Bonds are at the beginning of a long-term correction despite the strong performance of Treasuries in the first half of 2014.
Intermediate-term bonds - 5 to 10 years out - are the best place to be right now.
The surge in new car sales this spring along with the massive GM recalls will boost Solera's insurance software sales through the rest of 2014 and into 2015.
Puerto Rico's ability to meet its financial obligations remains in question, but the island's fiscal problems won't seriously hurt the greater municipal bond market.
Shares of Air Lease will continue to remain aloft as burgeoning international carriers lease more long range planes and oil prices remain elevated, said Christopher Retzler.
The percentage of women who have asked for more money in the past year has remained steady, but 84% of women who asked for a raise last year received one.
Best Buy may be an unloved company and a volatile stock, but its underlying financials are in good shape, said Tim Rudderow, portfolio manager for the Mount Lucas U.
US Silica shares will continue to climb as fracking in the US continues to see double digit growth, said Jason Schrotberger, portfolio manager for the Turner Small Cap Growth Fund.
Short duration high yield bonds are "fully priced" because of money flowing into ETFs, but the high yield sector remains in good shape overall, said Michael Kirkpatrick.
High yield is not in bubble territory because the default rate remains low and spreads to Treasuries are not at "all-time tights", said James Fitzpatrick.