stocks

Beating the Market With Small Caps & Industrials

Brooke Sopelsa,|Video Producer

Stocks opened lower today amid concerns about interest rates, but in order to help investors beat the market’s descent, CNBC enlisted the help of the experts.

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Small Cap Investing

Opportunities in Small Caps

“They [Steris] sterilize medical equipment in the devices in the hospital.  Clearly there’s a big trend of staph infections—or otherwise where people enter a hospital and leave sicker than they came in—and they’re capitalizing on that trend.”

- Michael Petroff, Heartland Value Plus Fund Portfolio Manager

Petroff also recommends: Asset Acceptance Capital and Werner Enterprises.

Betting on Weak Stocks

"We'd be adding to some of the stocks that are weak, given some of the pre-announcements we saw.  For example, a company we own, McDermott , which is exposed to the engineering and construction cycle, pre-announced last night.  The long-term fundamental demand story is very good.  Another company we really like is Boeing .  We maintain an overweight, and it's had some weakness because of some supply-chain disruptions, but I think Boeing is this long-run 'hold' you want to have in your portfolio."

- Kevin Divney, Putnam Vista Fund