Five Spot: Stimpson Still Bullish on Tech

While tech has been one of the strongest sectors over the past year, I don't think that will change as it typically benefits from an economic recovery and its balance sheet provides defensive characteristics in a tighter credit environment.

What sector or stock would you avoid?

Stimpson: Staples offer a poor value proposition here. Not only are they rather defensive, but better growth prospects and yield can be found elsewhere.