Nancy Tengler, chief investment officer at Heartland Financial, tells CNBC's "Power Lunch" on Thursday, this is the time to upgrade your portfolio, especially with technology names.
Another name Tengler likes is Google.
"Google has come back from the big bounce after new CFO Ruth Porat's first earnings call. The price/earnings to growth ratio is 1.3x. Investors are not paying a great deal for the growth in the company's primary and growth businesses," Tengler said.
Apple, Cisco, Microsoft, Oracle, Intel and Google are all higher during trading.