The second half of 2008 looks mighty encouraging to Al Meyers.
His AHA Diversified Equity Fund is up an average of 10.11 percent per year over the last five years.
"It's all going to depend upon earnings," he told CNBC. "It's going to set the tone for the second half. There are some very good values out there right now."
So where does he see them?
Topping his list is Barrick Gold.
"It's a well-managed company," he said. "The valuation right now is attractive. We've owned this stock as a firm for a long time. Call it an inflation play, a commodity play, it's still a good stock holding in an uncertain market environment."
Meyers also likes ConAgra Foods and Medtronic.