Investors should be looking into high-quality, large-cap companies that can fare well in this type of volatile environment. That's according to David Spika, VP and investment strategist at WHG Funds, and Ethan Anderson, portfolio manager at Rehmann Financial.
Dow Chemical—"We think they are way undervalued in the market," Spika told CNBC.
Dell—The shares are "trading at historically low valuations and are very heavily leveraged to the corporate PC refresh cycle," he said.
Teck Resources—"If you want to have a play on the U.S. dollar potentially weakening, but you don’t want to be jumping into the speculative market of gold and silver, Teck makes a lot of sense as it deals with a lot of industrial metals, as well as copper—and the valuation looks attractive," explained Anderson.
Cardinal Health—"They’re in the distribution business," he said of the firm. "If you look at the demographics, the baby boomers are going to need some of these things and somebody’s going to be able to deliver the products. They’re also looking to develop into China."
Scorecard—What They Said:
- Anderson's Previous Appearance on CNBC (Feb. 10, 2011)
- Spika's Previous Appearance on CNBC (Aug. 6, 2010)
More Market Intelligence:
- Markets to End Year Higher—Buy Dips: Stock Pickers
- 6 Chipmaker Picks & Pans: Stock Pickers
- Use Pullback as Buying Opportunity: Strategist
CNBC Data Pages:
Anderson’s family and firm own shares of TCK, CAH and C.
Spika owns shares of DELL, DOW, ITT and CVS in WHG’s portfolios.