CNBC Stock Blog
- Rockwell Automation Earnings: What Options Are Saying
- Gold Will Touch Higher Lows and Higher Highs: Analyst
- Correction Coming When Fed Ends 'Easy Money': Market Pro
- Risk Is More 'Enticing' Now: Chief Economist
- Olin Options Indicate a Rebound
- S&P to Finish Above 1,100 by Year-End: Market Analyst
- Smartphone Landscape to Change Dramatically in Asia
- This Bear-Market Rally Has 'Turned': Elliot Wave's Hochberg
- Expect 33% Earnings Increase in 2010: S&P’s Sam Stovall
- Art Cashin: Fed 'Doesn't Believe' the Recovery Yet
MOST SHARED
- Solar Market Heating Back Up?
- Realty Execs See Pain Ahead
- US Becomes Top Country Brand Under Obama: Survey
- Sweeping Health Care Overhaul Bill Passes House
- BoA Board in Civil War Over Lewis' Succesor
- Easy Money & Stocks
- Administration Rejects Plan to Buy Fannie Mae Credits
- Want the Homebuyer's Tax Credit? Here Are Some Tips
- Food Network, HGTV Drive Scripps Networks' Upside Surprise
- Tommy Lee, Medical Tourism and Nasty Santa, Your Emails
- U.S. Markets Gain 3% for the Week Despite 10.2% Unemployment
- Disney's 'Carol' Tests Widest 3-D Release Ever
- Stimulus II? Jobs Tax Credit=Cash For Clunkers
- Rockwell Automation Earnings: What Options Are Saying
- Gold Will Touch Higher Lows and Higher Highs: Analyst
- Is Misery Alive And Well in Your Office?
- Consumers Haven't Changed, They Are Just Pickier
- Sweeping Health Care Overhaul Bill Passes House
- For the Jobless, 10% is Harder Than Before
- Week Ahead: Stocks Search for Catalyst in Quiet Week
- Outlook: Dollar Likely to Ride Higher on Bleak Jobs Report
- Geithner: More Stimulus, Not a Bank Tax
- Windfall is Seen as Bank Bonuses are Paid in Stock
- Buffett's Berkshire Hathaway Says Net Income Tripled
- Cramer: Earnings, IPOs Dominate Next Week
- Buying Fear: How to Own Volatility
RSS FEED
Text Size 
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.
______________________________
______________________________
Top Industrial Names Now:
Caterpillar [CAT
Loading...
()
]
Honeywell [HON
Loading...
()
]
Deere [DE
Loading...
()
]
United Technologies [UTX
Loading...
()
]
General Electric* [GE
Loading...
()
]
----------
* (GE is the parent company of CNBC and CNBC.com)
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes