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CNBC Stock Blog
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Investments to resist the slowdown: David Pearl of Epoch Investment Partners and David Moon of Moon Capital Management offered CNBC their insights -- and favorite stocks.
Moon agrees with Pearl about the need to re-categorize many household- and personal-product makers, currently considered consumer-oriented:
"Most high-end pharmacological purchases are not discretionary," Moon told CNBC.
Recommendations:
(See Part 1 for Pearl's view and stock picks)
Moon pointed to Johnson & Johnson [JNJ
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] as an example: "We like them, even [considering] the consumer portion of their business." He also named Pfizer [PFE
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], whose necessary medicines outweigh "discretionary" products like Viagra.
"We're actually buying both (J&J and Pfizer) right now," Moon said.
He also praised Walmart [WMT
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], eBay [EBAY
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] and MGIC Investment [MTG
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].
(See Part 1 for Pearl's view and stock picks)
Disclosures:
Disclosure information was not immediately available for Pearl, Moon or their respective companies.
Data is a real-time snapshot *Data is delayed at least 15 minutes