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10 Picks to Play the Market Rebound: Portfolio Managers

Tuesday, 9 Mar 2010 | 5:47 PM ET

Stocks rose after a lower open on Tuesday on the 1-year anniversary of the March 2009 lows. What should investors expect from markets going forward? Ken Croft, chief investment officer and portfolio manager at Croft Value Fund, and Bill McVail, portfolio manager at Turner Small Cap Growth Fund, discussed their market strategies. (Scroll down for their stock picks.)

Growth vs. Value
Kent Croft, of the Croft Value Fund, and Bill McVail, of the Turner Small Cap Growth Fund, tell CNBC where investors should be putting their money.

“We think it’s always a good time to be a value investor,” Croft told CNBC.

“I think it’s a time where you need to be diversified and you need leverage to see continuing global rebound, as well as the steadier names that are selling at valuations you haven’t seen in many years.”

Croft said there are still good long-term buys in the market and told investors to look for opportunities in the health caresector.

In the meantime, McVail said growth in the small-cap names continue to look attractive.

“You can find what you want, but differentiate by those companies that are going to separate themselves from the pack through organic topline growth or positioning versus their competitors in the market and that’s what we focus on,” he advised.

Recommendations:

Croft’s Picks:

Cisco

Baxter

Lowe's

McVail’s Picks:

True Religion Apparel

JCrew Group

TrueBlue

Kforce

Robert Half

VistaPrint

GSI Commerce

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Market Points & Counterpoints:

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CNBC Data Pages:

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CNBC Slideshows:

  • Cramer's 12 Stocks to Play the Recovery

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Disclosures:

Croft owns shares of CSCO, BAX and LOW via owning shares in the CLVX fund.

No immediate information was available for McVail or his firm.

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Disclaimer

  Price   Change %Change
BAX
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CSCO
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KFRC
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LOW
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RHI
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TBI
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UYO
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VPRT
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