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Ask what sector Ed Sheidlower is avoiding, and he'll tell you, "financials,"  but the Bryce Capital Management portfolio manager does have some sectors -- and some stocks -- he feels are good places for investment dollars.

First, the bad news.

"You want to buy stocks in sectors that have earnings clarity, and right now, we just don't see the clarity, whatsoever, in the financials," he told CNBC.

Recommendations:

Now, the less bad news:

"Walter Industries [WLT  Loading...      ()   ]...that's up big on the Cleveland-Cliffs [CLF  Loading...      ()   ] acquisition [of Alpha Natural Resources [ANR  Loading...      ()   ]] today, showing that there's still a lot of valuation on the coal side."

And that's just one sector.

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"On the health-care side, some of the names we're buying right now:  We're seeing value in Perrigo [PRGO  Loading...      ()   ], which is a generic over-the-counter drugmaker, [we] like Medtronic [MDT  Loading...      ()   ], [we] like Baxter (International) [BAX  Loading...      ()   ], [we] like Wyeth [WYE  Loading...      ()   ] and a lot of the biotechs, names like Cephalon [CEPH  Loading...      ()   ] are looking very good to us right now," he said.

Disclosures:

Disclosure information for Ed Sheidlower was not immediately available.

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