CNBC Stock Blog
- 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
- Art Cashin: Caution 'Growing' in Financials, Dividend Moves
- 3 Software Stock Picks from Lazard's Senior Analyst
- Investors Bet on a New Year's Rally For eBay
- Why You Should Play the Reflation Trade: Stock Picker
MOST SHARED
- The Executive Job Search
- S&P Stocks Trading at New 52-Week Highs
- Where Do Pardoned Turkeys Go?
- Salvation Army's Kettles Now Credit Card-Ready
- Activision Prepares to Double Dip on ‘Modern Warfare 2’
- US Mint to Suspend American Eagle Gold 1-Ounce Coins
- Chinese Overcapacity is Worsening, EU Chamber Warns
- Trader Talk
- Black Friday: Bargain or Bust?
- 4 Thanksgiving Week Buys For Your Portfolio: Market Pros
- There's a 'Great Chance' For a Double-Dip Recession: Strategist
- Revenge of the Gangsta Nerds
- Will TCU See The "Flutie Effect?"
- Retail Earnings and Sales to Improve in Q4: Analyst
- Consumers Catching the Holiday Spirit
- It's Beginning To Look A Lot More Riskless
- Crescenzi: Claims Level Suggests End to Job Losses
- Hedge Funds Take Early Lead in Warren Buffett's 'Big Bet'
- Black Friday to Avoid Red Ink; Greenback Gets the Blues
- Bankruptcies Jump, Hitting Highest Level in Four Years
- AIG, Ex-CEO Greenberg Reach Pact to Settle Disputes
- Bank of America CEO Search May Extend Into 2010
- Steepest Black Friday Discounts, Revealed
- Fed to Counsel Moviegoers on How to Use Credit Cards
- 'Cancer of Fraud' Permeates Health Care System: Critics
- Where Do Pardoned Turkeys Go?
- US Mint to Suspend American Eagle Gold 1-Ounce Coins
RSS FEED
Text Size 
CNBC News Associate
Cash sitting on the sidelines will eventually come back to the markets and investors should look into the following mid-cap areas, said Don Wordell, portfolio manager at RidgeWorth Capital Management.
“Think about the tremendous amount of money on the short end of the yield curve that needs to find a home as over the next 5 to 10 years we could see higher inflation,” Wordell told CNBC.
Wordell said consumers aren’t going to help turn the economy around, and told investors to focus on the commodities instead.
“The U.S. consumer has got too much leverage and also staring down higher taxes and from this point going forward, interest rates only have one way to go,” he said. “So we’re not at all bullish on the U.S. consumer until they deliver somewhat.”
“Part of the call on commodities is going to be driven by global demand as the emerging economies recover due to all the massive fiscal and monetary stimulus as well as a weak dollar and we think the policies are in place right now for this administration to cause the dollar to get weak,” he said.
Wordell’s Picks:
Noble Energy [NBL
Loading...
()
]
Baker Hughes [BHI
Loading...
()
]
SPX Corporation [SPW
Loading...
()
]
CNBC Data Pages:
More Market Intelligence:
- US Could Face Double-Dip Without Stimulus: Strategist
- Bartiromo: Beware of These Costly Investing Mistakes
- 4 Tech Stocks For This Holiday Season: Analyst
______________________________
CNBC Slideshows:
______________________________
Disclosures:
Wordell owns shares of NBL, BHI & SPW via owning shares of his SMVTX fund.
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes