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CNBC News Associate
At this point, you look for any selective weakness in sectors that you want to be “long” in, advised Peter Sorrentino, senior portfolio manager of Huntington Asset Advisors. (See his recommendations, below.)
“The tide of regulation is going to be coming up against the financials,” Sorrentino told CNBC. Therefore, he suggested taking money out of financial stocks and investing in industrials as a market strategy.
“You’ve got a series of capital raises that are going to dilute shareholder equities that remains [in financials]. So for those names that we’ve had nice profits in, we’re looking to migrate away and get into more of an industrial recovery," he said.
He had the following recommendations for investors:
Likes:
- Industrials
- Technology
- International
- Commodities
- Energy
- Agriculture
Moving Away From:
- Blue Chips
Disclosures:
No immediate information was available for Sorrentino or his firm.
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Top Industrial Names Now:
Caterpillar [CAT
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Honeywell [HON
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Deere [DE
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United Technologies [UTX
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General Electric* [GE
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* (GE is the parent company of CNBC and CNBC.com)
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Data is a real-time snapshot *Data is delayed at least 15 minutes