Where to Invest Now: Global Plays, Big Manufacturers
Play It Safe
"If you believe the manufacturing sector is going to be strong, things I think you should own there are Caterpillar , General Electric , Boeing , Emerson Electric. The reason is, they all get more than half of their sales from outside the U.S.; they're well-managed companies, strong balance sheets; they're levered to the international infrastructure build-out, you're probably safe there."
Jack DeGan, Harbor Advisory Chief Investment Officer
DeGan recommends: Caterpillar , General Electric , Boeing and Emerson Electric .
GE is the parent company of CNBC and CNBC.com.