Buy Comcast, Transdigm and sell AT&T, Fedex, says DCLA portfolio manager Sethi

Sarat Sethi, DCLA managing partner and portfolio manager, joins 'Power Lunch' in a new series, 'Buy this, sell that,' where Sethi will discuss the stocks he's buying and those he's selling. The DCLA managing partner discusses the telecom services sector, the importance of pricing power in the logistics sector.