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Get a Jump on the Recovery with Megacaps

CNBC.com
Thursday, 11 Sep 2008 | 4:31 AM ET

Investors should start positioning their portfolios ahead of the expected rebound in economic activity, Michael Yoshikami, founder, president and chief investment strategist at YCMNET Advisors said Wednesday.

It's best to focus on companies that have "global theme and management tailwinds," Yoshikami told CNBC Asia.

Top Investment Themes
Focus on companies that have global theme and management tailwinds such as Johnson & Johnson and McDonald's, advises Michael Yoshikami, founder, president & chief investment strategist at YCMNET Advisors. He talks strategy with CNBC's Amanda Drury, Martin Soong & Sri Jegarajah.

Big companies like Johnson & Johnson , McDonald's and Wal-Mart Stores , that have a "global footprint", international expansion, good management teams, good brands and tailwinds are attractive stocks, he said.

"It's going to take some time for the economy, probably at least a couple of quarters, for us to get a sense of what is really happening," Yoshikama added.

"Now, from an investment standpoint, I don't think you want to wait until everything becomes obvious that we have turned a corner. Once it becomes obvious, the money's already been made."

Yoshikami said that consumer spending is on the decline and that the retail sector will be affected, but argued that investors should put money in "the leaders in those areas," despite the slowing economic growth.

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