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Four Hot Stocks in Four Diverse Sectors

Paul Noglows, director of research at Lazard Capital Markets, suggested four stock picks in four different sectors that investors will see growth in over the year.

“These are stocks to own for the whole year,” he told CNBC.

Recommendations

Retail

Limited Brands — “They’re just at the beginning of an international rollout. We think that could add about $5 billion of revenue. It has an 8 percent yield…They’re in terrific shape.”

Pharmaceuticals

Sequenom — “[They have developed] a non-invasive prenatal test for Down's Syndrome. It’s revolutionary and it could conceivably replace amniocentesis [the current method]…We think that over time, it’s probably a $2 billion market in the U.S. and by 2010, [the company] will have 10 percent of the U.S. market.”

Gaming

Activision — “It’s the largest player in the [gaming] space today…They have developed a model that’s not just selling [software] games but also an online model: World of Warcraft. ...We like it.”

Energy

Quanta Services — “They work on the electric grid... We think as much as $20 billion will go into improving the grid and Quanta does that and they should benefit.”

Disclosures:

Disclosure information was not available for Noglows or for his company.

Disclaimer

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LB
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