Watch CNBC's full discussion with Moody's Linda Montag, JPMorgan's Andrea Teixeira and Miller Value Partners' John Spallanzani

Linda Montag, Moody's sr. vp, and Andrea Teixeira, JPMorgan sr. equity analyst, join the 'CNBC Special: Blue Chip Playbook' to discuss the sectors and stocks they're investing in now. With John Spallanzani, Miller Value Partners.