"During the `30s, during the Depression, they all went to the movies," Alan Valdes of Hilliard Lyons told CNBC. "We still like entertainment and leisure, but this time, we think they're going to stay at home."
So how does he play the stay-at-home entertainment market?
Recommendation:
"We like Activision (Blizzard),", he said. "It's trading at its 52-week low."
Activision Blizzard sells two of the hottest interactive video-game products on the market.
"They've got 'Guitar Hero,' and they have that 'World of Witchcraft,'" he said.