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Stock Pickers: Buy Global Firms to Capture Returns
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CNBC.com Writer
Which stocks should you be adding to your portfolio in the new year? Global companies are the best way to capture returns, says Ronald Weiner, president and chief executive of RDM Financial Group, and Derek Rollingson, portfolio manager at ICON Energy Funds. (See their stock picks, below.)
“We’re not taking any big risks,” Weiner told CNBC. “We’re about 30 percent in on the equity side and 30 percent on the hedging side.”
Weiner said his portfolio is slanted toward the global markets, especially the emerging markets.
“That’s the game now for the next 10 to 20 years,” he explained.
In the meantime, Rollingson said he expects to see an increase in energy demand, but warned that the rising dollar could be a headwind for the sector.
“If you were to pick an industry group and hold it for a whole year, integrated would be a good place to start in terms of energy,” he said.
Weiner Likes:
Qualcomm [QCOM
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Petrobras [PBR
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Dow Chemical [DOW
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Rollingson Likes:
ExxonMobil [XOM
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Petrobras
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More Market Views:
- 'Fast Money' Traders: Commodities, Banks, Tech in 2010
- Dennis Gartman: I'm Buying US Dollar and Stock Market
- Asset Strategist's Q1 Market Outlook: 'Very Optimistic'
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Disclosures:
No immediate information was available for Rollingson or Weiner.
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Data is a real-time snapshot *Data is delayed at least 15 minutes
