Investor Roundup: Security Stocks and More

Brooke Sopelsa,|Video Producer

To give investors an edge, CNBC asked the market experts where investors should be placing their bets now.

Homeland Security Stocks

Security Stocks

"We have four companies out there that are growing at 30+ percent internal growth...Just about everyone is growing double digits."

- Brian Ruttenbur, Morgan Keegan Homeland Security Analyst

Ruttenbur likes: AuthenTec , FLIR Systems , ICX Technologies and L-1 Identity Solutions .

Sector Spotlight: Chemicals

Chemical Plays

[On Dow Chemical] "They have an interesting dynamic that will be occurring later on this year, in that they're joint-venturing some of their chemical businesses and plastics businesses with the Kuwaitis, and they're going to receive an enormous amount of cash for that...We think they will choose to reinvest that in acquisitions and perhaps some share buybacks."

- Michael Judd, Greenwich Consultants

Judd also likes: Monsanto , Agrium, CF Industries Holdings, Compass Minerals, Mosaic and Potash.

Stock Picks: Diamonds in the Rough

Diamonds in the Rough

"Consol is tied into the coal story...Today, we've seen countries like Vietnam talk about stopping exports of coal; India's power plants are very short of coal and getting worse, and China, as you know, has inventory problems as well."

- David Khani, Friedman, Billings, Ramsey

Khani also likes: URS, Cephalon and Core Laboratories.