The markets got off to a rough start on Inauguration Day, but Brent Wilsey predicts a honeymoon on Wall Street as Barack Obama moves into the White House.
"When I feel the optimism today, how excited everybody is, I think he will have some honeymoon here," the president of Wilsey Asset Management told CNBC.
So who's going to benefit from the new order of things?
"I would look at steel companies, like US Steel, looks very good, plus you're paying very low prices for these companies right now," he said.
"Solar's a good play, and I do like health care; one company I like there is Health Net."
Disclosure information for Brent Wilsey was not immediately available.