Still a Good Time for Equities—Buy These: Pros

It’s still a good time for investors to get into stocks, said Keith Wirtz, president and CIO of Fifth Third Asset Management, and Michael Yoshikami, founder and CEO of YCMNET Advisors.

“We have one theme,” Yoshikami told CNBC. “Technology, wireless and globalization.”

Yoshikami’s picks include IBM , Vodafone , Oracle and Qualcomm .

“We think the firm is well positioned in Europe to really expand their presence,” he said of Vodafone, adding that the company has a great ability to capture wireless market share around the world.

In the meantime, Wirtz said he likes to play the “quality factor,” and favors stocks such as AmerisourceBergen , IBM and Stanley Black & Decker .

“It’s a company that just came together and there’s a good cross-sell opportunity between the two brands,” he said of AmerisourceBergen, a pharmaceutical wholesaler. “As we go forward, we think the topline’s going to start to accelerate as a result of the combined companies.”

Scorecard—What They Said:

  • Wirtz's Previous Appearance on CNBC (Apr. 21, 2011)
  • Yoshikami's Previous Appearance on CNBC (May 5, 2011)

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Yoshikami does not personally own shares of IBM, VOD, ORCL or QCOM, but buys them for clients.

Wirtz owns shares of ABC, IBM and SWK in the FTAM Funds.