Market 'Glass' Is 'Half-Full': BlackRock's Bob Doll

Stocks were mixed Monday as news of a financial bailout for Ireland failed to calm investors worried about debt troubles spreading to other euro zone countries. Robert Doll, chief equity strategist at BlackRock, shared his best plays.

“I’m looking at the glass as half-full,” Doll told CNBC.

“I’m very encouraged by the leading economic indicator—they’re up another half percent last month, initial unemployment is moving in the right direction and bank lending standards continue to improve.”

Doll said investors should have a diverse portfolio, but a focus on free cash flow.

“Telecommunications has some of those names: Verizon , Qwest and Sprint ,” he suggested.

“In the energy space, Marathon , ConocoPhillips and Murphy .”

“We continue to like some of the healthcare services names Aetna and UnitedHealthcare .”

Scorecard—What He Said:

  • Doll's Previous Appearance on CNBC (Nov. 15, 2010)

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No immediate information was available for Doll or his firm.