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Buy These Mid-Cap Stocks: Manager

You've heard the arguments: Small-cap stocks have the transparency and flexibility to lead the recovery. Large-cap stocks have the liquidity to lead the recovery. So why is neither market cap size leading the way?

As Larry Kudlow pointed out on CNBC, the mid-cap S&P 400 is up 27 percent since the November bottom, outperforming both ends of the stock spectrum.

"I like the mid-cap space, because you get the information opportunity of small-cap investing, with the liquidity of large caps," RidgeWorth Capital Management's Don Wordell told CNBC.

Recommendations:

"One of my favorite tech ideas is Intersil, a semiconductor company that has no debt, a couple hundred million dollars on the balance sheet, tremendous operating leverage when the cycle turns," he said.

He also likes XTO Energy.

Disclosures:

Disclosure information for Don Wordell was not immediately available.

Disclaimer