Ted Parrish runs the four-star rated Henssler Equity Fund, and he thinks it's time to buy stocks. He's inclined to prefer large-cap stocks, except in one area.
"The only area that might be a little different is probably financials," Parrish told CNBC. "I think the regional banks, the smaller banks, are maybe in a better position at this point."
So what's he picking?
(See Part 1 for Parrish's Tech and Consumer Staples picks)
In energy, his list includes Apache, Exxon Mobil, and Total.
And yes, he has two carefully-chosen financials: BB&T and T. Rowe Price Group.
Disclosure information for Ted Parrish was not immediately available.