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The Best Place For Your Money: Manager's Picks

We are at the beginning of a bull market right now, said 5-star fund manager, Bernard Lirola at Needham Aggressive Growth Fund.

“We had a climax of fears in March and I think we should forget all the panic we had,” Lirola told CNBC.

He said the economy still has a long way to go in terms of fixing its problems, but it is still a good time for investors to dive into stocks.

Lirola’s Recommendations:

Consumer Discretionary—“I think they’re getting much stronger and leaner and meaner,” he said of the sector. “As volume picks up in 2010-2011, they’re going to make a lot of money.”

Gilead Sciences

Iron Mountain

Express Scripts

Varian Medical

Resources Connection

Disclosure:

No immediate information was available for Lirola or his firm.

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