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Fund Managers: Go With Energy Stocks, Mid-Caps

Brooke Sopelsa,|Video Producer
Monday, 16 Jun 2008 | 1:04 PM ET

To give investors an edge on their portfolios, CNBC asked the market experts for their best stock picks now.

Where to Make Money Now
Changes in the broad energy market could drive opportunities for making money, with Steve Weeple, Standard Life Investments head, U.S. equities

Energy Plays

“The commodity we’re still excited about is electricity across North America. We think there’s underinvestment still in that sector, and we think prices still have to move higher."

- Steve Weeple, Standard Life Investments Head of U.S. Equities

Weeple likes: Dynegy , Reliant Resources , Itron and Comverge .

Small & Mid-Cap Plays
Maneuvering the market with small and mid-caps, with Jonathan Vyorst, Paradigm Value Fund senior vice president/portfolio manager

Small and Mid-Cap Plays

Innospec "is one of the largest makers of diesel fuel additives, and right now we’re seeing a paradigm shift in the United States and in Europe toward more diesel engines…Environmental regulations now also require that companies add more additives to diesel fuel, so these guys are making profits both from volume and from additional environmental regulations.”

- Jonathan Vyorst, Paradigm Value Fund Portfolio Manager

Vyorst also likes: Sybase and Goodyear .

Market Pulse Check
A look at tech and cyclicals, with Sean Clark, Clark Capital Management and Ted Parrish, Henssler Equity Fund

Financials, Cyclicals & More

“We bought some Bank of America last week…and I think even though they have a big issue surrounding the dividend and whether they’re going to cut it or not, I think the company’s in a good position to do extremely well coming out of this rough patch.”

- Ted Parrish, Henssler Equity Fund Co-Portfolio Manager

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BAC
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GT
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IOSP
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ITRI
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