Even when there's football on the front burner, there's stock trading in the oven, says Brent Wilsey. The president of Wilsey Asset Management finds opportunities for investment in Americans' passion for the Super Bowl.
"You look at what's going to benefit from the Super Bowl, and then you find the companies," he told CNBC.
Wilsey's first big-game opportunity is brewing giant Molson Coors.
"They're going to increase their earnings in 2009 — nice to see an earnings increase, for a change — but you're only paying 12 times for those forward earnings," he explained. "I like companies with good balance sheets during these difficult times."
He also likes PepsiCo — for a lot more than cola.
"Keep in mind, Pepsi has Fritos, they have Doritos, they've got all these things beside Pepsi, and their sales are up 14 percent year-over-year, quarter-over-quarter up 11 percent," he said. "Now's a good time to step in and buy."
He has a different motivation for recommending DreamWorks.
"They're one of the advertisers that are going to get the wide audience that's watching the Super Bowl," he said. "Their stock is down 30 percent; you're only paying 13 1/2 times the forward earnings for this company, ten times cash flow."
Also on his list are appliance retailer Best Buy and satellite-TV distributor DirecTV Group.
Disclosure information for Brent Wilsey was not immediately available.