- 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
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- US Home Prices Up 5th Month, 2nd Straight Quarter
- GM's Agreement to Sell Saab To Swedish Firm Falls Apart
- Buyers Look For Bargains At Luxury Condo Auction
- FDIC Fund Falls into The Red, Bair Urges Lending
- Revised GDP Reading Puts Growth at 2.8%; Inflation Tame
- Weak Dollar Is Golden for Mining Companies
- Behind The Scenes With Warren Buffett
- CA "More Profitable" After Saving Energy: CEO
- Silicon Valley and Hollywood Now Fast Friends
- Markets Can Rise 5-10% in the Near-Term: Strategist
- Busch: The Debt-Interest Rate Paradox
- The Lloyd's Prayer, Leggo My Eggo, Plate Hate & Your Emails
- Buy These 'Competitively Positioned' Stocks: Portfolio Manager
- Behind The Scenes With Warren Buffett
- 'Why the American Consumer Will Keep on Buying No Matter What'
- On Assignment: Europe & Asia
- The L.A. Extravaganza: A Test for Auto Shows
- GM's Agreement to Sell Saab Unit Falls Apart
- Consumer Confidence Improves but Still Shaky
- US Home Prices Up 5th Month, 2nd Straight Quarter
- FDIC Fund Falls into The Red, Bair Urges Lending
- Ron Paul's Plan to Audit Fed a 'Serious Attack': Mishkin
- Strong Banks, Weak Credit: Treasury Rethinks TARP
- Price War Brews Between Amazon and Wal-Mart
- Buyers Look For Bargains At Luxury Condo Auction
- Blog: Behind The Scenes With Warren Buffett
RSS FEED
CNBC Stock Blog
Text Size 
David Sowerby is big on small-caps. The chief portfolio manager at Loomis Sayles says they've been outperforming the S&P 500 since the market bottomed last fall, and he has some appropriate names for investors to consider now.
"Off the November 20th lows, the S&P 500 is still up 21 percent, but the average stock in the S&P 500 is up 29 percent; small-cap stocks are up better than 30 percent," he told CNBC. "I think that sets the great backdrop for active investors, beating the benchmarks this year, where they had a tougher year in `08."
Recommendations:
Since Sowerby recommended it last year, Duff & Phelps [DUF
Loading...
()
] shares are up 65 percent. What's on his mind now?
"Duff & Phelps fits the profile continuing in 2009, which is, lean to the smaller side in stocks, mid-cap, small-cap," he said. "Names like Broadridge (Financial Solutions) [BR
Loading...
()
], Interactive Data [IDC
Loading...
()
], Perrigo [PRGO
Loading...
()
]."
Disclosures:
Disclosure information for David Sowerby was not immediately available.
Data is a real-time snapshot *Data is delayed at least 15 minutes