CNBC Stock Blog
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Surprising Options Trades in TiVo Shares
- 10 Dividend Picks For Your Portfolio: Chief Investors
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Retail Earnings and Sales to Improve in Q4: Analyst
- 4 Food Stocks to Stuff in Your Portfolio: Analyst
- S&P at 1050-1200 Trading Range Next Year: Strategist
MOST SHARED
- Tiger Woods Out of Hospital After Accident
- The Good Entrepreneur Winner
- Get Paid Six Figures to Wear a T-Shirt?
- Global Selloff From Dubai Woes Shows Signs of Winding Down
- Longer Lines, Fuller Carts This Black Friday
- Halftime Report: Dubai - First Ripple Of Larger Crisis?
- Next Week: Cash In Now Or Wait For A Santa Rally?
- Dubai Spooks Investors But May Bring Buying Opportunity
- U.S. Stocks Fall on Dubai Worries
- Black Friday at Best Buy
- Strategists on Dubai: Avoid 'Rash Moves' Now
- Longer Lines, Fuller Carts This Black Friday
- Dubai Stock Market Fear Has 'Legs': Dennis Gartman
- Obama's Emission Reduction Pledge Paints Future for Autos
- Is Super Bowl Halftime Act Too Old?
- Surprising Options Trades in TiVo Shares
- EA Sports Hopes to Pump Up Sales Through Pop-Up Locations
- Global Selloff From Dubai Shows Signs of Winding Down
- Dubai Stock Selloff May Bring Buying Opportunity
- Longer Lines, Fuller Carts This Black Friday
- Tiger Woods Out of Hospital After Accident
- Dubai Fallout Is a Correction, Not Another Crisis: El-Erian
- Dubai's Debt Woes Signal New Era for Creditors
- Get Paid Six Figures to Wear a T-Shirt?
- The World's Biggest Debtor Nations
- Five Tips for Buying a Foreclosed Home
RSS FEED
Text Size 
CNBC News Associate
Sarah Ketterer, portfolio manager at Causeway Capital Management, and Arthur Hogan, managing director at Jeffries, shared their investing strategies.
“This is a great time to be invested internationally,” Ketterer told CNBC at the Morningstar Investment Conference in Chicago. “There are opportunities across a full spectrum of industries, especially cyclical stocks, taking advantage of economic upturns.”
 |
Ketterer said while she is concerned about the loan growth and the loose monetary policies in China, she advised investors to look into defensives and health care when the cyclicals move up.
(Watch the video below for more on their stock market strategies...)
In the meantime, Hogan said he sees opportunities in the commodities.
“I think the commodity play is going to continue,” he said. “You have to look at mining stocks and energy stocks.”
Recommendations:
Ketterer Likes:
International
Defensives
Health Care
Hogan Likes:
Consol Energy [CNX
Loading...
()
]
Energy
Mining
Disclosure:
No immediate information was available for Ketterner or Hogan. ______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes