- Why You Should Play the Reflation Trade: Stock Picker
- S&P to Hit 1,200 by Year-End: Chief Investor
- 5 Big Bank Stocks Investors Should Consider: Strategists
- My 2010 Home Price Outlook: UBS Analyst
- Why Are Options Piling into Dollar Tree?
- Markets Can Rise 5-10% in the Near-Term: Strategist
- Buy These 'Competitively Positioned' Stocks: Portfolio Manager
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Wednesday's Economic News Crunch Could Tilt Markets
- NBA D-League On The Rise
- Japan Export Rebound Eases Fear of New Recession
- CNBC Anchor Takes a Sabbatical
- Citi Mortgage Reveals What Treasury Won't
- Rethinking Work
- Madoff—The Holiday Drink
- China Shipbuilding to Launch $937 Million China IPO
- Citi Mortgage Reveals What Treasury Won't
- S&P to Hit 1,200 by Year-End: Chief Investor
- Amended Berkshire Hathaway Filing Indicates No Secret Stock Stakes at End of Q3
- Facebook's Biggest-Ever Holiday Shopping Season
- Facebook's New Dual Class Structure - Slow Steps to an IPO
- 5 Big Bank Stocks Investors Should Consider: Strategists
- Gambling Drunk, Texting to Live And America's On Sale - Your Emails
- Nov. 24: Unusual Volume Leaders
- NBA D-League On The Rise
- Call Me Crazy: Confessions of a Black Friday Shopper
- US Firms Hit by Payroll Taxes at Exactly the Wrong Time
- Citi Mortgage Reveals Something the US Treasury Won't
- Fed Sanguine About US Recovery, Worried on Jobs
- Amended Berkshire Filing Reveals No 'Secret' Holdings
- In Time for Holidays: More Gloom and Doom on Economy
- Market Pros Reveal Top Black Friday Trades
- Holiday Guide to This Season's Smartphones
- Turkey Day 101: How Well Do You Know Your Bird?
RSS FEED
CNBC Stock Blog
Text Size 
David Sowerby of Loomis Sayles says the market is close to a bottom, and stock investors should act accordingly.
"Be bold," he told CNBC. "Every time in the last month we've come on and talked about a bottoming process, you have the tendency to look almost foolish, but I think the bigger injustice would be, 12 months from today, looking back at...not having recognized the opportunity that exists today."
So where are those opportunities?
Recommendations:
Sowerby likes Brink's [BCO
Loading...
()
].
"If you look off of market bottoms, smaller-cap, mid-cap stocks have generally beaten large-cap stocks by about 10 percentage points on a two-year, cumulative return basis," he said. "Brink's is one of those names. They spun off their home division; it's more the commercial business; very strong cash on the balance sheet."
That's something he says he looks for across the market, and something he also finds in Perrigo [PRGO
Loading...
()
].
"(It's) the generic over-the-counter cough-and-cold prescription company, selling products at generally 30 percent below name-brand merchandise, but with exactly the same quality of the product, another high cash-flow generating company," he said.
Also on his list is financial services provider Duff & Phelps [DUF
Loading...
()
], "which is capitalizing on business from the FDIC on putting valuations on some of these troubled banks."
Duff & Phelps recently sold off sharply on disappointing quarterly earnings.
Disclosures:
Disclosure information for David Sowerby was not immediately available.
Data is a real-time snapshot *Data is delayed at least 15 minutes