Small and/or beat-up were the main themes running through Tuesday's stock chatter on CNBC. But don't forget energy and more energy -- and one aerospace giant.
Heartland Value Plus Fund manager Michael Petroff says small-cap stocks can be mighty -- if you screen by value first.
"We focus on margins of safety, companies with little or no debt. We avoid a lot of the dislocations in the debt market. We also focus on dividend-paying companies, [which are] less volatile than the non-dividend payers."
He praised medical-equipment sterilizer firm Steris: "Clearly, there's a trend" to demand for Steris' services, the 5-star manager said.
"Our strategy is to buy companies that are good companies, but really down and out," said John Linehan of T. Rowe Price. "Dell clearly is a company that's down and out," he told CNBC. He also likes refiner Sunoco for its "very attractive valuations."
Boeing is no lumbering giant, says Putnam Vista Fund manager Kevin Divney.
"It's had some weakness because of some supply-chain disruptions, but I think Boeing is this long-run 'hold' you want to have in your portfolio," he told CNBC. Divney also recommended engineering/construction firm McDermott International.