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Time to Get Into the Market: Top Strategist

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This is “certainly the time you want to start getting into the market,” said Arthur Hogan, managing director at Jefferies.

“We’ve had a significant run-up off the bottom,” Hogan told CNBC. “Start looking at energy, the reflating economy, companies that have hard assets and look for success through he summer and into the fall.”

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Navistar is one of the companies that Hogan recommends.

“They’re on track into getting a government contract for defense vehicles and secured $300 million into ABS financing,” he said.

Disclosure:

No immediate information was available for Hogan or his firm.

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Top Energy Companies:

Chevron

ExxonMobil

BP

Valero Energy

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