Wayne Kaufman, chief market analyst at John Thomas Financial and David Stepherson, senior portfolio manager at Hardesty Capital Management told investors how to prepare their portfolios for the week ahead.
TriQuint Semiconductor—“They make chip sets for cell phones and primarily, their main business now is for smartphones,” Stepherson told CNBC.
Comcast—“We liked Comcast before [the GE -Comcast] deal was announced,” he said. “It’s an extremely inexpensive stock on a valuation basis, their business is doing reasonably well in a very difficult environment and their topline and bottomline both are growing well and they have cap-ex under control.”
Enterprise Products Partners—“It’s the best run, most efficient pipeline we have out there,” he said of the firm. “They’re growing reasonably fast, their dividend is very high and it’s an exceptionally well run company.”
Rydex S&P Equal Weight Health Care—“There are so many great companies in health care, you’ve got government with their intervention, and they’re going to force a tremendous amount of people into the health care system,” said Kaufman. “People have been staying away from health care incorrectly.”
Gol Linhas Aereas Inteligentes—“They’ve been great and I expect them to be great and continue to be great,” Kaufman said of the company. “We love South America.”
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No immediate information was available for Kaufman and Stepherson.