How to Trade Stocks, Commodities, Weaker Dollar This Year: Pros

As we kick off a New Year and new decade of trading, Philip Gotthelf, president and commodities analyst at Equidex, David Katz, CIO of Matrix Asset Advisors, and James Moffett, portfolio manager at Scout International Fund, said they see new opportunities in commodities, U.S. and international stocks.

Commodities:

Investing for Next Decade
Investing for Next Decade   

“I think that the prospect for commodity speculation on the long side remains pretty positive,” Gotthelf told CNBC.

“The only caveat is that commoditiescan have some violent downswings when things turn sour, and a lot of commodities are up against really high prices on a historical basis. And the users of these commodities are going to be hard-pressed to be able to afford to have such high raw material prices.”

U.S. Stocks:

“We think it’s going to be a very good market” for American equities. Katz said. “The last two years have been extraordinarily good for markets.”

Katz said he expects the economy to do well, which will translate into better earnings. As a result, he said investors should be in stockslonger-term. (Scroll down to see his full list of picks.)

“If we have a 10 to 15 percent [gain] this year, you’re going to fully recoup the bear-market losses,” said Katz. “The key lesson is, you have to be in the market after very bad periods—and this was the worst decade since 1929.”

Global Stocks:

“Last year, global stocks were helped and hurt by currency prices,” said Moffett. “The currencies are going to be a mixed bag again and some of them will be helped and hurt.”

“But overall, the dollar is going to work itself downward—the ongoing scenario is that we’re still lagging behind the rest of the world in terms of our currency.”

Katz Likes:

BB&T

Cisco

Wells Fargo

Zimmer Holdings

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Scorecard—What They Said:

  • Gotthelf's Previous Appearance on CNBC (Dec. 23, 2010)
  • Katz's Previous Appearance on CNBC (Dec. 15, 2010)
  • Moffett's Previous Appearance on CNBC (Nov. 17, 2010)

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Market Analysis and Advice:

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CNBC Slideshows:

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CNBC Data Pages:

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Disclosures:

Katz, his family and fund own shares of BBT, CSCO, WFC and ZMH.

No immediate information was available for Gotthelf or Moffett.

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Disclaimer