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Positioning Your Portfolio for Long-Term Value

Monday, 24 Sep 2012 | 6:06 PM ET

A pause in the bull market will give investors the chance to shift their portfolios for higher returns, Robert Pavlik of Banyan Partners said Monday on CNBC.

“Near-term, I think this market probably gives back a little bit of what we saw recently, but I think that’s going to be your opportunity — if you’re into more defensive, higher-dividend-yielding stocks — to get out and then start to rotate into the early cyclicals,” he said on “Fast Money.”

Positioning Your Portfolio for Long-Term Value
CNBC's Mary Thompson shares a preview of her interview with Morgan Stanley Smith Barney president Greg Fleming; and discussing just how long the market rally may last, and strategies for your investments, with Robert Pavlik, Banyan Partners.

Pavlik’s top picks include the following S&P 500 sectors: Energy, industrials materials, financial and technology.

Pavlik added that investors are going to need more clarity about Europe, earnings and the so-called “fiscal cliff,” which he thinks will be averted.

“It’s in nobody’s best interest to see a recession for 2013 and beyond, so you know that there’s going to be some kind of compromise being worked on,” he said.

Trader disclosure: On Sept. 24, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s “Fast Money” were owned by the “Fast Money” traders: Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long SBUX; Tim Seymour is long MSFT; Karen Finerman is long AAPL; Karen Finerman is short AAPL call spreads; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long MSFT; Karen Finerman is long GOOG; Karen Finerman is long JCP; Karen Finerman is short SPY; Karen Finerman is short IWM; Karen Finerman is short MDY; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU; Joe Terranova is long VRTS; Joe Terranova is long WFM; Joe Terranova is long SWN; Joe Terranova is long TRV; Joe Terranova is long VZ; Joe Terranova is long VLO; Joe Terranova is long CSTR; Joe Terranova is long CHKP; Joe Terranova is long GLW; Joe Terranova is long EMC; Joe Terranova is long NXPI; Joe Terranova is short Eurocurrency December Futures.

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