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What to Buy Today? Mega Caps, Banks--and  Garbage

Where should you put your money in this market? Some of the pros interviewed on CNBC Tuesday like mega caps, regional banks and--yes--garbage.

Mega-Cap Growth Stocks

“The group has had a pretty miserable decade, in terms of the stock prices. The large caps have underperformed small caps, growth has underperformed value for 2000 to 2006 – 2007 was the first year they did better. We think this is going to be a multi-year trend, so you’re in the first or second inning of a what should be the next five or six years of this group doing better.”

David Katz, Matrix Asset Advisors Chief Investment Officer

Katz recommends: Cisco , Dell , Microsoft , Wal-Mart and AIG

Regional Banks

"For investors that do really need a regional bank, we recommend US Bancorp...Most importantly, they don't have the exposure to the construction and the commercial real estate lending, and they've managed their loan-loss reserves very effectively over the last couple of years."

Gerard Cassidy, RBC Capital Markets Regional Bank Analyst

Garbage Stocks

“They’ve been beaten up, but when you get down to it they’re a very recession-resistant space. A good 80 to 85 percent of their business is simple pickup – residential collection, commercial collection – and in a slowing economy, that doesn’t really go away.”

Brian Butler, FBR Capital Markets Analyst

Butler recommends: Waste Management , Allied Waste , Waste Connections and Waste Services

Contact Stocks

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