Paul Noglows, director of research at Lazard Capital Markets, shared his four stock picks with CNBC.
Activision -- Pending merger of Activision and Vivendi Games' Blizzard Games unit will be a “digital media powerhouse.”
Bare Escentuals –- Noglows expects a 25 percent revenue and earnings growth over the next two years.
Intuitive Surgical -- The company recently produced a robotic surgery device that will help patients spend less time in the hospital post-surgery. He says “We’re telling people to buy it now.”
Seaspan -- "Good dividend yield" about 8 percent, and the company is continuing to grow, he says. “Despite macroeconomic headwinds, [the shipping company] a winner.”
- For more of Noglows' strategy, watch the interview (2 mins, 16 secs)
Disclosure information was not immediately available for Noglows or his fund.