Santelli recommends: Altria [MO  Loading...      ()   ] and Carolina Group [CG  Loading...      ()   ]

Buy Tech Stocks

"January was clearly a reversal of much of the strength in technology last year.  We think the earnings have come through, actually, pretty well."

Bob Doll, BlackRock's Vice Chairman and Global CIO of Equities

Doll recommends: IBM [IBM  Loading...      ()   ], Hewlett Packard [HPQ  Loading...      ()   ] and Microsoft [MSFT  Loading...      ()   ]
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Smooth Stocks in a Rough Sector

"We are very much interested in companies like Fidelity National Financial, which will be one of the title companies that will be going through all the refinancings, collecting revenue from rebuilding all of this mortgage debt that's going to be defaulting.  We also like Nasdaq.  The exchanges are a good way to play in this market as well."

Andy Bischel, SKBA Capital Management Chief Investment Officer

Bischel recommends: Fidelity National Financial [FNF  Loading...      ()   ] and Nasdaq [NDAQ  Loading...      ()   ]

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