stocks

How to Spot the Bottom

Andrew Fisher

It's the question that's on every investor's mind -- or should be:  Where's the bottom?

Jefferies managing director Art Hogan has some ideas about pinpointing the bottom.

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"Nearing the end is when we get the first quarter earnings reports from most of the major financials," he told CNBC. 

"We actually have a couple of the major financials...that say, 'We overstepped it; it wasn't $26 billion, it was $25 billion' -- that's when they ring the bell at the bottom."

Hogan sees that happening sometime during the second quarter, as the first-quarter results come in.

In the meantime, he has a couple of recommendations:  Taser International , which is preparing to roll out its newest product, and Tupperware, which he sees as recession-resistant, with great international exposure.