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Stocks and Sectors to Play Coming Inflation: Strategists

Friday, 18 Dec 2009 | 1:50 PM ET

How should investors prepare their portfolios for next year? Dan Genter, president, chief executive and chief investment officer of RNC Genter Capital Management, and Steven Stahler, president of Stahler Investment Group, shared their market outlooks.

Making Money in 2010
Positioning your portfolio for 2010, with Dan Genter, RNC Genter Capital Management and Steven Stahler, Stahler Group.

“[The markets are] going to be better,” Genter told CNBC.

“We’re fairly valued, we have not come too far too fast…and I think we’re going to see about 3 percent GDP growth.”

Genter said health care is a sector that he particularly likes.

“If we get passage of any [health care] bill, we’re going to have a relief rally from these values,” he said.

In the meantime, Stahler recommended that investors take some chips off the table and rediversify.

“I like technology that’s globally integrated and I think we’ve got emerging markets that are going to start diversifying into technology and to some production,” he said. “And I like commercial real estate.”

“We have about a 2.5-year window to take advantage on these depressed prices,” said Stahler. “If we do that, we’re buying ahead of the inflation curve, we’re buying a nice yield, a nice discount and we’re cherry-picking at this point.”

Genter Likes:

Johnson & Johnson

Teva Pharmaceuticals

Chesapeake Energy

Devon Energy

Kellogg

Stahler Likes:

DJ REIT Index

Dow Transports

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Disclosures:

No immediate information was available for Genter or Stahler.

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Disclaimer

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