After Wall Street's best week in a long time, Black Rock vice chairman and CIO of global equities has some moves to recommend to investors.
"Oil's down, the dollar's up, stocks are up, and the U.S. is outperforming on the upside," Bob Doll told CNBC. "I think what we're seeing here is, the U.S. is the best house in a bad neighborhood, for the moment."
Doll still favors multinationals, but his view is changing slightly.
""I do think you need to supplement your portfolio with a few U.S. names, some consumer names, some health-care names that I think have been doing well here and have reasonable fundamentals," he said.
He likes Express Scripts, McKesson, and Pfizer in health care; and WalMart and Kroger in the consumer sector.