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Six Short and Long-Term Plays: Stock Pickers

Thursday, 19 May 2011 | 11:43 AM ET

These are several plays that will climb in the short- and long-run, said Kevin Sanderford, principal of Colorado West Investments and James Dailey, CIO and senior portfolio manager at Team Asset Strategy Fund.

Value Picks for Profits
A look at value plays and why stocks are still on track, with James Dailey, Team Asset Strategy Fund and Kevin Sanderford, Colorado West Investments.

Energy and ag (agriculture) have had huge runups, but in the long-term—5 years—we think they will continue to go higher,” Sanderford told CNBC Thursday. (Scroll down for his full picks.)

In addition, Sanderford said he favors investing in water.

“The lack of drinking water and irrigation water—those are trends that have legs and will continue to run,” he explained. “You want to own companies that are facilitating the treatment.”

In the meantime, Dailey noted that there is a “global industrial slowdown” happening, which will likely impact the emerging markets and the companies more leveraged to the industrial cycle.

“So in the short- to intermediate-term, we’re favoring more service-oriented stock market segments and domestic stock markets.”

Sanderford Likes:

Potash

ExxonMobil

Chevron

Dailey Likes:

Microsoft

Redwood Trust

Winn-Dixie Stores
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Scorecard—What He Said:

  • Dailey's Previous Appearance on CNBC (Apr. 26, 2011)
  • Sanderford's Previous Appearance on CNBC (Feb. 17, 2011)

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More Market Intelligence:

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CNBC Data Pages:

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CNBC Slideshows:

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Disclosures:

Sanderford personally owns POT, CVX and XOM.

Dailey and his firm own MSFT, RWT and WINN via ownership of the TEAMX Fund.

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Disclaimer

  Price   Change %Change
CVX
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MSFT
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POT
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RWT
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XOM
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