Paul Larson says it's time to get back into equities.
The equities strategist at Morningstar says buying stocks now will set up your portfolio for a big payoff in three to five years.
Larson offered CNBC his top U.S.-traded stock picks.
Two of them may seem paradoxical: he likes Mexican-based cement company Cemex -- and Internet icon eBay.
- Learn more: Watch the interview (2 mins, 30 secs)
Larson praises Berkshire Hathaway, which "benefits when the rest of the financial sector is in pain." He also notes that billionaire CEO Warren Buffett is "still at the helm...creating value."
The strategist also likes pharmaceuticals firm Novartis.
No disclosure information was available for Larson or for his company