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Bulls vs. Bears: Where to Invest Now
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CNBC.com Writer
Douglas Roberts, founder and chief investment strategist at ChannelCapitalResearch.com, and Mike Williams, founder and managing partner at Genesis Asset Management, shared their opposing market views — and advised investors on where they should put their money. (See their recommendations, below.)
“Right now, everyone is assuming some kind of ‘V-shape’ recovery, but I’m assuming something different,” Roberts told CNBC.
Roberts said there are still a lot of underlying problems in the financial system that won’t be solved quickly.
Williams, on the other hand, thinks the economy is in a recovery stage.
“During the summer, we might chop around a little bit, but any significant setbacks we see in the summer months are going to be an opportunity in the long-term,” said Williams.
He said this market is a “significant value” for long-term investors.
Recommendations:
Roberts Likes:
- S&P Technology
- S&P Health Care
Roberts Dislikes:
- S&P Financials
- S&P 1500 Homebuilders
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Different Angles:
- Pros Say: US Banks Look Better
- Cramer: Don't Buy Goldman's Oil Call
- It IS a Bull Market — Here's What to Buy: Experts
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Williams Likes:
- S&P Technology
- S&P Energy
- S&P Materials
Williams Dislikes:
- S&P Household
- 2-Yr Treasury Note
- 5-Yr Treasury Note
- 10-Yr Treasury Note
Disclosure:
No immediate information was available for Roberts or Williams.
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CNBC Slideshow:
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Data is a real-time snapshot *Data is delayed at least 15 minutes
