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Time to Put Money to Work: Stock Pickers

We are "putting cash back to work," said Ron Muhlenkamp, portfolio manager at The Muhlenkamp Fund and Jeff Mortimer, CIO of Charles Schwab Investment Management.

“It’s been a rebound rally,” Muhlenkamp told CNBC at the Morningstar Investment Conference in Chicago.

“I’m not a raging bull,” said Mortimer, but he said he liked the following stocks.

(Watch the video for their full investment strategies.)

Recommendations:

Muhlenkamp Likes:

- IBM

- Cisco Systems

- Pfizer

- United Health

Mortimer Likes:

- JPMorgan

- IBM

- Forest Labs

Disclosure:

No immediate information was available for Mortimer or Muhlenkamp.

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