This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

[video] Quick Take: Why We Are Overweight Cyclicals

NEW YORK ( TheStreet) -- As we move into the second half of 2013, where is the best place to invest? TheStreet's Lindsey Bell and Stephanie Link, co-manager of the Action Alerts PLUS portfolio, break down where to look for value.

Looking at the macro picture, Link has some expectations: For the U.S. to improve slightly, for Europe to stabilize, for China to continue improving and for Japan to sort out its consumer tax concerns in the next couple of weeks.

Because of this, she wants the portfolio to have exposure to these markets, as well as to U.S. cyclical stocks.

Link suggested that investors look to sectors that have positive momentum, such as aerospace, energy and automotive.

One name she likes in particular is Johnson Controls (JCI - Get Report), for its positive catalysts going forward.

With a new CEO taking control Oct. 1 and an analyst meeting on Dec. 18, Link said she wants to hear about restructuring efforts from the new leader.

She concluded that the company could shed a couple of its businesses and look to M&A to improve efficiency. The portfolio will remain overweight JCI.

-- Written by Bret Kenwell in Petoskey, Mich.

Bret Kenwell currently writes, blogs and also contributes to Robert Weinstein's Weekly Options Newsletter. Focuses on short-to-intermediate-term trading opportunities that can be exposed via options. He prefers to use debit trades on momentum setups and credit trades on support/resistance setups. He also focuses on building long-term wealth by searching for consistent, quality dividend paying companies and long-term growth companies. He considers himself the surfer, not the wave, in relation to the market and himself. He has no allegiance to either the bull side or the bear side.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
JCI $45.89 -0.22%
AAPL $114.64 -3.21%
FB $94.06 -0.08%
GOOG $629.25 -0.31%
TSLA $266.28 2.42%

Markets

Chart of I:DJI
DOW 17,550.69 -47.51 -0.27%
S&P 500 2,093.32 -4.72 -0.22%
NASDAQ 5,105.5460 -9.8360 -0.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs