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Current DateTime: 02:01:22 11 Nov 2009
LinksList Documentid: 30328029

CNBC Stock Blog

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Aug.01
5:36 PM ET
Friday, 1 Aug 2008
The Sectors You Want to Be In

Matt DiFilippo, senior portfolio manager at Stewart Capital and Randy Lert, chief portfolio strategist at Russell Investments offered advice on different sectors that could help benefit investors.

DiFilippo sees opportunities in health care and consumer staples.

"We need to look at companies that can benefit from the trade-down effect," he said.

Lert also liked the health care sector. In addition, he also recommended tech stocks, larger caps and sustainable growth stocks.

“I would buy [stocks] now, but I’m not as enthusiastically bullish as I was six years ago -- this time in 2002 -- when I thought stocks were more depressed and bonds were even more expensive," he said. "I think stocks are attractively valued, but I don’t think bonds are. I think now’s a good time to buy stocks.”

However, DiFilippo said financials and consumer discretionary stocks “are areas that must be looked with caution,” while Lert was “not enthusiastic about energy and the commodities sector.”

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Top Health Care Stocks:

- Johnson & Johnson [JNJ  Loading...      ()   ]

- Kimberly-Clark [KMB  Loading...      ()   ]

Top Consumer Staples Stocks:

- Procter & Gamble [PG  Loading...      ()   ]

- Colgate-Palmolive [CL  Loading...      ()   ]

____________________________________

Disclosure:

Disclosure information for Mat DiFilippo and Randy Lert was not immediately available.

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