On a day when the market's under pressure and lots of red ink is flowing, where's a stock-market investor to go?
Bernie McGinn, founder of McGinn Investment Management, named a couple of companies he believes have already turned the corner to a comeback.
McGinn's first pick is deep in the heart of financials: AIG, which posted a record quarterly loss this month, after posting an $11 billion mortgage-related write-down.
"I would buy it right here," McGinn told CNBC. "The $11 billion write-down, it's not really an economic event, it's an accounting event."
Last week, AIG urged regulators to change controversial accounting rules on asset valuations.
McGinn's other pick is troubled carmaker Ford Motor.