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Hot Picks: Tech, Infrastructure and Energy Stocks

The Federal Reserve's liquidity announcement injected life into stocks Tuesday, and the Dow jumped more than 350 points. To give investors an edge, CNBC asked market experts for their best trades in this market.

Sizing Up Infrastructure Stocks

“The spending on infrastructure continues to grow over long periods of time. Our studies indicate spending on water [and] spending on roads has been rising at about six percent annually [over] the past 20 years. As you go through these downturns, and tax receipts are cut, there can be pauses, but there is long-term growth in this market.”

- John Rogers, D.A. Davidson & Co.

Rogers recommends: Granite Construction and Sterling Construction.

Betting on Tech

"Technology -- that's where the largest overweight is in my portfolio, for the simple reason that the real cash flow yields, the valuations are as cheap as I saw in the fall of 2002, at the same time that net profit margins at 10 percent are near all-time highs … Names like Corning , Cisco , Harris Corp. , all high cashflow generators, [those are] the largest overweight in my portfolio.”

- David Sowerby, Loomis Sayles & Co. Chief Market Analyst

Energizing Your Portfolio With Natural Gas

“St. Mary’s is an excellent company with a very good collection of assets that has fallen on hard times the last year or so in terms of substandard reserve replacement. The company is trading at roughly 10, 11 times earnings, roughly four times cash flow, with frankly a very bulletproof balance sheet … Irrespective of whether the current commodity price trend continues, we think a strong case can be made for value in St. Mary’s shares today.”

- Brad Evans, Heartland Advisors VP & Portfolio Manager

Evans also recommends: Cimarex.

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