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
- US Shoppers Spent Less Over Black Friday: NRF
- Tiger Woods Wants to Protect Family Privacy: Agent
- Dubai Stocks Shed 7%, Abu Dhabi Tumbles 8%
- Dubai's Nakheel Seeks Suspension $5.25 Billion in Bonds
- South Korea Sees Exports Bouncing, but Risks Remain
- Japan Won't Intervene to Weaken Yen: Finance Minister
- Dubai is Harsh Reminder of Prolonged Global Recovery
- US Senator Opposes Fed Chief Bernanke Renomination
- Dubai is Harsh Reminder of Prolonged Global Recovery
- Tiger Woods Wants to Protect Family Privacy: Agent
- Portfolio Prep for Next Week: 'Don't Get Crazy'
- 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
- What Black Friday Shoppers Spent on – And Where
- Dubai Stocks Shed 7%, Abu Dhabi Tumbles 8%
- Regulators Compile Global List of 'Systemic Risk' Banks
- Dubai's Nakheel Seeks Suspension $5.25 Billion in Bonds
- True Cost of 12 Days of Xmas Tops $87,000
- US Senator Opposes Fed Chief Bernanke Renomination
- A Weak IPO Debut for Las Vegas Sands' Macau Unit
- Woods Has Nothing More to Say to Police: Agent
- Big US Banks May Be Forced to Raise Capital: Bove
RSS FEED
Text Size 
CNBC News Associate
We are "putting cash back to work," said Ron Muhlenkamp, portfolio manager at The Muhlenkamp Fund and Jeff Mortimer, CIO of Charles Schwab Investment Management.
“It’s been a rebound rally,” Muhlenkamp told CNBC at the Morningstar Investment Conference in Chicago.
“I’m not a raging bull,” said Mortimer, but he said he liked the following stocks.
(Watch the video for their full investment strategies.)
Recommendations:
Muhlenkamp Likes:
- IBM [IBM
Loading...
()
]
- Cisco Systems [CSCO
Loading...
()
]
- Pfizer [PFE
Loading...
()
]
- United Health [UNH
Loading...
()
]
Mortimer Likes:
- JPMorgan [JPM
Loading...
()
]
- IBM [IBM
Loading...
()
]
- Forest Labs [FRX
Loading...
()
]
Disclosure:
No immediate information was available for Mortimer or Muhlenkamp.
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes