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Powering Your Portfolio With Tech, Energy Stocks

Brooke Sopelsa,|Video Producer
Thursday, 15 May 2008 | 12:09 PM ET

Markets aren't stagnant today, and your portfolio shouldn't be either. To give investors an edge, CNBC asked the market experts for their best stock picks now.

Market Pulse Check
Putting your money to work, with Phil Dow, RBC Wealth Management; David Joy, RiverSource Investments and CNBC's Mark Haines

Time to Take on Risk?

"There's a ton of cash on the sidelines — $3.5 trillion — the hedge community, by and large, is on the short side of neutral, you've got fair valuations, and we're looking at a situation now where you could see the dollar stabilize. That could cause international investors to come into our market. I think it's a great time to take risk at this point in time."

- Phil Dow, RBC Wealth Management Director of Equity Strategy

Dow recommends: Cisco, Amdocs , ConocoPhillips and Patterson-UTI Energy.

Picking Perfection
Where the best opportunities in the market, with Dan Manion, Sentinel Common Stock Fund senior portfolio manager and CNBC's Becky Quick

Betting on Energy, Industrials

"Chevron is a name we'd be adding to, currently...I think it has the best production growth profile among the integrateds. If you look at the Unocal acquisition, which was made about three years ago, I think that's going to prove to be a really shrewd deal."

- Dan Manion, Sentinel Common Stock Fund Senior Portfolio Manager

Manion also recommends: United Technologies, Honeywell and General Electric.

Big Board Buzz
The word o the street, with Sean Clark, Clark Capital Management chief investment officer and CNBC's Mark Haines

Tech Opportunities

"I think right now, the market's in a position where it's short-term over-bought...Investor sentiment is no longer pessimistic, but...it's [not] extremely optimistic either."

- Sean Clark, Clark Capital Management Chief Investment Officer

Clark recommends: Apple, Google and Research In Motion.

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COP
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CSCO
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CVX
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DOX
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GE
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HON
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PTEN
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BB
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UTX
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AAPL
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GOOGL
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